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
MWM
4451
Mindset Wealth Management
Indiana
$274M +$31.6M +13% 145
SWM
4452
Seaside Wealth Management
California
$273M +$8.68M +3% 62
ASI
4453
All-Stars Investment
Hong Kong
$273M +$29M +12% 3
FCAM
4454
First Citizens Asset Management
North Carolina
$273M -$8.54M -3% 30
OPAM
4455
Olympus Peak Asset Management
Connecticut
$273M +$5.98M +2% 1
CSWM
4456
Cassady Schiller Wealth Management
Ohio
$273M -$813K -0.3% 1,148
LFA
4457
Level Financial Advisors
New York
$273M +$10.5M +4% 81
CFP
4458
Cypress Financial Planning
New Jersey
$273M +$2.05M +0.8% 83
WIC
4459
WealthBridge Investment Counsel
Alberta, Canada
$272M -$9.19M -3% 47
BIP
4460
Blue Investment Partners
California
$272M +$29.9M +12% 54
SP
4461
Sequent Planning
Nebraska
$272M -$17.8M -6% 158
ROC
4462
Robertson Opportunity Capital
Texas
$272M +$13.6M +5% 30
GAM
4463
Grandview Asset Management
Pennsylvania
$272M +$97.9M +56% 122
IPW
4464
IronBridge Private Wealth
Texas
$272M +$4.74M +2% 55
DC
4465
Defender Capital
North Carolina
$272M -$29.2M -10% 42
SFP
4466
Sterling Financial Planning
New Jersey
$272M +$576K +0.2% 112
CCG
4467
Ceeto Capital Group
Florida
$272M +$3.78M +1% 183
VVVM4
4468
Viola Ventures VC Management 4
Israel
$271M +$612K +0.2% 6
PAA
4469
Peregrine Asset Advisers
Oregon
$271M -$19.4M -7% 197
EGP
4470
Emergence GP Partners
California
$271M +$11.6M +4% 4
ACGA
4471
Atlanta Consulting Group Advisors
Georgia
$271M -$132M -33% 236
WMR
4472
Wealth Management Resources
Rhode Island
$271M +$21.5M +9% 34
CHJWM
4473
Carlton Hofferkamp & Jenks Wealth Management
Texas
$271M +$8.49M +3% 139
PWA
4474
PCG Wealth Advisors
Kansas
$271M +$11.5M +4% 131
SWM
4475
Sterling Wealth Management
Illinois
$271M +$2.89M +1% 115