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
MWM
4101
MinichMacGregor Wealth Management
New York
$111M -$68.1M -38% 121
LFA
4102
Legend Financial Advisors
Pennsylvania
$111M -$5.73M -5% 39
NEGWA
4103
New England Guild Wealth Advisors
Connecticut
$111M -$27.9M -20% 61
LFASL
4104
Lugano Financial Advisors SA (LFA)
Switzerland
$111M -$25.7M -19% 138
GAMC
4105
Garner Asset Management Corp
Texas
$111M -$33.3M -23% 149
FBT
4106
First Bank & Trust
South Dakota
$111M -$26.3M -19% 452
CNBT
4107
Cornerstone National Bank & Trust
Illinois
$111M -$628K -0.6% 60
GIP
4108
General Industrial Partners
United Kingdom
$111M -$43.1M -28% 11
CSA
4109
Cottage Street Advisors
Massachusetts
$111M -$65.1M -37% 102
CIA
4110
Compass Ion Advisors
Pennsylvania
$111M -$82.8M -43% 66
XWM
4111
Xcel Wealth Management
Florida
$111M -$9.51M -8% 84
CPC
4112
Congress Park Capital
New York
$111M -$23.9M -18% 105
CJA
4113
C-J Advisory
California
$111M -$57.2M -34% 40
TVWM
4114
Tower View Wealth Management
Wisconsin
$111M -$21.2M -16% 153
SFA
4115
Spectrum Financial Alliance
Kentucky
$111M -$61.2M -36% 14
T
4116
TrueFG
Texas
$111M -$21.3M -16% 30
CT
4117
Clearstead Trust
Maine
$111M -$25.9M -19% 197
UIA
4118
UBP Investment Advisors
Switzerland
$111M -$17.1M -13% 57
PVMCV
4119
Polaris Venture Management Co V
Massachusetts
$110M -$27M -20% 11
FSG
4120
Financial Strategies Group
Michigan
$110M -$13.7M -11% 54
CI
4121
Centerstone Investors
New York
$110M -$29.2M -21% 30
FTS
4122
Fifth Third Securities
Ohio
$110M -$12.4M -10% 70
BCA
4123
Bay Colony Advisors
Massachusetts
$110M -$43.6M -28% 276
SC
4124
Sagil Capital
United Kingdom
$110M -$53.8M -33% 32
SCM
4125
Seascape Capital Management
New Hampshire
$110M -$29.7M -21% 78