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
SWMG
3826
Signature Wealth Management Group
Georgia
$151M +$1.28M +0.9% 81
JIC
3827
JRM Investment Counsel
Nebraska
$151M +$7.2M +5% 28
ACM
3828
Adalta Capital Management
New York
$151M -$1.2M -0.8% 96
BAMG
3829
Brand Asset Management Group
Missouri
$151M -$1.46M -1% 333
PGWM
3830
Parisi Gray Wealth Management
New Jersey
$151M +$3.9M +3% 104
GTAM
3831
Global Trust Asset Management
Florida
$151M +$1.64M +1% 473
WA
3832
Wealthstar Advisors
Texas
$151M +$7.61M +5% 71
LRIA
3833
Leonard Rickey Investment Advisors
Washington
$150M +$1.7M +1% 83
AWM
3834
Aries Wealth Management
Maine
$150M +$7.3M +5% 168
HIS
3835
Horizon Investment Services
Indiana
$150M +$3.13M +2% 106
CAGAS
3836
Capital Advisory Group Advisory Services
Minnesota
$150M +$377K +0.3% 466
CAAS
3837
Capital Asset Advisory Services
Michigan
$150M +$20.4M +16% 118
BC
3838
Birchview Capital
Vermont
$150M -$14.4M -9% 55
JAM
3839
JLP Asset Management
New York
$150M -$2.76M -2% 31
AWMS
3840
Advocacy Wealth Management Services
Georgia
$150M +$11.7M +8% 192
AF
3841
Aldebaran Financial
$150M +$5.07M +4% 96
AIM
3842
Aspen Investment Management
Michigan
$150M -$2.21M -1% 136
SC
3843
Scholtz & Company
Connecticut
$150M -$4.69M -3% 64
SFC
3844
SYM Financial Corp
Indiana
$150M -$6.15M -4% 76
1NWS
3845
1 North Wealth Services
Maryland
$150M 355
UTC
3846
Unified Trust Company
Kentucky
$150M +$5.88M +4% 60
BT
3847
Brandywine Trust
Delaware
$149M +$7.93M +6% 42
MS
3848
Mizuho Securities
Japan
$149M +$72.5M +94% 181
CA
3849
Continuum Advisory
Idaho
$149M +$3.78M +3% 136
CAM
3850
Crown Advisors Management
California
$149M +$4.93M +3% 55