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
4626
Signature Wealth Management Group
Georgia
$180M +$352K +0.2% 78
BWM
4627
BCGM Wealth Management
Indiana
$180M +$10.9M +6% 102
HFG
4628
Heron Financial Group
New York
$180M +$4.45M +3% 147
EW
4629
Emerson Wealth
Michigan
$179M -$2.16M -1% 44
ECM
4630
EMC Capital Management
Texas
$179M +$3.03M +2% 137
CWP
4631
Curated Wealth Partners
California
$179M -$4.54M -2% 151
HWM
4632
Howard Wealth Management
Connecticut
$179M -$2.9M -2% 130
GWM
4633
Gray Wealth Management
Maine
$179M +$5.17M +3% 123
SCP
4634
Stamos Capital Partners
California
$179M -$10.9M -6% 47
DRS
4635
Deane Retirement Strategies
Louisiana
$179M -$3.07M -2% 66
BOCM
4636
Bontempo Ohly Capital Management
Maryland
$179M -$5.51M -3% 32
HA
4637
Harborview Advisors
Maine
$179M -$88K -0% 107
IC
4638
Innealta Capital
Texas
$179M -$18M -9% 62
ACM
4639
Avalon Capital Management
California
$178M +$59.7M +50% 57
SW
4640
StrongBox Wealth
Missouri
$178M +$3.76M +2% 104
FNBOH
4641
First National Bank of Hutchinson
Kansas
$178M -$15M -8% 135
MPW
4642
Monterey Private Wealth
California
$178M +$3.92M +2% 102
ACM
4643
Axel Capital Management
New York
$178M +$2.27M +1% 39
MA
4644
Mezzasalma Advisors
New Jersey
$178M -$3.5M -2% 104
TA
4645
TrueWealth Advisors
Alabama
$178M +$6.44M +4% 147
SIRP
4646
Shelter Insurance Retirement Plan
Missouri
$178M +$3.73M +2% 8
BA
4647
Bennicas & Associates
California
$178M -$4.03M -2% 102
ATIA
4648
American Trust Investment Advisors
New Hampshire
$178M -$8.61M -5% 92
FCCM
4649
First City Capital Management
Georgia
$178M -$4.3M -2% 174
JWBC
4650
John W. Brooker & Co
California
$178M +$6.2M +4% 207