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
4651
Signature Wealth Management Group
Georgia
$257M +$7.9M +3% 115
ATFA
4652
All Terrain Financial Advisors
Minnesota
$257M -$284K -0.1% 86
WPWM
4653
Windward Private Wealth Management
Kansas
$256M -$55.2K -0% 46
BBWA
4654
Bell & Brown Wealth Advisors
California
$256M -$12.3M -5% 72
AW
4655
Atlas Wealth
Ohio
$256M -$7.95M -3% 100
PAWA
4656
Palo Alto Wealth Advisors
California
$256M -$28.6M -10% 53
FPWM
4657
FSB Premier Wealth Management
Iowa
$256M +$6.98M +3% 214
RCS
4658
Retirement Capital Strategies
California
$256M -$7.86M -3% 96
ATC
4659
Adirondack Trust Company
New York
$256M -$6M -2% 488
PA
4660
Pineridge Advisors
Missouri
$256M -$8.78M -3% 685
VIM
4661
Vista Investment Management
Pennsylvania
$256M -$7.79M -3% 180
MIM
4662
Moseley Investment Management
Florida
$256M -$491K -0.2% 156
PIC
4663
PCJ Investment Counsel
Ontario, Canada
$256M -$40.5M -14% 79
CWM
4664
Castle Wealth Management
Florida
$255M +$1.28M +0.5% 128
WSWA
4665
Warren Street Wealth Advisors
California
$255M +$11.7M +5% 116
IAM
4666
Impact Asset Management
$255M +$2.17M +0.9% 76
AC
4667
Addison Capital
Pennsylvania
$255M +$3.84M +2% 145
BTWM
4668
Baker Tilly Wealth Management
Wisconsin
$255M +$47.6K +0% 253
RWPA
4669
Richard W. Paul & Associates
Michigan
$255M -$19.5M -7% 523
AP
4670
Arlington Partners
Alabama
$255M -$2.74M -1% 59
NC
4671
Naman Capital
Brazil
$255M +$87.4M +52% 13
VC
4672
Veracity Capital
Georgia
$255M -$20.2M -7% 243
FM
4673
Freemont Management
Switzerland
$254M +$50.7M +25% 103
DPCM
4674
Doma Perpetual Capital Management
Florida
$254M +$53.4M +27% 10
EM
4675
Excalibur Management
Massachusetts
$254M +$2.62M +1% 170