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
SWMG
4576
Signature Wealth Management Group
Georgia
$159M +$19.6M +14% 77
FL
4577
Fourthstone LLC
Missouri
$158M +$39.2M +33% 54
ACM
4578
Adalta Capital Management
New York
$158M +$21.4M +16% 84
GC
4579
Grace Capital
Massachusetts
$158M +$29.3M +23% 280
BWM
4580
BNC Wealth Management
Oregon
$158M +$16.1M +11% 535
TPW
4581
TL Private Wealth
Texas
$158M +$15.2M +11% 48
WR
4582
WD Rutherford
Oregon
$158M 115
WP
4583
Waycross Partners
Kentucky
$158M 97
JWS
4584
Juncture Wealth Strategies
Arizona
$158M +$13.2M +9% 111
FBT
4585
First Bank & Trust
South Dakota
$158M +$7.38M +5% 422
SFPG
4586
Stonebridge Financial Planning Group
Florida
$158M +$18.8M +14% 413
OCM
4587
Orser Capital Management
Texas
$158M +$31.3M +25% 92
CPFP
4588
Clear Perspectives Financial Planning
Ohio
$158M 187
LWMM
4589
Legacy Wealth Management (Mississippi)
Mississippi
$158M +$12.7M +9% 102
KMWM
4590
Keudell/Morrison Wealth Management
Oregon
$158M +$2.03M +1% 158
KPWG
4591
KFA Private Wealth Group
Virginia
$158M +$24.1M +18% 73
SCM
4592
Salem Capital Management
Massachusetts
$157M +$19.3M +14% 67
HH
4593
HWG Holdings
Texas
$157M +$50.6M +47% 139
CHA
4594
Carmichael Hill & Associates
Maryland
$157M +$18.9M +14% 704
TWM
4595
Triton Wealth Management
Arizona
$157M +$38M +32% 96
SR
4596
Swiss Re
Switzerland
$157M +$15.8M +11% 2
ANHIM
4597
Alan N. Hoffman Investment Management
Massachusetts
$157M 11
PWM
4598
Pacific Wealth Management
California
$157M 11
PLU
4599
Performa Ltd (US)
South Carolina
$157M +$39.6M +34% 39
SWM
4600
Soundmark Wealth Management
Washington
$157M 60