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
LAS
4751
Lloyd Advisory Services
Georgia
$211M -$92.9M -31% 350
TPWM
4752
Twelve Points Wealth Management
Massachusetts
$211M +$10M +5% 175
WGCA
4753
Wolf Group Capital Advisors
Virginia
$211M -$565K -0.3% 110
RW
4754
Rede Wealth
Virginia
$211M +$11.3M +6% 91
IB
4755
Iyo Bank
Japan
$211M +$27.1M +15% 32
S
4756
Sachetta
Massachusetts
$211M 1,150
MIM
4757
Meros Investment Management
Texas
$211M +$27.1M +15% 44
FWM
4758
FSA Wealth Management
Massachusetts
$211M +$32M +18% 615
GSC
4759
G&S Capital
Colorado
$211M +$14.4M +7% 127
TDWM
4760
Topel & Distasi Wealth Management
California
$211M +$19.8M +10% 74
SPI
4761
Santori & Peters Inc
Pennsylvania
$210M +$24.3M +13% 59
GBI
4762
GP Brinson Investments
Illinois
$210M +$79.4M +61% 16
BWM
4763
Biltmore Wealth Management
Arizona
$210M +$3.09M +1% 53
BWM
4764
BigSur Wealth Management
Florida
$210M +$11.7M +6% 123
GSC
4765
Grey Street Capital
Illinois
$210M +$35.5M +20% 144
ICM
4766
Ionic Capital Management
New York
$210M -$45.4M -18% 258
ECG
4767
EPIQ Capital Group
California
$210M +$26M +14% 61
FFA
4768
Fi3 Financial Advisors
Indiana
$210M +$23.9M +13% 79
SC
4769
Schulhoff & Co
Ohio
$210M +$12M +6% 122
SL
4770
SWMG LLC
Texas
$210M +$19.3M +10% 108
TWM
4771
TriaGen Wealth Management
California
$210M +$13.8M +7% 177
BIG
4772
Brooklyn Investment Group
New York
$210M 219
PIWA
4773
Prevail Innovative Wealth Advisors
Kansas
$210M +$16.9M +9% 165
SA
4774
Skyline Advisors
Washington
$210M 80
CWM
4775
Core Wealth Management
Florida
$209M +$16.1M +8% 22