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
HFS
3826
Howard Financial Services
Texas
$151M +$4.79M +3% 118
FSA
3827
Financial Services Advisory
Maryland
$151M -$2.4M -2% 25
SWMG
3828
Signature Wealth Management Group
Georgia
$151M +$1.28M +0.9% 81
JIC
3829
JRM Investment Counsel
Nebraska
$151M +$7.2M +5% 28
ACM
3830
Adalta Capital Management
New York
$151M -$1.2M -0.8% 96
BAMG
3831
Brand Asset Management Group
Missouri
$151M -$1.46M -1% 333
PGWM
3832
Parisi Gray Wealth Management
New Jersey
$151M +$3.9M +3% 104
GTAM
3833
Global Trust Asset Management
Florida
$151M +$1.64M +1% 473
WA
3834
Wealthstar Advisors
Texas
$151M +$7.61M +5% 71
LRIA
3835
Leonard Rickey Investment Advisors
Washington
$150M +$1.7M +1% 83
AWM
3836
Aries Wealth Management
Maine
$150M +$7.3M +5% 168
HIS
3837
Horizon Investment Services
Indiana
$150M +$3.13M +2% 106
CAGAS
3838
Capital Advisory Group Advisory Services
Minnesota
$150M +$377K +0.3% 466
CAAS
3839
Capital Asset Advisory Services
Michigan
$150M +$20.4M +16% 118
BC
3840
Birchview Capital
Vermont
$150M -$14.4M -9% 55
JAM
3841
JLP Asset Management
New York
$150M -$2.76M -2% 31
AWMS
3842
Advocacy Wealth Management Services
Georgia
$150M +$11.7M +8% 192
AF
3843
Aldebaran Financial
$150M +$5.07M +4% 96
AIM
3844
Aspen Investment Management
Michigan
$150M -$2.21M -1% 136
SC
3845
Scholtz & Company
Connecticut
$150M -$4.69M -3% 64
SFC
3846
SYM Financial Corp
Indiana
$150M -$6.15M -4% 76
1NWS
3847
1 North Wealth Services
Maryland
$150M 355
UTC
3848
Unified Trust Company
Kentucky
$150M +$5.88M +4% 60
BT
3849
Brandywine Trust
Delaware
$149M +$7.93M +6% 42
MS
3850
Mizuho Securities
Japan
$149M +$72.5M +94% 181