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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
SPWM
7026
Schrum Private Wealth Management
Florida
$136M +$11.7M +9% 8.21% 54.8% 130 4.62%
MPW
7027
Magnolia Private Wealth
Pennsylvania
$136M +$7.36M +6% 7.41% 115 15.65%
FWM
7028
Forefront Wealth Management
Pennsylvania
$136M +$11.6M +9% 10.7% 72 18.06%
PCU
7029
Palliser Capital (UK)
United Kingdom
$136M -$831K -0.6% 10.7% 74.2% 8 62.5%
WSFG
7030
Wall Street Financial Group
Illinois
$136M +$25.4M +23% 10.6% 103 24.27%
JWM
7031
Jacksonville Wealth Management
Florida
$136M +$11.8M +9% 7.28% 68 4.41%
CSA
7032
Cornerstone Select Advisors
Missouri
$136M +$22.4M +20% 12.4% 115 8.7%
SWM
7033
SpringVest Wealth Management
Texas
$136M +$12.5M +10% 4.45% 67 11.94%
SF
7034
SageOak Financial
Oklahoma
$136M +$11M +9% 4.64% 33 6.06%
SC
7035
Schubert & Co
Texas
$136M -$5.44M -4% 0.63% 45.4% 72 11.11%
DW
7036
Durante & Waters
New York
$136M +$8.88M +7% 7.11% 33 3.03%
WH
7037
Wallace Hart
Kentucky
$136M +$10.3M +8% 8.84% 60 51.67%
BGI
7038
B Group Inc
Texas
$136M +$6.01M +5% 4.02% 21 23.81%
MCM
7039
Moon Capital Management
New York
$136M +$4.41M +3% 19.3% 95.6% 16 50%
AF
7040
Amara Financial
California
$136M +$22.2M +20% 6.98% 48 12.5%
DAM
7041
Diamant Asset Management
Connecticut
$136M +$4.46M +3% 10.9% 63.6% 72 2.78%
BWMG
7042
Bannerman Wealth Management Group
Texas
$136M +$5.38M +4% 6.58% 36 13.89%
MQWP
7043
Morey & Quinn Wealth Partners
Nebraska
$136M +$10.7M +9% 8.46% 134 5.97%
HA
7044
HFG Advisors
Ohio
$136M +$9.34M +7% 6.2% 54.8% 110 16.36%
RW
7045
Ridgeline Wealth
Arizona
$135M +$12.9M +10% 7.02% 53 13.21%
S
7046
Systrade
Liechtenstein
$135M +$47.1M +53% 35% 230% 14 21.43%
BTC
7047
Bank & Trust Company
Illinois
$135M +$9M +7% 8.26% 302 9.6%
CAG
7048
Cypress Advisory Group
Arizona
$135M +$6.28M +5% 6.54% 69 5.8%
BCM
7049
Barrier Capital Management
California
$135M -$11.4M -8% 2.42% 151% 16 37.5%
PFG
7050
Pacific Financial Group
Washington
$135M +$6.92M +5% 6.82% 48.4% 63 6.35%