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
WAM
4151
Wakefield Asset Management
Colorado
$307M +$21.7M +8% 144
RFG
4152
RFP Financial Group
Georgia
$307M +$36.8M +14% 916
FIM
4153
Fernwood Investment Management
Massachusetts
$307M -$15.6M -5% 208
HAC
4154
Harbor Advisory Corp
New Hampshire
$306M +$16.8M +6% 92
IP
4155
Indigo Partners
Arizona
$306M +$12.8M +4% 2
BHWM
4156
Bay Harbor Wealth Management
Maryland
$306M +$19.2M +7% 181
T
4157
TrueFG
Texas
$306M +$29.2M +11% 53
PWC
4158
PYA Waltman Capital
Tennessee
$306M +$33.7M +12% 74
EWM
4159
Elevatus Welath Management
New York
$306M +$38.6M +14% 121
LC
4160
Legacy CG
Texas
$306M +$12.2M +4% 64
SC
4161
Stolper & Co
Oklahoma
$306M +$21.6M +8% 90
PI
4162
Point72 Italy
Italy
$306M +$74.6M +32% 42
PG
4163
Prostatis Group
Maryland
$306M +$20.5M +7% 159
CSWG
4164
Cardinal Strategic Wealth Guidance
Kentucky
$305M +$28.1M +10% 79
LL
4165
LPWM LLC
Minnesota
$305M +$15.8M +5% 79
NWM
4166
Northcape Wealth Management
New York
$305M +$27.8M +10% 133
FAFC
4167
First American Financial Corporation
California
$305M +$9.16M +3% 4
HWMO
4168
Heritage Wealth Management (Ohio)
Ohio
$305M +$6.67M +2% 234
MSCM
4169
McElhenny Sheffield Capital Management
Texas
$305M +$14.9M +5% 109
SIA
4170
Sovereign Investment Advisors
Arizona
$305M +$36.7M +14% 36
WC
4171
Weil Company
California
$305M +$30.8M +11% 154
AAI
4172
American Assets Inc
California
$305M +$32.5M +12% 18
GWSA
4173
Global Wealth Strategies & Associates
Colorado
$304M +$25.8M +9% 387
MA
4174
Modus Advisors
Minnesota
$304M +$21.7M +8% 116
ZF
4175
Zega Financial
Florida
$304M +$27.8M +10% 134