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
IFU
5001
iSAM Funds (UK)
United Kingdom
$278M -$209M -43% 749
MSWM
5002
Master's Wealth Management
Pennsylvania
$278M +$47.7M +21% 68
BWAM
5003
Blue Water Asset Management
Michigan
$278M 104
GJIA
5004
Glass Jacobson Investment Advisors
Maryland
$278M +$1.45M +0.5% 621
MIM
5005
Montgomery Investment Management
Maryland
$278M -$6.26M -2% 98
HIS
5006
Horizon Investment Services
Indiana
$278M +$13M +5% 151
WQ
5007
Wealth Quarterback
New Jersey
$278M +$19.2M +7% 164
CG
5008
Clarus Group
Texas
$278M -$9.99M -3% 112
TP
5009
Tranquility Partners
Tennessee
$278M -$18.6M -6% 245
PWAC
5010
Private Wealth Advisors (California)
California
$278M +$12M +5% 93
WAM
5011
Weinberger Asset Management
California
$277M +$1.21M +0.4% 94
PFG
5012
Prosperity Financial Group
California
$277M +$4.88M +2% 200
FWP
5013
Family Wealth Partners
North Carolina
$277M +$10.6M +4% 100
EM
5014
Excalibur Management
Massachusetts
$277M +$1.78M +0.6% 169
JPLA
5015
Joseph P. Lucia & Associates
New York
$277M +$12.2M +5% 176
IWM
5016
Iams Wealth Management
Nebraska
$277M +$27.8M +11% 211
SFPG
5017
Stonebridge Financial Planning Group
Florida
$277M +$10.7M +4% 175
SCG
5018
Sonata Capital Group
Washington
$277M +$6.07M +2% 126
SCI
5019
Stableford Capital II
Arizona
$277M +$122K +0% 159
DJC
5020
Daily Journal Corp
California
$277M +$14.4M +5% 4
ACM
5021
Allred Capital Management
Texas
$277M -$10.7M -4% 175
FWM
5022
Forza Wealth Management
Florida
$277M +$15.5M +6% 193
BIM
5023
Breakwater Investment Management
Washington
$276M +$5.18M +2% 621
MC
5024
Merck & Co
New Jersey
$276M +$48.2M +21% 13
CWA
5025
Centerline Wealth Advisors
Kentucky
$276M +$46.5M +20% 62