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
IAS
4976
IMA Advisory Services
Colorado
$211M +$11.7M +6% 74
MA
4977
Mezzasalma Advisors
New Jersey
$211M +$28M +15% 111
EFA
4978
Evernest Financial Advisors
Indiana
$211M +$14.2M +7% 134
1W
4979
1776 Wealth
Georgia
$211M +$9.58M +5% 138
BC
4980
Barrett & Company
Rhode Island
$211M +$26.6M +14% 640
FNWM
4981
Financial Network Wealth Management
Utah
$211M -$19.8M -9% 111
VAS
4982
VR Advisory Services
Cayman Islands
$211M -$52.1M -20% 52
SFMG
4983
Sage Financial Management Group
Virginia
$211M +$24.9M +13% 53
LAM
4984
Lountzis Asset Management
Pennsylvania
$211M +$27.9M +15% 46
PWM
4985
Prosperity Wealth Management
California
$211M +$58.3M +38% 193
XSC
4986
X-Square Capital
Puerto Rico
$211M +$29.8M +16% 183
CAGAS
4987
Capital Advisory Group Advisory Services
Minnesota
$211M +$24.3M +13% 146
S
4988
Sachetta
Massachusetts
$211M +$6.06K +0% 1,151
SFG
4989
Sterling Financial Group
California
$211M +$42.1M +25% 68
WAOTB
4990
Wealth Advisors of Tampa Bay
Florida
$210M +$11.4M +6% 86
MF
4991
Montis Financial
Massachusetts
$210M +$42.3M +25% 84
WGCA
4992
Wolf Group Capital Advisors
Virginia
$210M -$430K -0.2% 104
CFGA
4993
Cambridge Financial Group (Arizona)
Arizona
$210M +$18.7M +10% 130
PWA
4994
PCG Wealth Advisors
Kansas
$210M +$31.3M +17% 119
MC
4995
Magnitude Capital
New York
$210M -$15.4M -7% 1
RA
4996
Ruggaard & Associates
Ohio
$210M +$21.3M +11% 122
BWM
4997
Biltmore Wealth Management
Arizona
$210M $0 0% 53
TFCM
4998
Taylor Frigon Capital Management
Arizona
$210M +$10.7M +5% 89
ATIA
4999
American Trust Investment Advisors
New Hampshire
$210M +$17.4M +9% 92
HB
5000
Horizon Bancorp
Indiana
$210M +$5.37M +3% 252