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
CA
4051
Continuum Advisory
Idaho
$134M -$2.34M -2% 167
AWM
4052
Aries Wealth Management
Maine
$134M +$39.4M +42% 158
CWA
4053
Clarus Wealth Advisors
Arizona
$134M +$70.1M +110% 751
UTC
4054
Unified Trust Company
Kentucky
$134M +$23.6M +21% 53
LHC
4055
Little House Capital
Massachusetts
$133M +$29.9M +29% 297
SWM
4056
Shakespeare Wealth Management
Wisconsin
$133M +$3.59M +3% 45
GAAM
4057
Guinness Atkinson Asset Management
California
$133M +$16.2M +14% 66
CAM
4058
Crown Advisors Management
California
$133M +$36.9M +38% 50
AGA
4059
Arkos Global Advisors
Texas
$133M +$10.7M +9% 55
LC
4060
Lodbrok Capital
United Kingdom
$133M +$28.2M +27% 1
LCM
4061
Lonestar Capital Management
California
$133M +$22.1M +20% 29
CCM
4062
Colorado Capital Management
Colorado
$133M +$13.4M +11% 87
MWM
4063
MinichMacGregor Wealth Management
New York
$133M -$13.1M -9% 126
AWM
4064
AllSquare Wealth Management
New York
$133M +$12.1M +10% 505
AFNAS
4065
American Financial Network Advisory Services
California
$133M -$7.02M -5% 176
BAM
4066
Boyar Asset Management
New York
$133M +$11.6M +10% 74
LWM
4067
Liberty Wealth Management
California
$133M -$1.3M -1% 901
AIA
4068
Arcadia Investment Advisors
Idaho
$133M +$19M +17% 72
MA
4069
Mangham Associates
Virginia
$133M +$21.4M +19% 6
NWM
4070
Northwest Wealth Management
Iowa
$133M +$14.5M +12% 566
DC
4071
DeDora Capital
California
$133M +$19.6M +17% 90
HW
4072
Hedeker Wealth
Illinois
$133M +$7.89M +6% 69
AAM
4073
American Asset Management
Florida
$132M -$3.98M -3% 113
TC
4074
TAP Consulting
Missouri
$132M 93
RTC
4075
Riverview Trust Company
Washington
$132M +$4.44M +3% 449