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
GWM
5026
Grand Wealth Management
Michigan
$163M -$4.88M -3% 79
AWA
5027
Alta Wealth Advisors
Massachusetts
$163M -$7.07M -4% 138
SF
5028
Slagle Financial
Illinois
$163M +$2.46M +2% 128
PWMG
5029
Provence Wealth Management Group
California
$163M -$7.19M -4% 483
HCM
5030
Hutner Capital Management
Vermont
$163M -$8M -5% 46
AC
5031
Applied Capital
Arkansas
$163M +$1.85M +1% 38
RWA
5032
Rainsberger Wealth Advisors
Colorado
$163M -$2.78M -2% 69
NG
5033
NWK Group
California
$163M -$7.72M -5% 73
MA
5034
MBA Advisors
Pennsylvania
$163M -$4.37M -3% 126
KCFA
5035
Key Client Fiduciary Advisors
New Jersey
$163M -$8.28M -5% 182
CNBT
5036
Cornerstone National Bank & Trust
Illinois
$163M -$10.2M -6% 58
NFG
5037
Northeast Financial Group
Pennsylvania
$163M +$6.73M +4% 66
IWN
5038
Independent Wealth Network
Iowa
$163M -$3.76M -2% 215
EFN
5039
Equita Financial Network
Pennsylvania
$163M 57
QC
5040
Qalhat Capital
British Virgin Islands
$162M -$5.69M -3% 8
OIM
5041
Opus Investment Management
Massachusetts
$162M -$116M -42% 73
AWM
5042
Activest Wealth Management
Florida
$162M +$17.9M +12% 594
RWA
5043
Rooted Wealth Advisors
Illinois
$162M +$14.1M +9% 88
MA
5044
Mezzasalma Advisors
New Jersey
$162M -$2.71M -2% 88
SLA
5045
Silver Lake Advisory
Utah
$162M -$24.9M -13% 95
WPW
5046
Watershed Private Wealth
Illinois
$162M -$3.07M -2% 100
BCA
5047
Boundary Creek Advisors
New York
$162M -$48.3M -23% 43
LFPWM
5048
Leicht Financial Planning & Wealth Management
New Jersey
$162M -$3.52M -2% 22
HWP
5049
Highline Wealth Partners
California
$162M +$3.14M +2% 406
IGYL
5050
I.G.Y. Ltd
United Kingdom
$162M +$2.27M +1% 3