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
PWS
4551
Peloton Wealth Strategists
Indiana
$246M +$15.3M +7% 97
MWM
4552
MGB Wealth Management
Texas
$246M +$47.2M +24% 269
ECM
4553
Estuary Capital Management
Minnesota
$246M +$80.8M +49% 22
NCM
4554
Next Capital Management
New York
$246M +$13.4M +6% 150
DW
4555
Dodds Wealth
Colorado
$246M +$50.8M +26% 59
QWM
4556
Quaker Wealth Management
New Jersey
$246M +$23.7M +11% 66
AFA
4557
AllGen Financial Advisors
Florida
$246M +$53.4M +28% 40
VIM
4558
Vista Investment Management
Pennsylvania
$246M +$30.4M +14% 184
MCC
4559
Malaga Cove Capital
California
$245M +$8.43M +4% 192
HWP
4560
Highline Wealth Partners
California
$245M +$38.9M +19% 464
TCM
4561
Triumph Capital Management
Colorado
$245M +$9.69M +4% 270
MAM
4562
MPM Asset Management
Massachusetts
$245M +$41.7M +20% 7
ST
4563
Somerset Trust
Pennsylvania
$245M +$17M +7% 150
LSA
4564
Lion Street Advisors
Texas
$245M +$651K +0.3% 251
SCI
4565
Silver Coast Investments
United States
$245M +$24.8M +11% 98
SCGDR
4566
Sharp Capital Gestora de Recursos
Brazil
$245M +$49.8M +26% 6
WPWM
4567
Windward Private Wealth Management
Kansas
$245M +$6.13M +3% 49
HP
4568
Holowesko Partners
Bahamas
$245M -$32.9M -12% 30
RCS
4569
Retirement Capital Strategies
California
$245M +$13.9M +6% 87
RL
4570
Rogco LP
Oklahoma
$245M +$15.8M +7% 264
AFGAS
4571
Allegiance Financial Group Advisory Services
Virginia
$244M +$31.9M +15% 72
OFG
4572
Omega Financial Group
California
$244M +$10.7M +5% 82
MWM
4573
Magnolia Wealth Management
Alabama
$244M +$128M +110% 19
GWAG
4574
Garrett Wealth Advisory Group
Texas
$244M +$4.22M +2% 64
CFA
4575
CWS Financial Advisors
Michigan
$244M -$22.3M -8% 151