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
AWMT
4451
AAFMAA Wealth Management & Trust
North Carolina
$217M -$12.7M -6% 71
SWM
4452
Sendero Wealth Management
Texas
$217M -$8.33M -4% 87
WWM
4453
Wiser Wealth Management
Georgia
$217M +$12.1M +6% 32
LSWM
4454
Lorne Steinberg Wealth Management
Canada
$217M -$16M -7% 69
APW
4455
Acima Private Wealth
Virginia
$217M -$15.9M -7% 247
SC
4456
Serenity Capital
California
$216M +$3.55M +2% 3
TIA
4457
Tiemann Investment Advisors
California
$216M -$20.3M -9% 233
CGFA
4458
Colton Groome Financial Advisors
North Carolina
$216M -$29.8M -12% 140
KWA
4459
KCS Wealth Advisory
California
$216M -$32.9M -13% 172
LPWM
4460
Lake Point Wealth Management
Texas
$216M -$12.8M -6% 505
RBFC
4461
Roman Butler Fullerton & Co
Missouri
$216M -$10.2M -5% 215
VAG
4462
VisionPoint Advisory Group
Texas
$216M -$12.6M -6% 109
WDG
4463
Wealth Dimensions Group
Ohio
$216M +$11.8M +6% 137
EHWM
4464
Eads & Heald Wealth Management
Georgia
$216M -$14.3M -6% 151
SI
4465
Sora Investors
Pennsylvania
$216M +$11M +5% 35
CAGAS
4466
Capital Advisory Group Advisory Services
Minnesota
$215M -$14.6M -6% 524
MLA
4467
My Legacy Advisors
Oregon
$215M 179
PIN
4468
Prudent Investors Network
California
$215M +$3.04M +1% 36
PCA
4469
Prospect Capital Advisors
California
$215M -$38.9M -15% 32
ACM
4470
Alight Capital Management
New York
$215M -$92.8M -30% 84
CCM
4471
Carronade Capital Management
Connecticut
$215M +$92.9M +76% 35
FBT
4472
First Bankers Trust
Kentucky
$215M -$12.3M -5% 120
LAS
4473
Lloyd Advisory Services
Georgia
$215M -$2.29M -1% 676
OCA
4474
Offit Capital Advisors
New York
$214M +$52.9M +33% 2
JWM
4475
Jeppson Wealth Management
California
$214M +$7M +3% 179