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
DWMG
5026
DB Wealth Management Group
California
$158M +$4.13M +3% 359
AWA
5027
Alta Wealth Advisors
Massachusetts
$158M +$10.4M +7% 153
WPM
5028
Worldly Partners Management
Massachusetts
$158M +$29.8M +23% 4
RIM
5029
Reliant Investment Management
Tennessee
$158M -$9.37M -6% 61
PWA
5030
PCG Wealth Advisors
Kansas
$158M +$266K +0.2% 123
FPCG
5031
Forum Private Client Group
Indiana
$158M +$13.5M +9% 69
PCG
5032
Prosperity Consulting Group
Maryland
$158M +$8.16M +5% 106
YC
5033
Yunqi Capital
Hong Kong
$158M +$10.2M +7% 8
BFG
5034
Baron Financial Group
New Jersey
$158M +$7.11M +5% 58
APSI
5035
Asset Planning Services Inc
Louisiana
$158M -$54K -0% 37
BC
5036
Barrett & Company
Rhode Island
$158M +$6.49M +4% 612
PS
5037
Planned Solutions
California
$158M +$21.3M +16% 81
STC
5038
Sarah T. Connolly
$158M +$10.6M +7% 95
PKC
5039
Palmer Knight Company
Florida
$157M +$45.4M +41% 33
BFA
5040
Beacon Financial Advisory
Ohio
$157M +$17.7M +13% 214
BMCM
5041
Burns Matteson Capital Management
New York
$157M +$6.44M +4% 182
PPWM
5042
PFG Private Wealth Management
Florida
$157M -$3.82M -2% 410
HHRDM
5043
H&H Retirement Design & Management
Nevada
$157M +$38.6M +33% 97
VFA
5044
Values First Advisors
Tennessee
$157M +$13.7M +10% 407
AMR
5045
Asset Management Resources
Massachusetts
$157M +$9.77M +7% 64
2L
5046
22NW LP
Washington
$157M -$28.2M -15% 20
HB
5047
Horizon Bancorp
Indiana
$157M -$21.9M -12% 229
BWM
5048
Benchmark Wealth Management
Connecticut
$157M +$17.9M +13% 54
EFIC
5049
Eliot Finkel Investment Counsel
California
$157M -$908K -0.6% 31
TLA
5050
Tanglewood Legacy Advisors
Texas
$157M +$16.1M +11% 280