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
SIAG
4201
Safeguard Investment Advisory Group
California
$230M -$5.04M -2% 104
QFA
4202
Quattro Financial Advisors
Texas
$230M -$22.1M -9% 95
CPIA
4203
Cornell Pochily Investment Advisors
New York
$230M -$13.6M -6% 177
EFMC
4204
Empire Financial Management Company
New York
$229M -$21.7M -9% 200
NCM
4205
Neumann Capital Management
California
$229M -$12.1M -5% 93
CFP
4206
Curran Financial Partners
South Carolina
$229M -$752K -0.3% 90
WIC
4207
WealthBridge Investment Counsel
Alberta, Canada
$229M -$8.2M -3% 43
MA
4208
Modus Advisors
Minnesota
$229M -$3.64M -2% 102
WWG
4209
West Wealth Group
California
$229M -$7.23M -3% 85
FFA
4210
Founders Financial Alliance
North Carolina
$229M -$25.1M -10% 523
BWAM
4211
Boyd Watterson Asset Management
Ohio
$229M -$22.5M -9% 427
LWA
4212
LWS Wealth Advisors
New Jersey
$229M -$8.62M -4% 61
MPAM
4213
Murphy Pohlad Asset Management
Minnesota
$228M -$4.14M -2% 115
PWAC
4214
Private Wealth Advisors (California)
California
$228M -$9.6M -4% 84
GL
4215
Gemsstock Ltd
United Kingdom
$228M +$79.8M +54% 9
FDS
4216
Freedom Day Solutions
Texas
$228M +$2.91M +1% 108
BZWA
4217
Blue Zone Wealth Advisors
California
$228M +$11.2M +5% 83
VIM
4218
VELA Investment Management
Ohio
$228M +$11M +5% 150
EC
4219
EJF Capital
Virginia
$228M +$10.2M +5% 104
NICM
4220
Neo Ivy Capital Management
New York
$228M +$37.8M +20% 490
OWM
4221
OneAscent Wealth Management
Alabama
$228M +$15.2M +7% 184
RWA
4222
Roberts Wealth Advisors
California
$227M -$11.6K -0% 90
WFA
4223
Websterrogers Financial Advisors
South Carolina
$227M -$2.23M -1% 64
RFG
4224
RFP Financial Group
Georgia
$227M -$17.5M -7% 998
VSQM
4225
V-Square Quantitative Management
Illinois
$227M +$90.1M +66% 604