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
PWM
4176
Platform Wealth Management
Utah
$376M 60
SIM
4177
SW Investment Management
Colorado
$376M -$90.9M -19% 8
LWA
4178
Lifelong Wealth Advisors
Minnesota
$376M +$40.1M +12% 94
KI
4179
Keewaydin Investments
New York
$376M 16
EC
4180
EdgeRock Capital
Colorado
$376M +$16.6M +5% 134
PC
4181
Packer & Co
Australia
$376M +$13.7M +4% 10
CFG
4182
Carr Financial Group
Massachusetts
$375M +$11.3M +3% 201
RGC
4183
Roberts, Glore & Co
Illinois
$375M +$9.64M +3% 231
SFG
4184
Snider Financial Group
Washington
$375M +$8.63M +2% 121
PA
4185
Prism Advisors
California
$375M +$5.02M +1% 79
WC
4186
Winmill & Co
New York
$375M -$37.5M -9% 60
PWP
4187
Prasad Wealth Partners
Ohio
$375M +$16.1M +4% 153
DAS
4188
Daybright Advisory Services
Florida
$375M 133
NRC
4189
New Republic Capital
North Carolina
$375M +$48.4M +15% 392
LWMM
4190
Legacy Wealth Management (Mississippi)
Mississippi
$375M +$42.3M +13% 102
PWMG
4191
Private Wealth Management Group
New Jersey
$374M +$11.1M +3% 1,561
BAM
4192
BOCHK Asset Management
Hong Kong
$374M -$4.92M -1% 118
BP
4193
BWM Planning
Texas
$374M +$38.2M +11% 100
TM
4194
Tikvah Management
North Carolina
$374M +$35.5M +10% 24
BAM
4195
Bell Asset Management
Australia
$374M +$8.25M +2% 69
FFG
4196
Fortem Financial Group
California
$374M +$25.9M +7% 190
TPC
4197
Tiger Pacific Capital
New York
$374M -$21.5M -5% 17
CFS
4198
CGC Financial Services
Oregon
$374M +$11.1M +3% 354
BAM
4199
BOS Asset Management
Illinois
$374M +$18.7M +5% 200
RWM
4200
Revisor Wealth Management
Ohio
$374M +$83.8M +29% 342