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
4901
Power Wealth Management
Georgia
$260M +$13M +5% 93
KCM
4902
Kaye Capital Management
California
$260M +$15M +6% 45
PCM
4903
Presidio Capital Management
California
$260M +$20M +8% 72
LIG
4904
Lokken Investment Group
Delaware
$260M +$22.4M +9% 145
GJIA
4905
Glass Jacobson Investment Advisors
Maryland
$260M -$45M -15% 880
PCM
4906
Payne Capital Management
New York
$259M +$24.9M +11% 79
SFA
4907
Seneca Financial Advisors
New York
$259M +$53.2M +26% 61
FPCG
4908
Forum Private Client Group
Indiana
$259M +$29.1M +13% 82
I
4909
InvesTrust
Oklahoma
$259M -$106M -29% 94
GWP
4910
Gen-Wealth Partners
Michigan
$259M +$19.5M +8% 668
HCM
4911
Highview Capital Management
Illinois
$259M +$20.2M +8% 123
WAM
4912
Weinberger Asset Management
California
$259M +$25.9M +11% 84
HOWA
4913
Heritage Oak Wealth Advisors
Florida
$259M +$31.3M +14% 83
AFA
4914
Alpha Financial Advisors
North Carolina
$259M +$33.9M +15% 62
ACG
4915
Anchorage Capital Group
New York
$259M +$8.61M +3% 7
BCM
4916
Buckhead Capital Management
Georgia
$259M -$53.1M -17% 130
UWP
4917
Uniting Wealth Partners
Kansas
$259M +$59M +30% 123
WCM
4918
Whitefort Capital Management
New York
$259M +$46M +22% 19
BIM
4919
Breakwater Investment Management
Washington
$258M +$24.3M +10% 319
MIM
4920
Montgomery Investment Management
Maryland
$258M +$7.09M +3% 97
BLAM
4921
Bourne Lent Asset Management
New York
$258M +$25.3M +11% 63
BWS
4922
BCR Wealth Strategies
Alabama
$258M +$30.6M +13% 27
AW
4923
Alteri Wealth
California
$258M +$30.4M +13% 284
EL
4924
EQ LLC
Washington
$258M +$43.5M +20% 77
SNWA
4925
Siligmueller & Norvid Wealth Advisors
Illinois
$258M +$21.1M +9% 98