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
SSW
5026
Smith Shellnut Wilson
Mississippi
$221M +$15.2M +7% 152
MWM
5027
MTC Wealth Management
Florida
$221M +$11.1M +5% 14
GCM
5028
Goldstream Capital Management
Hong Kong
$221M +$11.1M +5% 48
CWM
5029
Collaborative Wealth Management
Florida
$221M +$16.5M +8% 178
PCA
5030
Prospect Capital Advisors
California
$221M -$16M -7% 28
NME
5031
Notis-McConarty Edward
$221M -$33.5M -13% 90
MIM
5032
Meros Investment Management
Texas
$221M +$9.51M +4% 44
PFA
5033
Pathway Financial Advisers
Indiana
$221M -$58.1M -21% 452
EWA
5034
Etesian Wealth Advisors
Oregon
$221M +$42.9M +24% 143
PFSC
5035
Peoples Financial Services Corp
Pennsylvania
$221M -$389K -0.2% 256
CPIM
5036
Coalescence Partners Investment Management
New York
$221M +$100M +83% 15
SICM
5037
Sustainable Insight Capital Management
New York
$221M +$21M +11% 95
AAG
5038
Avalon Advisory Group
Pennsylvania
$221M +$10.7M +5% 15
FI
5039
FIDELIS iM
Oregon
$220M +$16.8M +8% 22
OCM
5040
Once Capital Management
New York
$220M +$18.6M +9% 26
ARC
5041
Advisor Resource Council
Texas
$220M +$166M +303% 254
ACM
5042
Ardent Capital Management
Ohio
$220M +$16M +8% 47
RSC
5043
Red Spruce Capital
Pennsylvania
$220M +$4.53M +2% 84
FNBSF
5044
First National Bank Sioux Falls
South Dakota
$220M +$27.2M +14% 131
SM
5045
STF Management
Texas
$220M -$17.4M -7% 102
WCM
5046
Whitefort Capital Management
New York
$220M +$57.4M +35% 24
SI
5047
Saxon Interests
Texas
$220M +$9.38M +4% 196
KCFA
5048
Key Client Fiduciary Advisors
New Jersey
$220M +$21.7M +11% 200
AAM
5049
Ameraudi Asset Management
New York
$219M -$233K -0.1% 64
HAS
5050
Horizon Advisory Services
New York
$219M +$10.4M +5% 47