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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
UIA
7101
UG Investment Advisers
Taiwan
$148M -$286M -66% 4.74% 172% 15 26.67%
AWA
7102
Authentikos Wealth Advisory
California
$148M -$3.04M -2% 1.26% 43.5% 76 21.05%
JWM
7103
Jacksonville Wealth Management
Florida
$148M +$6.83M +5% 3.07% 79 20.25%
SRSA
7104
S.R. Schill & Associates
Washington
$148M +$6.41M +5% 1.91% 36.7% 31 25.81%
FWMM
7105
Foundation Wealth Management (Missouri)
Missouri
$148M -$3.91M -3% 2.92% 64% 45 11.11%
DG
7106
DMC Group
Alabama
$148M -$1.9M -1% 0.42% 99.2% 158 18.99%
MM
7107
MQS Management
New York
$148M -$21.6M -13% 2.17% 6.42% 615 77.72%
OCM
7108
Orleans Capital Management
Louisiana
$148M -$13.1M -8% 1.78% 94.6% 128 22.66%
SH
7109
SLT Holdings
Arizona
$148M -$7.61M -5% 5.94% 164 31.71%
1IA
7110
1620 Investment Advisors
Massachusetts
$148M -$2.19M -1% 4.32% 68.9% 675 6.67%
CWMS
7111
Cannon Wealth Management Services
North Carolina
$148M +$6.17M +4% 1.37% 89 11.24%
RSWA
7112
Robinson Smith Wealth Advisors
Maine
$148M +$1.38M +0.9% 1.18% 86 4.65%
NDBT
7113
North Dallas Bank & Trust
Texas
$148M -$5.56M -4% 1.37% 113 7.08%
NLA
7114
Northern Lights Advisors
Washington
$148M +$1.85M +1% 2.95% 57 5.26%
DCM
7115
Davis Capital Management
Florida
$148M +$2.25M +2% 1% 648 16.2%
WC
7116
Wynnefield Capital
New York
$148M -$30.3M -17% 7.54% 52.1% 12 25%
SFP
7117
SwitchPoint Financial Planning
Utah
$147M +$4.7M +3% 0.36% 65 6.15%
JWM
7118
JP Wealth Management
South Carolina
$147M +$6M +4% 3.49% 16 12.5%
CAM
7119
Campion Asset Management
Virginia
$147M +$3.4M +2% 2.22% 70.2% 83 4.82%
PSIWM
7120
Paradigm Strategies in Wealth Management
Minnesota
$147M -$4.97M -3% 0.56% 37.9% 57 17.54%
EW
7121
Entruity Wealth
California
$147M +$7.03M +5% 2.4% 47 6.38%
PWCM
7122
Processus Wealth & Capital Management
Tennessee
$147M -$4.4M -3% 1.92% 36 5.56%
SF
7123
Strategent Financial
Virginia
$147M -$10.8M -7% 1.53% 41 2.44%
BLFG
7124
Brian Low Financial Group
Louisiana
$147M +$6.06M +4% 0.65% 128 18.75%
LWM
7125
Lighthouse Wealth Management
Ohio
$147M +$801K +0.5% 0.43% 45 8.89%