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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
PS
7226
Planning Strategies
Pennsylvania
$160M 10.4% 1,068
BRIA
7227
Balanced Rock Investment Advisors
Massachusetts
$160M +$17.8M +12% 10.2% 105 11.43%
GWA
7228
Gibson Wealth Advisors
Texas
$160M +$11.1M +7% 11% 38 23.68%
HA
7229
HFG Advisors
Ohio
$160M +$18.2M +13% 16.3% 69.7% 130 20%
SH
7230
SLT Holdings
Arizona
$160M +$12.4M +8% 30.6% 175 36.57%
SA
7231
Stolz & Associates
Washington
$160M +$16.9M +12% 7.5% 33 12.12%
CI
7232
Chartist Inc
California
$160M +$21M +15% 14.6% 21 4.76%
EU
7233
Emory University
Georgia
$160M -$107M -40% 4.88% 7 14.29%
WH
7234
Wallace Hart
Kentucky
$160M +$87.5M +121% 34.7% 47 31.91%
CPW
7235
Cogent Private Wealth
Florida
$160M +$21.5M +16% 12.1% 119 19.33%
NWS
7236
Nvest Wealth Strategies
Ohio
$160M +$17.1M +12% 10.4% 435 28.05%
SGM
7237
Sellaronda Global Management
New York
$160M +$7.48M +5% 15.1% 12 50%
GFA
7238
Gladwyn Financial Advisors
Virginia
$160M +$16.2M +11% 8.46% 86 4.65%
WWC
7239
Waypoint Wealth Counsel
Georgia
$160M -$33.5M -17% 15.8% 96.6% 243 43.62%
BWM
7240
BAM Wealth Management
Colorado
$160M +$26.1M +20% 12.4% 188 27.66%
S
7241
Systrade
Liechtenstein
$160M +$10.7M +7% 10.2% 230% 14 21.43%
WH
7242
Willner & Heller
California
$160M +$25.5M +19% 30.8% 172 10.47%
AAMG
7243
AMG Asset Management Group
Georgia
$160M +$30.8M +24% 21.5% 94 17.02%
LI
7244
LDIC Inc
$160M 10.8% 25
ACM
7245
Aubrey Capital Management
United Kingdom
$160M -$26.5M -14% 30.6% 296% 64 60.94%
AC
7246
Avant Capital
Louisiana
$160M +$17.4M +12% 14.1% 87 13.79%
KCAM
7247
Kagan Cocozza Asset Management
New Jersey
$160M +$17.5M +12% 10.1% 70 5.71%
PWAM
7248
Papamarkou Wellner Asset Management
New York
$159M -$4.27M -3% 9.08% 91 23.08%
SWM
7249
Sagace Wealth Management
Florida
$159M +$10.2M +7% 7.94% 72 4.17%
CSI
7250
Clark & Stuart Inc
Maine
$159M +$11M +7% 9.09% 57 14.04%