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
WMA
4801
Wealth Management Associates
New Jersey
$290M +$2.12M +0.7% 257
SI
4802
Saxon Interests
Texas
$290M +$6.81M +2% 240
BWAM
4803
Blue Water Asset Management
Michigan
$289M +$11.3M +4% 108
LWP
4804
LeClair Wealth Partners
Ohio
$289M +$117M +68% 204
WPWM
4805
Windward Private Wealth Management
Kansas
$289M +$530K +0.2% 45
PIA
4806
PineBridge Investments Asia
$289M -$56.8M -16% 8
CAM
4807
Costello Asset Management
Pennsylvania
$289M -$13.1M -4% 738
GIM
4808
Goodlander Investment Management
Texas
$289M +$27.3M +10% 19
PSA
4809
Plum Street Advisors
Louisiana
$289M +$8M +3% 100
NPI
4810
New Perspectives Inc
Mississippi
$289M +$370K +0.1% 44
LK
4811
Lumbard & Kellner
New Hampshire
$289M +$3.03M +1% 106
RIA
4812
Realta Investment Advisors
Delaware
$288M -$16.2M -5% 405
EW
4813
Enzi Wealth
Texas
$288M +$4.44M +2% 73
WI
4814
WrapManager Inc
California
$288M -$7.91M -3% 147
TW
4815
ticino wealth
California
$288M +$17.9M +7% 143
FCG
4816
Financial Connections Group
California
$288M -$3.33M -1% 264
HIS
4817
Horizon Investment Services
Indiana
$288M +$9.64M +3% 158
FWM
4818
Forza Wealth Management
Florida
$287M +$10.9M +4% 191
LCM
4819
Lazari Capital Management
California
$287M -$10.2M -3% 180
PAM
4820
PSquared Asset Management
Switzerland
$287M +$73.5M +34% 20
EWA
4821
Encompass Wealth Advisors
Oregon
$287M -$6.51M -2% 106
WMR
4822
Wealth Management Resources
Rhode Island
$287M +$3.16M +1% 30
SFS
4823
Shaker Financial Services
Virginia
$287M -$28.6M -9% 180
IWM
4824
Iams Wealth Management
Nebraska
$287M +$9.83M +4% 202
SA
4825
Skyline Advisors
Washington
$287M -$12.9M -4% 128