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
4476
MGB Wealth Management
Texas
$274M +$6.53M +2% 290
WA
4477
WP Advisors
California
$274M -$39.5M -13% 109
EFN
4478
Equita Financial Network
Pennsylvania
$274M +$34.3M +14% 88
CSWM
4479
Cassady Schiller Wealth Management
Ohio
$273M +$27.2M +11% 484
SL
4480
SOF Ltd
Cayman Islands
$273M -$4.3M -2% 1
UB
4481
Umpqua Bank
Oregon
$273M +$14.9M +6% 158
SFG
4482
Snider Financial Group
Washington
$273M +$14.2M +5% 63
GSCM
4483
Greenfield Seitz Capital Management
Texas
$273M +$3.08M +1% 103
TWP
4484
Tempus Wealth Planning
California
$273M +$33.6M +14% 229
QWM
4485
Quaker Wealth Management
New Jersey
$273M 61
NCFG
4486
New Century Financial Group
New Jersey
$273M +$37.4M +16% 343
KFS
4487
Kelly Financial Services
Massachusetts
$273M -$7.03M -3% 806
SA
4488
SAM Advisors
California
$272M -$3.85M -1% 47
MCM
4489
Moerus Capital Management
New York
$272M -$4.68M -2% 18
LWMM
4490
Legacy Wealth Management (Mississippi)
Mississippi
$272M +$35.5M +15% 97
HAM
4491
Harmony Asset Management
Arizona
$272M +$33.4M +14% 166
LSA
4492
Lansing Street Advisors
Pennsylvania
$272M +$31.7M +13% 124
BAM
4493
BOS Asset Management
Illinois
$272M +$54.7M +25% 170
SCI
4494
Silver Coast Investments
United States
$272M +$27.2M +11% 102
SAMT
4495
Select Asset Management & Trust
Pennsylvania
$272M +$20.7M +8% 70
BWM
4496
BNC Wealth Management
Oregon
$271M +$2.17M +0.8% 114
SFP
4497
Sterling Financial Planning
New Jersey
$271M +$24.8M +10% 109
UOIF
4498
University of Illinois Foundation
Illinois
$271M -$14.8M -5% 4
TBWA
4499
Three Bridge Wealth Advisors
California
$271M +$18.7M +7% 93
AW
4500
Alaethes Wealth
Nevada
$271M +$29.2M +12% 118