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
BAMG
3826
Brand Asset Management Group
Missouri
$151M -$1.46M -1% 333
PGWM
3827
Parisi Gray Wealth Management
New Jersey
$151M +$3.9M +3% 104
GTAM
3828
Global Trust Asset Management
Florida
$151M +$1.64M +1% 473
WA
3829
Wealthstar Advisors
Texas
$151M +$7.61M +5% 71
LRIA
3830
Leonard Rickey Investment Advisors
Washington
$150M +$1.7M +1% 83
AWM
3831
Aries Wealth Management
Maine
$150M +$7.3M +5% 168
HIS
3832
Horizon Investment Services
Indiana
$150M +$3.13M +2% 106
CAGAS
3833
Capital Advisory Group Advisory Services
Minnesota
$150M +$377K +0.3% 466
CAAS
3834
Capital Asset Advisory Services
Michigan
$150M +$20.4M +16% 118
BC
3835
Birchview Capital
Vermont
$150M -$14.4M -9% 55
JAM
3836
JLP Asset Management
New York
$150M -$2.76M -2% 31
AWMS
3837
Advocacy Wealth Management Services
Georgia
$150M +$11.7M +8% 192
AF
3838
Aldebaran Financial
$150M +$5.07M +4% 96
AIM
3839
Aspen Investment Management
Michigan
$150M -$2.21M -1% 136
SC
3840
Scholtz & Company
Connecticut
$150M -$4.69M -3% 64
SFC
3841
SYM Financial Corp
Indiana
$150M -$6.15M -4% 76
1NWS
3842
1 North Wealth Services
Maryland
$150M 355
UTC
3843
Unified Trust Company
Kentucky
$150M +$5.88M +4% 60
BT
3844
Brandywine Trust
Delaware
$149M +$7.93M +6% 42
MS
3845
Mizuho Securities
Japan
$149M +$72.5M +94% 181
CA
3846
Continuum Advisory
Idaho
$149M +$3.78M +3% 136
CAM
3847
Crown Advisors Management
California
$149M +$4.93M +3% 55
AFA
3848
Alta Fundamental Advisers
New York
$149M -$4.17M -3% 21
CWM
3849
Cedar Wealth Management
California
$149M -$5.27M -3% 177
CGI
3850
Cougar Global Investments
Ontario, Canada
$149M +$1.64M +1% 19