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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 Avg Time
Held (Qtrs)
GFA
7251
Gladwyn Financial Advisors
Virginia
$160M +$16.2M +11% 8.46% – 86 4.65% 3.9
WWC
7252
Waypoint Wealth Counsel
Georgia
$160M -$33.5M -17% 15.8% 96.6% 243 43.62% 6.9
BWM
7253
BAM Wealth Management
Colorado
$160M +$26.1M +20% 12.4% – 188 27.66% 2.1
S
7254
Systrade
Liechtenstein
$160M +$10.7M +7% 10.2% 152% 14 21.43% 4.1
WH
7255
Willner & Heller
California
$160M +$25.5M +19% 30.8% – 172 10.47% 11.6
AAMG
7256
AMG Asset Management Group
Georgia
$160M +$30.8M +24% 21.5% – 94 17.02% 1.1
LI
7257
LDIC Inc
$160M – – 10.8% – 25 – 0
ACM
7258
Aubrey Capital Management
United Kingdom
$160M -$26.5M -14% 30.6% 296% 64 60.94% 2.9
AC
7259
Avant Capital
Louisiana
$160M +$17.4M +12% 14.1% – 87 13.79% 11.8
KCAM
7260
Kagan Cocozza Asset Management
New Jersey
$160M +$17.5M +12% 10.1% – 70 5.71% 5.3
PWAM
7261
Papamarkou Wellner Asset Management
New York
$159M -$4.27M -3% 9.08% – 91 23.08% 4.7
SWM
7262
Sagace Wealth Management
Florida
$159M +$10.2M +7% 7.94% – 72 4.17% 5.8
CSI
7263
Clark & Stuart Inc
Maine
$159M +$11M +7% 9.09% – 57 14.04% 4.6
CFWMA
7264
Center for Wealth Management Advisory
Ohio
$159M +$20.4M +15% 18.4% – 68 17.65% 1.7
RHAM
7265
Round Hill Asset Management
California
$159M +$6.58M +4% 5.63% 43.2% 63 3.17% 22.8
ADEF
7266
ABS Direct Equity Fund
Connecticut
$159M +$28.3M +22% 29% – 151 54.3% 1.6
AIM
7267
ABS Investment Management
Connecticut
$159M – – 29% – 111 – 0
CGF
7268
Constant Guidance Financial
Massachusetts
$159M +$14.6M +10% 9.26% 79.6% 75 54.67% 2.3
ALM
7269
Argosy-Lionbridge Management
New York
$159M +$16.6M +12% 9.04% – 21 38.1% 2
4PL
7270
46 Peaks LLC
Pennsylvania
$159M +$21.7M +16% 9.97% – 30 30% 1.4
OFG
7271
Opulen Financial Group
Virginia
$159M +$16.9M +12% 12.2% – 120 8.33% 4.9
SWM
7272
SpringVest Wealth Management
Texas
$159M +$12.6M +9% 7.52% – 76 14.47% 4.7
JAIC
7273
Josh Arnold Investment Consultant
Minnesota
$159M +$42M +36% 108% 272% 25 64% 3
MPA
7274
Marvin & Palmer Associates
Delaware
$159M +$75.4M +90% 46.2% 392% 37 67.57% 1.5
MWML
7275
Morrissey Wealth Management, LLC
Connecticut
$159M – – 9.73% – 30 – 0