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
CWAF
4076
Core Wealth Advisors (Florida)
Florida
$249M -$1.54M -0.6% 281
WWM
4077
Wiser Wealth Management
Georgia
$249M +$15M +6% 35
JSC
4078
Jackson Square Capital
California
$249M +$25.6M +11% 131
FLI
4079
Family Legacy Inc
South Carolina
$248M +$14.7M +6% 115
KA
4080
Kozak & Associates
Colorado
$248M +$25.2M +11% 368
KTM
4081
Keeler Thomas Management
Utah
$248M +$34.8M +16% 72
RWI
4082
Red Wave Investments
Pennsylvania
$247M +$6.52M +3% 94
ICM
4083
Ionic Capital Management
New York
$247M -$15M -6% 357
SA
4084
Shilanski & Associates
Alaska
$247M +$24.7M +11% 119
SWMG
4085
Sanchez Wealth Management Group
Florida
$247M +$19.9M +9% 35
HWM
4086
Hemington Wealth Management
Virginia
$247M -$1.11M -0.4% 106
AWAM
4087
Appian Way Asset Management
New York
$247M -$44.5M -15% 36
IBOK
4088
Independence Bank of Kentucky
Kentucky
$247M +$16.7M +7% 529
TWCM
4089
True Wind Capital Management
California
$247M +$46.5M +23% 3
GWA
4090
GGM Wealth Advisors
Maryland
$247M +$71.5M +41% 142
MGM
4091
Manchester Global Management
United Kingdom
$247M -$32.3M -12% 21
CA
4092
Centerpoint Advisors
Massachusetts
$246M +$16.7M +7% 632
MCP
4093
Martin Capital Partners
Oregon
$246M +$5.85M +2% 76
EFMFI
4094
EnCap Flatrock Midstream Fund III
Texas
$245M 1
HNW
4095
High Note Wealth
Minnesota
$245M +$2.8M +1% 97
BHWM
4096
Bay Harbor Wealth Management
Maryland
$245M +$9.69M +4% 179
MWM
4097
MorganRosel Wealth Management
Colorado
$245M +$10.8M +5% 107
TFP
4098
Triune Financial Partners
Kansas
$245M +$19.3M +9% 32
RFG
4099
RFP Financial Group
Georgia
$245M +$158M +182% 986
E
4100
ETFidea
New York
$245M +$15.6M +7% 108