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
PL
4326
Protective Life
Alabama
$140M -$4.16M -3% 16
HWM
4327
Howard Wealth Management
Connecticut
$140M +$17.8M +15% 121
RHI
4328
Richmond Hill Investments
New York
$140M -$5.34M -4% 8
BC
4329
Barnett & Company
Tennessee
$140M +$17.1M +14% 316
TA
4330
Trellis Advisors
Washington
$140M +$12.8M +10% 71
TWM
4331
Titus Wealth Management
California
$140M +$13.1M +10% 124
PWM
4332
PRW Wealth Management
Massachusetts
$140M +$14.2M +11% 85
HFA
4333
HC Financial Advisors
California
$140M +$11.5M +9% 421
SFG
4334
Sowa Financial Group
Rhode Island
$140M +$7.31M +6% 358
CWA
4335
Clarity Wealth Advisors
California
$139M +$12.7M +10% 64
AC
4336
Aperimus Capital
California
$139M -$69.1M -33% 3
KFS
4337
Kelly Financial Services
Massachusetts
$139M +$10.3M +8% 625
SGMP
4338
Spark Growth Management Partners
Massachusetts
$139M -$21.9M -14% 1
SFPG
4339
Stonebridge Financial Planning Group
Florida
$139M +$21.6M +18% 423
GCA
4340
GSI Capital Advisors
California
$139M +$15.6M +13% 32
SWMG
4341
Signature Wealth Management Group
Georgia
$139M +$8.17M +6% 74
ICM
4342
IMS Capital Management
Oregon
$139M +$9.81M +8% 128
SAM
4343
Sequent Asset Management
Texas
$139M +$6.71M +5% 64
XSC
4344
X-Square Capital
Puerto Rico
$139M -$2.05M -1% 110
ICM
4345
Invenomic Capital Management
Massachusetts
$139M +$4.14M +3% 181
TI
4346
Truehand Inc
New Hampshire
$139M +$8.94M +7% 216
FSA
4347
Financial Services Advisory
Maryland
$139M -$58.5M -30% 28
GSC
4348
G&S Capital
Colorado
$138M +$26.6M +24% 96
CFO
4349
CVA Family Office
Colorado
$138M +$16.8M +14% 368
CAM
4350
CenterStar Asset Management
Illinois
$138M +$31.7M +30% 425