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
W
5001
WorthPointe
California
$267M +$29.1M +12% 111
TWM
5002
Trinity Wealth Management
Pennsylvania
$267M +$14.8M +6% 69
AG
5003
AmeriFlex Group
Nevada
$267M +$76.4M +40% 1,435
SFPG
5004
Stonebridge Financial Planning Group
Florida
$266M +$26.8M +11% 176
HBS
5005
Howard Bailey Securities
Indiana
$266M +$5.29M +2% 159
AWM
5006
Able Wealth Management
New Jersey
$266M +$67.7M +34% 119
NIWA
5007
New Insight Wealth Advisors
California
$266M +$22.8M +9% 110
CCAM
5008
Codex Capital Asset Management
Texas
$266M +$15.6M +6% 33
PWAC
5009
Private Wealth Advisors (California)
California
$266M +$10.7M +4% 91
DIM
5010
DLK Investment Management
California
$265M +$863K +0.3% 101
HHGC
5011
Hunting Hill Global Capital
New York
$265M +$80.5M +43% 105
NWMG
5012
National Wealth Management Group
Ohio
$265M +$86.9M +49% 254
IB
5013
Iyo Bank
Japan
$265M +$17.6M +7% 42
SW
5014
SMART Wealth
Nebraska
$265M -$53.7M -17% 193
JPLA
5015
Joseph P. Lucia & Associates
New York
$265M +$20.7M +8% 165
LVIA
5016
Lind Value II ApS
Denmark
$265M +$37.5M +16% 13
ACC
5017
Acorn Creek Capital
Colorado
$265M +$24.1M +10% 82
HIS
5018
Horizon Investment Services
Indiana
$265M +$36.6M +16% 143
SC
5019
Sawyer & Company
Massachusetts
$265M $0 0% 187
RAM
5020
Revere Asset Management
Texas
$265M 35
ECML
5021
Eagle Capital Management (Louisiana)
Louisiana
$265M +$37.1M +16% 50
RW
5022
REDW Wealth
New Mexico
$265M +$13.1M +5% 115
TBT
5023
Texas Bank & Trust
Texas
$264M +$13M +5% 187
WIA
5024
Wealthedge Investment Advisors
New York
$264M +$25M +10% 162
DA
5025
DCF Advisers
Connecticut
$264M +$56.1M +27% 99