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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
GWM
7601
GK Wealth Management
Nevada
$115M -$35.9M -24% 0.31% 232 93.53%
ACM
7602
Ativo Capital Management
Illinois
$115M +$902K +0.8% 2.5% 57.9% 58 10.34%
IASG
7603
Investment Advisory Services Group
Florida
$115M +$2.28M +2% 3.19% 31 6.45%
PA
7604
Powerhouse Assets
Massachusetts
$115M +$1.22M +1% 1.73% 56 5.36%
ACM
7605
Anabranch Capital Management
Connecticut
$115M -$33.9M -23% 15.7% 160% 5 0%
PHWM
7606
Palatine Hill Wealth Management
Michigan
$115M -$9.15M -7% 4.39% 51 9.8%
RA
7607
Rubicon Advisors
California
$115M +$6.77M +6% 3.25% 89 21.35%
AWA
7608
Asempa Wealth Advisors
Louisiana
$115M -$1.27M -1% 0.89% 120 10%
MCI
7609
MRP Capital Investments
Georgia
$115M -$4.54M -4% 3.24% 153% 230 21.74%
DF
7610
Dedeker Financial
Minnesota
$115M +$3.03M +3% 3.08% 63 33.33%
HWM
7611
HBE Wealth Management
Nebraska
$115M +$8.43M +8% 1.7% 55 16.36%
BDL
7612
Bey-Douglas LLC
Georgia
$115M -$10.2M -8% 8.04% 57 26.32%
SCM
7613
Summerhill Capital Management
Ontario, Canada
$115M +$6.3M +6% 1.39% 36 55.56%
MASM
7614
MH & Associates Securities Management
California
$115M -$7.87M -6% 13.6% 104 7.69%
KF
7615
Kelsey Financial
California
$114M -$2.06M -2% 1.5% 67 13.43%
KA
7616
Kailix Advisors
Florida
$114M +$24.6M +27% 22.6% 27% 13 53.85%
WA
7617
Winter & Associates
Minnesota
$114M +$6.04M +6% 0.58% 87 9.2%
SCC
7618
Seal Cove Capital
California
$114M +$6.96M +6% 5.31% 19 15.79%
Q1WB
7619
Quest 10 Wealth Builders
Virginia
$114M +$2.3M +2% 1.2% 862 20.65%
SI
7620
Stirlingshire Investments
New York
$114M +$1.32M +1% 0.49% 221 27.15%
LRWM
7621
Lord & Richards Wealth Management
Colorado
$114M -$2.45M -2% 2.57% 53 9.43%
MWM
7622
Maimon Wealth Management
Israel
$114M +$6.35M +6% 0.06% 78 10.26%
CH
7623
CDKV Holdings
Colorado
$114M -$5.63M -5% 2.39% 284 5.63%
BCM
7624
Barrier Capital Management
California
$114M -$22M -16% 4.25% 151% 23 65.22%
CW
7625
CrossGen Wealth
North Carolina
$114M +$339K +0.3% 3.64% 209 9.57%