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
PWMG
4701
Private Wealth Management Group
New Jersey
$261M +$8.01M +3% 1,598
KFSC
4702
Keystone Financial Services (Colorado)
Colorado
$261M +$3.31M +1% 108
ISFAN
4703
Investor's Fiduciary Advisor Network
Washington
$261M 199
SPI
4704
Santori & Peters Inc
Pennsylvania
$261M +$9.01M +4% 68
T
4705
Tidemark
California
$261M +$17.3M +7% 689
RW
4706
Rede Wealth
Virginia
$261M -$486K -0.2% 106
SFS
4707
Shaker Financial Services
Virginia
$261M -$4.31M -2% 185
AP
4708
Affinity Partners
Florida
$261M 1
BMWM
4709
Brown Miller Wealth Management
Virginia
$261M +$3.47M +1% 134
ACM
4710
Aurdan Capital Management
Pennsylvania
$261M 80
HCM
4711
Highview Capital Management
Illinois
$260M +$14.4M +6% 130
LOAMU
4712
Lombard Odier Asset Management (USA)
New York
$260M -$8.81M -3% 341
4WM
4713
44 Wealth Management
Oregon
$260M -$24M -8% 202
GC
4714
GPI Capital
New York
$260M -$78.9M -23% 5
JGIA
4715
Jackson Grant Investment Advisers
Connecticut
$260M -$7.49M -3% 409
MIM
4716
MTM Investment Management
South Carolina
$260M +$3.03M +1% 282
C1AG
4717
Client 1st Advisory Group
Florida
$260M +$8.22M +3% 137
HZ
4718
Hixon Zuercher
Ohio
$260M +$4.6M +2% 79
EFH
4719
Eaton Financial Holdings
Florida
$260M +$14M +6% 68
EC
4720
ECP ControlCo
New Jersey
$260M -$69.1M -21% 6
RCM
4721
Raleigh Capital Management
North Carolina
$259M +$116K +0% 1,079
NOI
4722
Newton One Investments
Delaware
$259M +$9.99M +4% 122
AIM
4723
Advyzon Investment Management
Illinois
$259M 231
VW
4724
Vance Wealth
California
$259M -$5.18M -2% 104
MCAV
4725
Meritech Capital Associates V
California
$259M -$40M -13% 2