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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
SMF
6951
Sterling Manor Financial
New York
$160M +$1.68M +1% 0.79% 42.4% 35 0%
PPF
6952
Pacific Park Financial
California
$160M 2.21% 74
FPW
6953
Flywheel Private Wealth
California
$160M +$32.1M +25% 2.36% 87 10.34%
PWA
6954
Providence Wealth Advisors
Illinois
$160M +$1.57M +1% 6.94% 112% 91 12.09%
RWC
6955
Rare Wolf Capital
Washington
$160M 5.59% 123
GEH
6956
General Equity Holdings
New York
$160M -$4.33M -3% 1.27% 775% 14 28.57%
BRPW
6957
Ballast Rock Private Wealth
South Carolina
$160M 3.14% 171
PWA
6958
Principia Wealth Advisory
Texas
$160M +$14.9M +10% 4.66% 1,053 11.68%
PMSA
6959
Patrick M. Sweeney & Associates
Illinois
$160M +$5.19M +3% 3.97% 164 6.1%
AIMU
6960
Allianz Investment Management US
Minnesota
$160M -$2.52B -94% 1.94% 7.58% 65 55.38%
CNTOF
6961
Canandaigua National Trust of Florida
New York
$160M +$33.6M +27% 8.38% 132 21.97%
TIAM2
6962
Tru Independence Asset Management 2
Oregon
$160M +$7.67M +5% 1.86% 94 17.02%
MW
6963
Members Wealth
Pennsylvania
$160M +$1.79M +1% 1.57% 117 20.51%
GIS
6964
Graphene Investments SAS
France
$160M +$1.4M +0.9% 6.56% 86.5% 46 8.7%
BWLSA
6965
Blue Water Life Science Advisors
California
$159M +$49.7M +45% 32.2% 503% 9 22.22%
MFFIA
6966
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$159M -$7.37M -4% 2.95% 136% 82 6.1%
HF
6967
Holcombe Financial
Georgia
$159M +$16M +11% 2.58% 49 16.33%
LWM
6968
Lifetime Wealth Management
Texas
$159M 3.11% 89
RWS
6969
Rochester Wealth Strategies
Michigan
$159M +$6.43M +4% 1.59% 24 8.33%
GWA
6970
Gutierrez Wealth Advisory
Arkansas
$159M +$2.84M +2% 1.5% 65 10.77%
FFWA
6971
Forthright Family Wealth Advisory
Texas
$159M -$3.56M -2% 2.33% 59 25.42%
MSF
6972
Mustard Seed Financial
Arkansas
$159M +$3.52M +2% 1.71% 95 12.63%
SRL
6973
Scientech Research LLC
New Jersey
$159M -$128M -45% 11.4% 888 84.12%
TTIC
6974
Tower Trust & Investment Company
Iowa
$159M +$10.4M +7% 3.18% 206 8.74%
HCM
6975
Hillman Capital Management
Maryland
$159M -$12.9M -8% 4.1% 20.2% 56 5.36%