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
PWM
3376
PBMares Wealth Management
Virginia
$407M +$23.4M +6% 188
SI
3377
Squadra Investments
Brazil
$407M -$113M -22% 4
CWM
3378
Cranbrook Wealth Management
Michigan
$406M +$11.1M +3% 317
FCA
3379
FLC Capital Advisors
California
$406M +$10.6M +3% 173
JSC
3380
Jackson Square Capital
California
$406M +$18M +5% 149
CWM
3381
CMH Wealth Management
New Hampshire
$406M +$12.7M +3% 51
NQWM
3382
Northwest Quadrant Wealth Management
Oregon
$406M -$2.15M -0.5% 66
MF
3383
Manchester Financial
California
$406M +$22.9M +6% 112
GG
3384
GenWealth Group
New Jersey
$406M +$9.27M +2% 68
AFIA
3385
America First Investment Advisors
Nebraska
$406M -$5.09M -1% 86
FGP
3386
Foyston, Gordon, & Payne
Ontario, Canada
$406M -$9.45M -2% 60
AIS
3387
AM Investment Strategies
Tennessee
$406M +$11.6M +3% 114
CWM
3388
Compass Wealth Management
Connecticut
$405M +$5.72M +1% 413
SCM
3389
Silverarc Capital Management
Massachusetts
$405M +$48.5M +14% 86
KA
3390
Kozak & Associates
Colorado
$405M +$33.1M +9% 460
CMA
3391
Cedar Mountain Advisors
Oregon
$405M +$7.31M +2% 366
TWD
3392
True Wealth Design
Ohio
$405M +$3.41M +0.8% 834
SAS
3393
SMI Advisory Services
Indiana
$404M +$48.2M +14% 74
ACM
3394
Alight Capital Management
New York
$404M +$89.1M +28% 76
DI
3395
Diligent Investors
California
$404M +$5.12M +1% 353
PSP
3396
Pacific Sage Partners
Washington
$403M +$17.2M +4% 104
NB
3397
Nicolet Bankshares
Wisconsin
$403M -$1.43M -0.4% 219
CAMV
3398
Concord Asset Management (Virginia)
Virginia
$403M +$23.2M +6% 137
WHGC
3399
Wealth High Governance Capital
Brazil
$403M -$44.1M -10% 85
SSA
3400
Sierra Summit Advisors
Nevada
$403M +$35.6M +10% 166