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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
BRIA
7101
Balanced Rock Investment Advisors
Massachusetts
$137M +$9.34M +7% 4.51% 97 2.06%
AWF
7102
Alpha Wealth Funds
Utah
$137M +$17.8M +15% 3.04% 63 49.21%
RSF
7103
Rik Saylor Financial
Ohio
$137M +$6.87M +5% 6.39% 84 2.38%
BCM
7104
BluePath Capital Management
Georgia
$137M +$23M +20% 11.8% 101% 88 7.95%
SHF
7105
Stage Harbor Financial
Massachusetts
$137M +$13.6M +11% 6.62% 60 13.33%
GWM
7106
GK Wealth Management
Nevada
$137M +$25.8M +23% 19.2% 195 30.77%
EC
7107
Enhancing Capital
Pennsylvania
$137M +$5.55M +4% 8.65% 94 9.57%
BC
7108
Broadwater Capital
Massachusetts
$137M +$8.06M +6% 8.71% 220 1.36%
AWA
7109
AGH Wealth Advisors
Kansas
$136M +$15.1M +12% 8.75% 134 12.69%
SPWM
7110
Schrum Private Wealth Management
Florida
$136M +$11.7M +9% 8.21% 60.9% 130 4.62%
MPW
7111
Magnolia Private Wealth
Pennsylvania
$136M +$7.36M +6% 7.41% 115 15.65%
FWM
7112
Forefront Wealth Management
Pennsylvania
$136M +$11.6M +9% 10.7% 72 18.06%
PCU
7113
Palliser Capital (UK)
United Kingdom
$136M -$831K -0.6% 10.7% 57% 8 62.5%
WSFG
7114
Wall Street Financial Group
Illinois
$136M +$25.4M +23% 10.6% 103 24.27%
JWM
7115
Jacksonville Wealth Management
Florida
$136M +$11.8M +9% 7.28% 68 4.41%
CSA
7116
Cornerstone Select Advisors
Missouri
$136M +$22.4M +20% 12.4% 115 8.7%
SWM
7117
SpringVest Wealth Management
Texas
$136M +$12.5M +10% 4.45% 67 11.94%
SF
7118
SageOak Financial
Oklahoma
$136M +$11M +9% 4.64% 33 6.06%
SC
7119
Schubert & Co
Texas
$136M -$5.44M -4% 0.63% 47.3% 72 11.11%
DW
7120
Durante & Waters
New York
$136M +$8.88M +7% 7.11% 33 3.03%
WH
7121
Wallace Hart
Kentucky
$136M +$10.3M +8% 8.84% 60 51.67%
BGI
7122
B Group Inc
Texas
$136M +$6.01M +5% 4.02% 21 23.81%
MCM
7123
Moon Capital Management
New York
$136M +$4.41M +3% 19.3% 76.3% 16 50%
AF
7124
Amara Financial
California
$136M +$22.2M +20% 6.98% 48 12.5%
DAM
7125
Diamant Asset Management
Connecticut
$136M +$4.46M +3% 10.9% 66.9% 72 2.78%