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
SFS
4651
Shaker Financial Services
Virginia
$257M -$4.09M -2% 186
FCAM
4652
First Citizens Asset Management
North Carolina
$257M -$16.1M -6% 26
CP
4653
Canopy Partners
Ohio
$257M -$5.33M -2% 227
SWMG
4654
Signature Wealth Management Group
Georgia
$257M +$7.9M +3% 115
ATFA
4655
All Terrain Financial Advisors
Minnesota
$257M -$284K -0.1% 86
WPWM
4656
Windward Private Wealth Management
Kansas
$256M -$55.2K -0% 46
BBWA
4657
Bell & Brown Wealth Advisors
California
$256M -$12.3M -5% 72
AW
4658
Atlas Wealth
Ohio
$256M -$7.95M -3% 100
PAWA
4659
Palo Alto Wealth Advisors
California
$256M -$28.6M -10% 53
FPWM
4660
FSB Premier Wealth Management
Iowa
$256M +$6.98M +3% 214
RCS
4661
Retirement Capital Strategies
California
$256M -$7.86M -3% 96
ATC
4662
Adirondack Trust Company
New York
$256M -$6M -2% 488
PA
4663
Pineridge Advisors
Missouri
$256M -$8.78M -3% 685
VIM
4664
Vista Investment Management
Pennsylvania
$256M -$7.79M -3% 180
MIM
4665
Moseley Investment Management
Florida
$256M -$491K -0.2% 156
PIC
4666
PCJ Investment Counsel
Ontario, Canada
$256M -$40.5M -14% 79
CWM
4667
Castle Wealth Management
Florida
$255M +$1.28M +0.5% 128
WSWA
4668
Warren Street Wealth Advisors
California
$255M +$11.7M +5% 116
IAM
4669
Impact Asset Management
$255M +$2.17M +0.9% 76
AC
4670
Addison Capital
Pennsylvania
$255M +$3.84M +2% 145
BTWM
4671
Baker Tilly Wealth Management
Wisconsin
$255M +$47.6K +0% 253
RWPA
4672
Richard W. Paul & Associates
Michigan
$255M -$19.5M -7% 523
AP
4673
Arlington Partners
Alabama
$255M -$2.74M -1% 59
NC
4674
Naman Capital
Brazil
$255M +$87.4M +52% 13
VC
4675
Veracity Capital
Georgia
$255M -$20.2M -7% 243