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
5VM
4901
5AM Venture Management
California
$260M -$4.29M -2% 31
PWM
4902
Power Wealth Management
Georgia
$260M +$13M +5% 93
KCM
4903
Kaye Capital Management
California
$260M +$15M +6% 45
PCM
4904
Presidio Capital Management
California
$260M +$20M +8% 72
LIG
4905
Lokken Investment Group
Delaware
$260M +$22.4M +9% 145
GJIA
4906
Glass Jacobson Investment Advisors
Maryland
$260M -$45M -15% 880
PCM
4907
Payne Capital Management
New York
$259M +$24.9M +11% 79
SFA
4908
Seneca Financial Advisors
New York
$259M +$53.2M +26% 61
FPCG
4909
Forum Private Client Group
Indiana
$259M +$29.1M +13% 82
I
4910
InvesTrust
Oklahoma
$259M -$106M -29% 94
GWP
4911
Gen-Wealth Partners
Michigan
$259M +$19.5M +8% 668
HCM
4912
Highview Capital Management
Illinois
$259M +$20.2M +8% 123
WAM
4913
Weinberger Asset Management
California
$259M +$25.9M +11% 84
HOWA
4914
Heritage Oak Wealth Advisors
Florida
$259M +$31.3M +14% 83
AFA
4915
Alpha Financial Advisors
North Carolina
$259M +$33.9M +15% 62
ACG
4916
Anchorage Capital Group
New York
$259M +$8.61M +3% 7
BCM
4917
Buckhead Capital Management
Georgia
$259M -$53.1M -17% 130
UWP
4918
Uniting Wealth Partners
Kansas
$259M +$59M +30% 123
WCM
4919
Whitefort Capital Management
New York
$259M +$46M +22% 19
BIM
4920
Breakwater Investment Management
Washington
$258M +$24.3M +10% 319
MIM
4921
Montgomery Investment Management
Maryland
$258M +$7.09M +3% 97
BLAM
4922
Bourne Lent Asset Management
New York
$258M +$25.3M +11% 63
BWS
4923
BCR Wealth Strategies
Alabama
$258M +$30.6M +13% 27
AW
4924
Alteri Wealth
California
$258M +$30.4M +13% 284
EL
4925
EQ LLC
Washington
$258M +$43.5M +20% 77