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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
PMSA
6951
Patrick M. Sweeney & Associates
Illinois
$174M +$18.1M +12% 15.6% 178 11.24%
PIA
6952
Prakash Investment Advisors
Massachusetts
$174M +$45.6M +35% 64.7% 107 23.36%
NWA
6953
Northwest Wealth Advisors
Washington
$174M +$34M +24% 15% 67 5.97%
6SA
6954
6th Street Advisors
Alabama
$174M +$15.1M +10% 9.99% 65 15.38%
PWSG
6955
Pacific Wealth Strategies Group
California
$174M +$13.8M +9% 11.8% 75.5% 64 10.94%
KCM
6956
Kalehua Capital Management
Texas
$174M +$32.6M +23% 45.2% 33 45.45%
CPCP
6957
Cedar Point Capital Partners
Iowa
$174M +$19.9M +13% 10.1% 78 10.26%
MCM
6958
MontVue Capital Management
Virginia
$174M +$27M +18% 15.5% 78 14.1%
MEAC
6959
M.E. Allison & Co
Texas
$174M +$22.9M +15% 18.3% 205 10.73%
CTFG
6960
Capstone Triton Financial Group
Oklahoma
$174M +$116M +203% 30.9% 129 75.19%
MW
6961
Melia Wealth
Oklahoma
$174M -$32.9M -16% 2.8% 23 4.35%
SF
6962
Strategent Financial
Virginia
$174M +$26.4M +18% 14.3% 41 0%
LW
6963
Livet Wealth
Utah
$173M +$16.1M +10% 9.25% 131 17.56%
EP
6964
Ehrenkranz Partners
New York
$173M +$46.8M +37% 25.1% 54 22.22%
PAM
6965
PVG Asset Management
Colorado
$173M +$3.83M +2% 37.6% 139 15.11%
NIM
6966
Natixis Investment Managers
Massachusetts
$173M +$96.3M +125% 2.43% 4 50%
SFP
6967
SwitchPoint Financial Planning
Utah
$173M +$25.7M +17% 11.8% 72 12.5%
C
6968
Covestor
United Kingdom
$173M +$28.8M +20% 27.7% 136% 2,923 7.29%
SHF
6969
Stage Harbor Financial
Massachusetts
$173M +$22.3M +15% 10.9% 66 10.61%
AIFAIM
6970
American Institute for Advanced Investment Management
Arizona
$173M +$18.7M +12% 14.6% 72.8% 162 7.41%
GWA
6971
Gutierrez Wealth Advisory
Arkansas
$173M +$12.1M +8% 11.7% 73 8.22%
KCIC
6972
Kuhn & Co Investment Counsel
Illinois
$173M +$17.8M +11% 15.6% 155 12.26%
TA
6973
Teton Advisors
New York
$173M +$30.8M +22% 41.5% 139% 163 9.82%
CAM
6974
Concorde Asset Management
Michigan
$173M -$31.1M -15% 22.1% 231 44.59%
AWA
6975
Archvest Wealth Advisors
California
$173M +$17.8M +12% 11.3% 47.8% 81 18.52%