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
WMR
4976
Wealth Management Resources
Rhode Island
$172M +$9.41M +6% 48
IAMH
4977
IvyRock Asset Management (HK)
Hong Kong
$172M -$23.5M -12% 19
PWA
4978
Phoenix Wealth Advisors
North Carolina
$172M +$10.2M +6% 113
IWMWV
4979
Ironwood Wealth Management (West Virginia)
West Virginia
$172M +$4M +2% 24
AI
4980
Acuitas Investments
Washington
$172M +$74.9M +77% 117
PBC
4981
Pavion Blue Capital
California
$172M +$9.21M +6% 99
SCM
4982
Segra Capital Management
Florida
$172M +$30.7M +22% 6
AFS
4983
Access Financial Services
Minnesota
$172M +$6.99M +4% 90
1CM
4984
1492 Capital Management
Wisconsin
$171M +$9.89M +6% 117
BTIM
4985
BancFirst Trust & Investment Management
Oklahoma
$171M +$4.02M +2% 46
MIM
4986
Moseley Investment Management
Florida
$171M +$17.3M +11% 148
GIA
4987
Goodwin Investment Advisory
Georgia
$171M +$17.9M +12% 85
KCFA
4988
Key Client Fiduciary Advisors
New Jersey
$171M +$10.9M +7% 181
PIA
4989
Powell Investment Advisors
Florida
$171M -$8.61M -5% 141
HCM
4990
Hutner Capital Management
Vermont
$171M +$6.76M +4% 44
KWM
4991
KFG Wealth Management
Indiana
$171M +$26.6M +18% 122
MAWCM
4992
Mine & Arao Wealth Creation & Management
California
$171M +$15.2M +10% 346
KIG
4993
Kennedy Investment Group
New Jersey
$171M +$7.33M +4% 123
RA
4994
Ruggaard & Associates
Ohio
$171M +$8.84M +5% 110
MAM
4995
MMA Asset Management
Pennsylvania
$171M +$30.9M +22% 121
NG
4996
NWK Group
California
$171M +$16.8M +11% 75
CPW
4997
Crestmont Private Wealth
Texas
$171M +$17.6M +12% 52
FCA
4998
Fortis Capital Advisors
Kansas
$171M -$16.2M -9% 652
CWP
4999
Corepath Wealth Partners
Arizona
$170M +$11.1M +7% 43
AWA
5000
Alta Wealth Advisors
Massachusetts
$170M +$11.8M +7% 142