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
BWA
4051
Beam Wealth Advisors
Louisiana
$300M +$134M +80% 160
NHFG
4052
New Harbor Financial Group
Massachusetts
$300M +$30.8M +11% 61
KCM
4053
Kendall Capital Management
Maryland
$300M +$9.25M +3% 222
MDCM
4054
Morgan Dempsey Capital Management
Wisconsin
$300M -$12.8M -4% 94
AEPWM
4055
Atlantic Edge Private Wealth Management
Florida
$299M +$8.57M +3% 518
ZIMP
4056
Zimmermann Investment Management & Planning
Pennsylvania
$299M +$21.7M +8% 145
MCA
4057
MSH Capital Advisors
Arizona
$299M +$14.6M +5% 234
MPPLM
4058
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$299M +$14.2M +5% 154
OKSA
4059
O'Keefe Stevens Advisory
New York
$299M -$5.44M -2% 72
CFP
4060
Curran Financial Partners
South Carolina
$299M +$11.5M +4% 88
AWG
4061
Alpha Wave Global
New York
$299M -$30.1M -9% 31
VIP
4062
Vista Investment Partners
Oklahoma
$299M +$7.97M +3% 167
SA
4063
SRH Advisors
Kansas
$299M -$16.7M -5% 313
BPCA
4064
Bank Pictet & Cie (Asia)
Singapore
$299M +$117M +65% 103
MLIC
4065
Mandatum Life Insurance Company
Finland
$299M -$426K -0.1% 92
SCV
4066
Sands Capital Ventures
Virginia
$299M -$116M -28% 20
FSA
4067
Financial Security Advisor
Virginia
$298M +$12.4M +4% 121
HWMO
4068
Heritage Wealth Management (Ohio)
Ohio
$298M 220
FWA
4069
FSM Wealth Advisors
Ohio
$298M +$16.7M +6% 170
UFA
4070
US Financial Advisors
Massachusetts
$298M +$9.47M +3% 90
DF
4071
DecisionPoint Financial
Arizona
$298M +$47M +19% 280
SCM
4072
Steadview Capital Management
United Kingdom
$298M -$40.4M -12% 8
BAM
4073
Blueshift Asset Management
New Jersey
$298M +$105M +55% 445
HCM
4074
Hudson Capital Management
New Jersey
$298M +$7.69M +3% 68
AWA
4075
Aquire Wealth Advisors
Utah
$298M +$11.6M +4% 47