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
SWM
4776
Soundmark Wealth Management
Washington
$180M +$655K +0.4% 65
TFCM
4777
Taylor Frigon Capital Management
Arizona
$180M -$24.9M -12% 92
3CP
4778
3G Capital Partners
New York
$180M +$80.9M +82% 16
ODFS
4779
O'Donnell Financial Services
California
$180M +$14.3M +9% 31
GAAM
4780
Guinness Atkinson Asset Management
California
$180M -$9.05M -5% 109
FPWM
4781
FSB Premier Wealth Management
Iowa
$180M -$4.49M -2% 162
FGI
4782
Foresight Global Investors
New York
$180M -$5.62M -3% 47
MCM
4783
Maytus Capital Management
New York
$180M -$23.5M -12% 60
RPCONE
4784
Retirement Planning Company of New England
Rhode Island
$180M +$6.11M +4% 239
AWM
4785
Accel Wealth Management
Iowa
$180M -$2.14M -1% 183
BAM
4786
Bullseye Asset Management
Colorado
$179M -$19.7M -10% 76
DRS
4787
Deane Retirement Strategies
Louisiana
$179M -$3.2M -2% 75
PFT
4788
Providence First Trust
Arizona
$179M -$2.57M -1% 94
TCM
4789
Trybe Capital Management
Connecticut
$179M +$6.81M +4% 13
BMWM
4790
Brown Miller Wealth Management
Virginia
$179M -$6.22M -3% 127
LAM
4791
Lountzis Asset Management
Pennsylvania
$179M -$2.11M -1% 45
SHCM
4792
Stone House Capital Management
Florida
$179M -$20.4M -10% 4
SC
4793
Steph & Co
Wisconsin
$179M -$4.08M -2% 298
LFA
4794
Level Financial Advisors
New York
$179M -$230K -0.1% 301
WA
4795
Waterford Advisors
New York
$179M -$29M -14% 56
FWM
4796
FSA Wealth Management
Massachusetts
$179M -$6.53M -4% 51
YEPX
4797
Yorktown Energy Partners XI
New York
$179M +$11.6M +7% 5
KSWA
4798
Kathleen S. Wright Associates
Pennsylvania
$179M +$21.8M +14% 199
WCP
4799
Wick Capital Partners
Pennsylvania
$179M +$9.61M +6% 70
CW
4800
Channel Wealth
California
$179M +$4.66M +3% 200