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
CWA
4176
Centennial Wealth Advisory
Michigan
$378M +$18.7M +5% 173
MWPCG
4177
Measured Wealth Private Client Group
New Hampshire
$378M +$7.03M +2% 787
FFS
4178
Fischer Financial Services
Pennsylvania
$378M +$6.53M +2% 65
NAH
4179
Neumann Advisory (HK)
Hong Kong
$378M -$15.6M -4% 8
RGC
4180
Rubicon Global Capital
United Kingdom
$377M -$74.9M -17% 11
BWM
4181
Buckley Wealth Management
Nevada
$377M +$11.9M +3% 108
SA
4182
Sicart Associates
New York
$377M +$7.8M +2% 76
SCMS
4183
Serenity Capital Management (Singapore)
Singapore
$377M -$17.3M -4% 11
RC
4184
Rovin Capital
Arizona
$377M +$15.5M +4% 209
PWM
4185
Platform Wealth Management
Utah
$376M 60
SIM
4186
SW Investment Management
Colorado
$376M -$90.9M -19% 8
LWA
4187
Lifelong Wealth Advisors
Minnesota
$376M +$40.1M +12% 94
KI
4188
Keewaydin Investments
New York
$376M 16
EC
4189
EdgeRock Capital
Colorado
$376M +$16.6M +5% 134
PC
4190
Packer & Co
Australia
$376M +$13.7M +4% 10
CFG
4191
Carr Financial Group
Massachusetts
$375M +$11.3M +3% 201
RGC
4192
Roberts, Glore & Co
Illinois
$375M +$9.64M +3% 231
SFG
4193
Snider Financial Group
Washington
$375M +$8.63M +2% 121
PA
4194
Prism Advisors
California
$375M +$5.02M +1% 79
WC
4195
Winmill & Co
New York
$375M -$37.5M -9% 60
PWP
4196
Prasad Wealth Partners
Ohio
$375M +$16.1M +4% 153
DAS
4197
Daybright Advisory Services
Florida
$375M 133
NRC
4198
New Republic Capital
North Carolina
$375M +$48.4M +15% 392
LWMM
4199
Legacy Wealth Management (Mississippi)
Mississippi
$375M +$42.3M +13% 102
PWMG
4200
Private Wealth Management Group
New Jersey
$374M +$11.1M +3% 1,561