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
AAM
3801
Ameraudi Asset Management
New York
$133M +$6.75M +5% 48
TVAMP
3802
Tennessee Valley Asset Management Partners
Tennessee
$133M -$24.9M -16% 65
CWM
3803
Centric Wealth Management
Illinois
$133M +$7.15M +6% 137
SCG
3804
Sonata Capital Group
Washington
$133M -$32.7M -20% 118
OFS
3805
OneAscent Financial Services
Alabama
$133M -$48.1M -27% 209
LAM
3806
Lapides Asset Management
Connecticut
$133M -$59.1M -31% 73
BCFS
3807
Butensky & Cohen Financial Security
Florida
$133M -$42M -24% 92
BG
3808
Berry Group
Massachusetts
$133M -$52.4M -28% 128
DC
3809
DeDora Capital
California
$133M -$33.5M -20% 125
WFM
3810
Wolff Financial Management
Michigan
$132M -$18.3M -12% 86
BHWA
3811
Beacon Harbor Wealth Advisors
Virginia
$132M -$36.8M -22% 63
PCWA
3812
Pacific Capital Wealth Advisors
California
$132M -$17.6M -12% 57
MSFP
3813
Mark Sheptoff Financial Planning
Connecticut
$132M -$26.6M -17% 396
WGRM
3814
Waterton Global Resource Management
Ontario, Canada
$132M -$22.5M -15% 5
EE
3815
EWG Elevate
California
$132M -$52M -28% 87
EPCA
3816
Elizabeth Park Capital Advisors
Ohio
$132M -$123M -48% 45
OFCM
3817
One Fin Capital Management
California
$132M -$51.5M -28% 32
OWM
3818
Opes Wealth Management
California
$132M -$27.6M -17% 58
OFG
3819
Omega Financial Group
California
$132M -$20.2M -13% 65
SCM
3820
Smith Capital Management
Arkansas
$132M -$24.7M -16% 89
PWAP
3821
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$132M -$55.7M -30% 130
BDF
3822
Black Diamond Financial
Maryland
$132M -$6.31M -5% 75
WA
3823
Wealthstar Advisors
Texas
$132M -$23.8M -15% 105
DMBA
3824
Deseret Mutual Benefit Administrators
Utah
$132M +$5.26M +4% 6
CWAF
3825
Core Wealth Advisors (Florida)
Florida
$131M -$42.8M -25% 180