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
MWA
5001
Moser Wealth Advisors
Washington
$142M +$6.72M +5% 168
CPW
5002
Catalyst Private Wealth
California
$142M +$28.4M +25% 63
ECM
5003
Empirical Capital Management
Tennessee
$142M +$22.3M +19% 29
MWP
5004
Madison Wealth Partners
Wisconsin
$142M -$6.9M -5% 55
XI
5005
XXEC Inc
Oklahoma
$142M +$15M +12% 32
IC
5006
Investment Counsel
Michigan
$142M -$2.99M -2% 54
SFA
5007
Seneca Financial Advisors
New York
$142M +$10.5M +8% 40
SFG
5008
Sowa Financial Group
Rhode Island
$142M -$6.6M -4% 242
LAIC
5009
Lederer & Associates Investment Counsel
California
$142M +$11.6M +9% 157
SAM
5010
Stenahm Asset Management
Guernsey
$142M +$23M +19% 29
IWP
5011
Insight Wealth Partners
Texas
$142M +$31.3M +28% 59
SHA
5012
Seneca House Advisors
Virginia
$142M +$3.9M +3% 82
EIA
5013
Eastover Investment Advisors
North Carolina
$142M -$2.81M -2% 55
BMWM
5014
Brown Miller Wealth Management
Virginia
$141M +$8.28M +6% 122
GWAG
5015
Garrett Wealth Advisory Group
Texas
$141M +$8.38M +6% 52
CHA
5016
Cooper/Haims Advisors
New York
$141M +$10.9M +8% 83
SM
5017
Saya Management
New York
$141M -$30.1M -18% 18
HIP
5018
HPS Investment Partners
New York
$141M +$33.6M +31% 8
OPWM
5019
Oakwell Private Wealth Management
Texas
$141M +$14M +11% 65
PCM
5020
Pointe Capital Management
Michigan
$141M +$23.9M +20% 152
AC
5021
Annandale Capital
Texas
$141M +$21.6M +18% 73
AWM
5022
Altus Wealth Management
Kentucky
$141M +$12M +9% 37
GIM
5023
Guardian Investment Management
California
$141M +$8.98M +7% 59
CASB
5024
Cape Ann Savings Bank
Massachusetts
$141M +$2.34M +2% 92
VWM
5025
Vigilare Wealth Management
Arizona
$141M +$35.2M +33% 216