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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
PWM
7151
Palacios Wealth Management
Florida
$122M -$13M -10% 26.7% 77 24.68%
FG
7152
Fairman Group
Pennsylvania
$122M +$12.5M +11% 7.17% 261 3.07%
RWP
7153
Ridgeline Wealth Planning
Ohio
$121M +$19.7M +19% 10.1% 37 5.41%
WU
7154
Washington University
Missouri
$121M +$10.5M +10% 30.2% 44% 4 50%
AFA
7155
Avant Financial Advisors
Texas
$121M +$11.1M +10% 8.14% 65 3.08%
ACP
7156
Argyle Capital Partners
California
$121M +$4.71M +4% 6.17% 150 8%
SIA
7157
Summit Investment Advisors
Maryland
$121M +$8.92M +8% 4.85% 56 3.57%
SCM
7158
Shorepath Capital Management
Utah
$121M -$11.2M -8% 10.9% 24 8.33%
AWA
7159
AGH Wealth Advisors
Kansas
$121M +$17.7M +17% 12.4% 134 16.42%
PWM
7160
PMG Wealth Management
Illinois
$121M +$27M +29% 7.34% 54 24.07%
LW
7161
Lauer Wealth
Indiana
$121M -$8.81M -7% 13.6% 75.5% 73 50.68%
AFW
7162
Avantra Family Wealth
Pennsylvania
$121M +$16.9M +16% 11.5% 167 32.34%
GDCM
7163
Galaxy Digital Capital Management
New York
$121M +$32.9M +37% 68.4% 57 59.65%
BCM
7164
Boreal Capital Management
Florida
$121M 9.67% 488
CPA
7165
Cathy Pareto & Associates
Florida
$121M +$7.95M +7% 6.48% 89 8.99%
EBA
7166
Eagle Bay Advisors
New York
$121M +$2.99M +3% 9.08% 62.7% 119 10.08%
HAM
7167
Hickory Asset Management
Ohio
$121M +$8.38M +7% 9.66% 94 8.51%
PA
7168
Persium Advisors
Georgia
$121M +$15.3M +15% 9.04% 65 16.92%
ACMC
7169
Anchor Capital Management Company
North Carolina
$121M +$20.7M +21% 11.6% 11 27.27%
LF
7170
LifePlan Financial
Minnesota
$121M +$6M +5% 5.66% 95 12.63%
GCG
7171
Gilbert Capital Group
Maine
$121M 8.78% 48
IWB
7172
Innovative Wealth Building
Maryland
$121M +$12.1M +11% 8.64% 55 16.36%
DQRIM
7173
Dale Q Rice Investment Management
Washington
$121M -$73M -38% 23.6% 95 31.58%
RC
7174
Rexford Capital
Texas
$121M 7.49% 280
WFS
7175
WealthGarden F.S.
California
$120M +$16.5M +16% 10.8% 142 17.61%