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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
FNWA
8326
Financial Network Wealth Advisors
Utah
$96M +$4.57M +5% 1.82% 861 5.92%
ABG
8327
Ally Bridge Group
New York
$96M -$68.2M -42% 61.1% 826% 33 72.73%
UFA
8328
Unify Financial Advisors
Florida
$96M 3.05% 94
IWA
8329
Independent Wealth Advisors
North Carolina
$95.8M 4.29% 63
ERWM
8330
E&R Wealth Management
South Carolina
$95.8M 1.17% 12
ITG
8331
Index Technologies Group
New York
$95.8M 3.18% 142
PWM
8332
Partners Wealth Management
California
$95.7M -$5.56M -5% 1.65% 126 17.46%
PHIMC
8333
Private Harbour Investment Management & Counsel
Ohio
$95.6M -$958K -1% 8.19% 82.6% 40 10%
OIM
8334
Oceanic Investment Management
Isle Of Man
$95.5M 12% 40
SG
8335
Sherry Group
Arkansas
$95.4M 0.7% 43
VIP
8336
Value Investment Professionals
New York
$95.4M 2.77% 77
WAG
8337
Wallace Advisory Group
California
$95.3M -$29.1M -23% 5.47% 50.9% 177 32.77%
WCBA
8338
Weaver C. Barksdale & Associates
Tennessee
$95.3M -$8.62M -8% 1.03% 52.2% 62 0%
APW
8339
Axim Planning & Wealth
Ohio
$95.1M -$31.7M -25% 16.2% 3.66% 96 36.46%
KAM
8340
Kazazian Asset Management
Florida
$95M +$12.1M +15% 7.7% 56 26.79%
TWM
8341
Tortuga Wealth Management
California
$94.9M 4.55% 105
BI
8342
Breachway Investments
Rhode Island
$94.8M 2.02% 98
TF
8343
Thayer Financial
North Carolina
$94.6M 1.88% 33
MTI
8344
Merrithew & Thorsten Inc
California
$94.5M 0.14% 113
VCM
8345
Vennlight Capital Management
Connecticut
$94.5M +$17.7M +23% 3.89% 46 84.78%
OIS
8346
OneAscent Investment Solutions
Alabama
$94.4M +$399K +0.4% 1.74% 128 12.5%
BFS
8347
Boyer Financial Services
California
$94.3M 1.78% 51
PCP
8348
Pacific Capital Partners
$94.2M +$4.34M +5% 4.01% 49.8% 37 13.51%
SFO
8349
Standard Family Office
South Dakota
$94.1M +$1.85M +2% 2.06% 67.6% 29 0%
FCM
8350
Fourier Capital Management
$94.1M 15.2% 20