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
LWA
4351
Lowe Wealth Advisors
Maryland
$211M +$2.02M +1% 308
MFS
4352
Madrona Financial Services
Washington
$211M +$16M +8% 68
AWMT
4353
AAFMAA Wealth Management & Trust
North Carolina
$211M -$7.18M -3% 68
CI
4354
Chartist Inc
California
$211M -$6.09M -3% 36
PWM
4355
Paulson Wealth Management
Illinois
$210M +$3.8M +2% 96
SCM
4356
Stonehill Capital Management
New York
$210M +$4.7M +2% 21
TIA
4357
Tiemann Investment Advisors
California
$210M -$3.43M -2% 215
TCWM
4358
Total Clarity Wealth Management
Illinois
$210M +$31.2M +17% 982
BFWA
4359
Benchmark Financial Wealth Advisors
Florida
$210M +$882K +0.4% 72
ATC
4360
Adirondack Trust Company
New York
$210M +$12M +6% 429
KIM
4361
Kestrel Investment Management
California
$210M -$44.5M -17% 44
KTM
4362
Keeler Thomas Management
Utah
$210M +$5.51M +3% 77
CP
4363
Columbus Point
United Kingdom
$210M -$14.4M -6% 20
BGC
4364
Birch Grove Capital
New York
$210M +$5.34M +3% 56
SIM
4365
Seaview Investment Managers
Florida
$210M +$14.1M +7% 128
OFG
4366
Omega Financial Group
California
$210M +$2.79M +1% 64
TWM
4367
Triton Wealth Management
Arizona
$210M +$34.8M +20% 123
GLI
4368
Guardian Life Insurance
New York
$210M 3
PWM
4369
PBMares Wealth Management
Virginia
$210M +$26.2M +14% 154
JWM
4370
JFG Wealth Management
Colorado
$210M -$17.6M -8% 46
WTFG
4371
Wells Trecaso Financial Group
Ohio
$210M +$1.73M +0.8% 89
MTIM
4372
Marathon Trading Investment Management
Pennsylvania
$210M +$26.4M +14% 303
CA
4373
Centerpoint Advisors
Massachusetts
$210M -$2.79M -1% 329
RRWA
4374
Rainey & Randall Wealth Advisors
Florida
$209M +$5.18M +3% 59
PP
4375
Professional Planning
California
$209M -$8.38M -4% 135