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
WFA
5026
WMG Financial Advisors
Tennessee
$221M +$32.4M +17% 178
CNBT
5027
Cornerstone National Bank & Trust
Illinois
$221M +$17.6M +9% 167
SSW
5028
Smith Shellnut Wilson
Mississippi
$221M +$15.2M +7% 152
MWM
5029
MTC Wealth Management
Florida
$221M +$11.1M +5% 14
GCM
5030
Goldstream Capital Management
Hong Kong
$221M +$11.1M +5% 48
CWM
5031
Collaborative Wealth Management
Florida
$221M +$16.5M +8% 178
PCA
5032
Prospect Capital Advisors
California
$221M -$16M -7% 28
NME
5033
Notis-McConarty Edward
$221M -$33.5M -13% 90
MIM
5034
Meros Investment Management
Texas
$221M +$9.51M +4% 44
PFA
5035
Pathway Financial Advisers
Indiana
$221M -$58.1M -21% 452
EWA
5036
Etesian Wealth Advisors
Oregon
$221M +$42.9M +24% 143
PFSC
5037
Peoples Financial Services Corp
Pennsylvania
$221M -$389K -0.2% 256
CPIM
5038
Coalescence Partners Investment Management
New York
$221M +$100M +83% 15
SICM
5039
Sustainable Insight Capital Management
New York
$221M +$21M +11% 95
AAG
5040
Avalon Advisory Group
Pennsylvania
$221M +$10.7M +5% 15
FI
5041
FIDELIS iM
Oregon
$220M +$16.8M +8% 22
OCM
5042
Once Capital Management
New York
$220M +$18.6M +9% 26
ARC
5043
Advisor Resource Council
Texas
$220M +$166M +303% 254
ACM
5044
Ardent Capital Management
Ohio
$220M +$16M +8% 47
RSC
5045
Red Spruce Capital
Pennsylvania
$220M +$4.53M +2% 84
FNBSF
5046
First National Bank Sioux Falls
South Dakota
$220M +$27.2M +14% 131
SM
5047
STF Management
Texas
$220M -$17.4M -7% 102
WCM
5048
Whitefort Capital Management
New York
$220M +$57.4M +35% 24
SI
5049
Saxon Interests
Texas
$220M +$9.38M +4% 196
KCFA
5050
Key Client Fiduciary Advisors
New Jersey
$220M +$21.7M +11% 200