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
PWMG
3251
Prestige Wealth Management Group
New Jersey
$468M -$13.1M -3% 1,076
CTAF
3252
Call To Action Foundation
Utah
$467M -$21.2M -4% 1
A6
3253
Anchor @ 65
Singapore
$467M +$58M +14% 2
IF
3254
Ironwood Financial
Arizona
$466M -$10.4M -2% 164
MCIA
3255
Mountain Capital Investment Advisors
Colorado
$466M -$16.7M -3% 69
FFIC
3256
First Fiduciary Investment Counsel
Ohio
$466M -$25.6M -5% 69
CC
3257
Cadinha & Co
Hawaii
$465M -$137M -23% 106
DAM
3258
Deltec Asset Management
New York
$465M -$40.3M -8% 188
CWC
3259
Carolinas Wealth Consulting
North Carolina
$465M -$43.9M -9% 1,109
MFS
3260
McNamara Financial Services
Massachusetts
$465M +$39.5M +9% 95
BCM
3261
Bourgeon Capital Management
Connecticut
$465M -$71M -13% 127
GF
3262
Goodman Financial
Texas
$464M -$4.16M -0.9% 82
LRIA
3263
Leonard Rickey Investment Advisors
Washington
$464M +$29.5M +7% 112
KI
3264
Koch Inc
Kansas
$464M -$163M -26% 5
BIG
3265
Brooklyn Investment Group
New York
$463M +$128M +38% 2,924
SIA
3266
SeaBridge Investment Advisors
New Jersey
$463M -$15.1M -3% 215
GCM
3267
Gibraltar Capital Management
Oklahoma
$463M +$236M +104% 108
CIG
3268
Capricorn Investment Group
California
$463M -$69.7M -13% 7
SWM
3269
SilverOak Wealth Management
Minnesota
$462M -$2.38M -0.5% 104
LA
3270
Lynch & Associates
Indiana
$462M +$1.46M +0.3% 119
GL
3271
Governors Lane
New York
$462M -$208M -31% 80
GPWA
3272
Great Point Wealth Advisors
Massachusetts
$462M +$4.74M +1% 58
TWP
3273
Tyche Wealth Partners
Texas
$462M -$11.4M -2% 328
IRC
3274
Investors Research Corp
Georgia
$462M +$6.56M +1% 1,000
SSA
3275
Sierra Summit Advisors
Nevada
$462M -$36.4M -7% 202