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
PWP
3501
Precedent Wealth Partners
Texas
$454M +$45.9M +11% 179
CWA
3502
Clarity Wealth Advisors
California
$454M +$48.5M +12% 102
MWM
3503
Mascoma Wealth Management
New Hampshire
$454M +$23M +5% 488
NFW
3504
Noble Family Wealth
Florida
$453M +$44.2M +11% 86
BRM
3505
Boston Research & Management
Massachusetts
$453M +$35M +8% 121
MFS
3506
Madrona Financial Services
Washington
$453M +$36.2M +9% 125
FTA
3507
Financial & Tax Architects
Missouri
$453M +$41.5M +10% 122
ACA
3508
Apis Capital Advisors
New York
$453M +$171M +61% 66
CRWM
3509
Castle Rock Wealth Management
California
$452M +$24.5M +6% 261
RGC
3510
Rubicon Global Capital
United Kingdom
$452M -$179M -28% 10
TCMV
3511
Technology Crossover Management VIII
California
$452M -$7.42M -2% 5
AA
3512
Ashford Advisors
New York
$452M +$20.6M +5% 21
LF
3513
Lantz Financial
Illinois
$452M +$50.7M +13% 251
VCM
3514
Verde Capital Management
Michigan
$451M +$46.1M +11% 73
MC
3515
Miramar Capital
Illinois
$451M +$28M +7% 62
JF
3516
JSF Financial
California
$451M +$30M +7% 139
IP
3517
Isthmus Partners
Wisconsin
$451M -$405M -47% 228
SFCL
3518
Strengthening Families & Communities LLC
Massachusetts
$450M +$271M +150% 739
BPIM
3519
Brant Point Investment Management
New York
$450M +$11.5M +3% 124
HSG
3520
Helen Stephens Group
Texas
$450M +$47.3M +12% 108
SWMG
3521
Sanchez Wealth Management Group
Florida
$450M +$35.6M +9% 51
RCI
3522
RS Crum Inc
California
$450M +$32.8M +8% 99
HPCM
3523
Hunter Perkins Capital Management
Illinois
$450M +$29.5M +7% 117
AWMG
3524
Alliance Wealth Management Group
New Jersey
$450M +$56.9M +14% 95
AIA
3525
AssuredPartners Investment Advisors
Florida
$449M +$40.3M +10% 289