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
FPTW
3701
Franklin, Parlapiano, Turner & Welch
Texas
$371M +$1.27M +0.3% 52
CRWM
3702
Castle Rock Wealth Management
California
$370M -$49.5M -12% 239
MMG
3703
Monetary Management Group
Missouri
$370M -$14.8M -4% 332
SA
3704
Stewardship Advisors
Pennsylvania
$370M +$9.4M +3% 162
CFO
3705
Collective Family Office
Pennsylvania
$370M +$5.48M +2% 166
SFA
3706
Semmax Financial Advisors
North Carolina
$370M -$5.18M -1% 437
BI
3707
Bulldog Investors
New Jersey
$370M -$13.3M -3% 171
KWS
3708
Keystone Wealth Services
California
$369M -$8.35M -2% 273
BWM
3709
BigSur Wealth Management
Florida
$369M +$19.2M +5% 160
PPC
3710
Park Place Capital
Alabama
$369M +$11.7M +3% 886
DCM
3711
Davidson Capital Management
Texas
$369M -$11.2M -3% 96
TPWM
3712
Twelve Points Wealth Management
Massachusetts
$369M +$20.7M +6% 186
AWM
3713
Aries Wealth Management
Maine
$368M +$5.07M +1% 237
SWMG
3714
Sanchez Wealth Management Group
Florida
$368M +$2.18M +0.6% 50
MCA
3715
Magnolia Capital Advisors
Mississippi
$368M -$18.4M -5% 239
LI
3716
Louisbourg Investments
New Brunswick, Canada
$368M -$13M -3% 185
SIAG
3717
Safeguard Investment Advisory Group
California
$368M +$3.43M +0.9% 143
VIA
3718
Virtus Investment Advisers
Connecticut
$368M +$240M +188% 777
EGI
3719
EAM Global Investors
California
$367M -$190M -34% 163
PCM
3720
PenderFund Capital Management
British Columbia, Canada
$367M -$98.3M -21% 179
RDFA
3721
Ritter Daniher Financial Advisory
Ohio
$367M +$12.4M +4% 332
AA
3722
Addison Advisors
Vermont
$367M +$7.03M +2% 886
NDSI
3723
Newman Dignan & Sheerar Inc
Rhode Island
$366M -$24M -6% 182
AVA
3724
Atlas Venture Advisors
Massachusetts
$366M -$97.4M -21% 4
SHWM
3725
Smith & Howard Wealth Management
Georgia
$366M +$12.7M +4% 84