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
PWM
4801
Proathlete Wealth Management
Florida
$243M +$31.5M +15% 59
BIP
4802
Blue Investment Partners
California
$243M +$22M +10% 52
EWM
4803
Elmwood Wealth Management
California
$243M +$18M +8% 132
GB
4804
Goepper Burkhardt
South Carolina
$242M +$21.6M +10% 84
CWA
4805
Consilio Wealth Advisors
Washington
$242M +$19.5M +9% 76
MAM
4806
Mirabaud Asset Management
United Kingdom
$242M +$25.2M +12% 53
KSWA
4807
Kathleen S. Wright Associates
Pennsylvania
$242M +$24.6M +11% 298
PP
4808
Pacifica Partners
Canada
$242M +$9.2M +4% 552
SL
4809
SWMG LLC
Texas
$242M +$17.5M +8% 130
CJH
4810
Christopher J. Hasenberg
Wisconsin
$242M +$21.4M +10% 188
BO
4811
Bank OZK
Arkansas
$242M +$11.1M +5% 153
AFA
4812
Alta Fundamental Advisers
New York
$242M +$12.8M +6% 29
MWM
4813
Mindset Wealth Management
Indiana
$242M 128
BFS
4814
Burkett Financial Services
South Carolina
$242M +$47.1M +24% 228
HFRG
4815
Houlihan Financial Resource Group
Virginia
$242M +$95.2M +65% 107
LWM
4816
Long Walk Management
Connecticut
$242M +$29.9M +14% 12
PAWA
4817
Palo Alto Wealth Advisors
California
$242M +$96.9M +67% 52
WSWA
4818
Warren Street Wealth Advisors
California
$242M +$41M +20% 108
AIA
4819
Armor Investment Advisors
North Carolina
$241M +$24.6M +11% 162
TDWM
4820
Topel & Distasi Wealth Management
California
$241M +$13.6M +6% 78
TPW
4821
Tiller Private Wealth
Pennsylvania
$241M +$13.4M +6% 59
MFG
4822
Monte Financial Group
Connecticut
$241M +$14.7M +6% 85
LWM
4823
Luminvest Wealth Management
Arizona
$241M +$28.1M +13% 36
AC
4824
Aristides Capital
Kentucky
$241M +$1.41M +0.6% 315
ZIG
4825
Zullo Investment Group
Pennsylvania
$241M +$13.1M +6% 155