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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
ACMG
7001
Anchor Capital Management Group
California
$144M -$53.8M -27% 5.04% 18 22.22%
GFA
7002
Gladwyn Financial Advisors
Virginia
$144M +$1.41M +1% 1.44% 87 1.15%
AWM
7003
Aureum Wealth Management
Florida
$144M +$35.9M +33% 0.04% 63 26.98%
PCM
7004
Pincus Capital Management
New York
$144M -$6.21M -4% 1.55% 52 5.77%
GGI
7005
GordonMD Global Investments
California
$144M +$4.1M +3% 1.79% 16 18.75%
CWMA
7006
Capstone Wealth Management (Alabama)
Alabama
$143M +$6.38M +5% 2.28% 52 11.54%
WAM
7007
Wernau Asset Management
Massachusetts
$143M -$41.5M -22% 3.92% 52 9.62%
AAM
7008
Ackerman Asset Management
Maryland
$143M -$7.03M -5% 4.92% 39 25.64%
SA
7009
Stolz & Associates
Washington
$143M +$13.7M +11% 0.88% 34 17.65%
HWM
7010
Hemming & Wealth Management
Michigan
$143M -$2.88M -2% 3.5% 16 12.5%
OFO
7011
OneAscent Family Office
Alabama
$143M -$4.36M -3% 2.66% 208 25.96%
MFG
7012
Mustico Financial Group
New York
$143M +$13.5M +10% 1.17% 49 16.33%
MFG
7013
Menard Financial Group
Texas
$143M -$2.53M -2% 3.41% 141% 87 13.79%
PU
7014
Petiole USA
New York
$143M -$11.3M -7% 1.46% 74.9% 34 8.82%
EF
7015
Entrust Financial
Pennsylvania
$143M +$8.37M +6% 1.93% 451 10.86%
CCA
7016
Cooper Capital Advisors
California
$143M -$15.9M -10% 1.9% 46 32.61%
IAG
7017
Ipsen Advisor Group
Arkansas
$143M +$2.18M +2% 1.59% 105 3.81%
GT
7018
GreatBanc Trust
Illinois
$143M +$992K +0.7% 1.51% 78 21.79%
NWS
7019
Nvest Wealth Strategies
Ohio
$143M +$6.58M +5% 2.94% 414 52.42%
12CM
7020
11.2 Capital Management
Nevada
$143M -$29.2M -17% 17% 1 0%
SC
7021
Settian Capital
New York
$143M -$7.17M -5% 2.77% 62.5% 31 35.48%
PWA
7022
Primoris Wealth Advisors
Florida
$143M -$24.4M -15% 0.45% 182% 124 33.06%
SRS
7023
Strong Retirement Solutions
Washington
$143M -$5.67M -4% 4.96% 93 17.2%
CA
7024
Chatterton & Associates
California
$143M +$25.9M +22% 0.12% 102 22.55%
BAG
7025
Bauman Advisory Group
Nevada
$143M +$18.6M +15% 0.28% 70 37.14%