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
PPWP
4226
Proquility Private Wealth Partners
Nevada
$239M -$44.4M -16% 93
WCAMG
4227
Woodard & Company Asset Management Group
North Carolina
$239M +$28.5M +14% 128
SCP
4228
Shorepoint Capital Partners
Massachusetts
$239M -$6.94M -3% 82
PWS
4229
Peloton Wealth Strategists
Indiana
$239M -$10.1M -4% 94
BSP
4230
Benefit Street Partners
New York
$239M -$62.7M -21% 48
ARIS
4231
Advanced Research Investment Solutions
California
$239M -$35.5M -13% 273
KMWM
4232
Keudell/Morrison Wealth Management
Oregon
$239M -$13.8M -5% 199
BIA
4233
BHK Investment Advisors
Alabama
$239M -$14.4M -6% 63
CMU
4234
Carnegie Mellon University
Pennsylvania
$239M -$10.9M -4% 6
JAM
4235
Jacobs Asset Management
New York
$239M +$19.3M +9% 50
PA
4236
Paragon Advisors
Texas
$239M +$34.4M +17% 88
TDWM
4237
Topel & Distasi Wealth Management
California
$239M -$6.44M -3% 80
SCM
4238
Stamina Capital Management
New York
$239M +$12K +0% 31
PWSG
4239
Pacific Wealth Strategies Group
California
$239M -$48.5M -17% 89
CP
4240
CPV Partners
Connecticut
$239M -$6.88M -3% 7
SA
4241
Shilanski & Associates
Alaska
$238M +$3.56M +2% 140
MLFP
4242
MPS Loria Financial Planners
Illinois
$238M -$7.13M -3% 87
BDA
4243
Borer Denton & Associates
Pennsylvania
$238M 53
WFG
4244
Wills Financial Group
Virginia
$238M -$14.7M -6% 75
BCM
4245
Brightlight Capital Management
Connecticut
$238M -$11.9M -5% 13
FPOC
4246
Financial Planners of Cleveland
Ohio
$238M -$7.98M -3% 96
SRSA
4247
S.R. Schill & Associates
Washington
$238M -$13M -5% 80
SWMG
4248
Sanchez Wealth Management Group
Florida
$238M +$709K +0.3% 35
SHWM
4249
Smith & Howard Wealth Management
Georgia
$238M +$16.8M +8% 72
JGIA
4250
Jackson Grant Investment Advisers
Connecticut
$238M +$41.5M +21% 357