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
HIS
5026
Horizon Investment Services
Indiana
$278M +$13M +5% 151
WQ
5027
Wealth Quarterback
New Jersey
$278M +$19.2M +7% 164
CG
5028
Clarus Group
Texas
$278M -$9.99M -3% 112
TP
5029
Tranquility Partners
Tennessee
$278M -$18.6M -6% 245
PWAC
5030
Private Wealth Advisors (California)
California
$278M +$12M +5% 93
WAM
5031
Weinberger Asset Management
California
$277M +$1.21M +0.4% 94
PFG
5032
Prosperity Financial Group
California
$277M +$4.88M +2% 200
FWP
5033
Family Wealth Partners
North Carolina
$277M +$10.6M +4% 100
EM
5034
Excalibur Management
Massachusetts
$277M +$1.78M +0.6% 169
JPLA
5035
Joseph P. Lucia & Associates
New York
$277M +$12.2M +5% 176
IWM
5036
Iams Wealth Management
Nebraska
$277M +$27.8M +11% 211
SFPG
5037
Stonebridge Financial Planning Group
Florida
$277M +$10.7M +4% 175
SCG
5038
Sonata Capital Group
Washington
$277M +$6.07M +2% 126
SCI
5039
Stableford Capital II
Arizona
$277M +$122K +0% 159
DJC
5040
Daily Journal Corp
California
$277M +$14.4M +5% 4
ACM
5041
Allred Capital Management
Texas
$277M -$10.7M -4% 175
FWM
5042
Forza Wealth Management
Florida
$277M +$15.5M +6% 193
BIM
5043
Breakwater Investment Management
Washington
$276M +$5.18M +2% 621
MC
5044
Merck & Co
New Jersey
$276M +$48.2M +21% 13
ALC
5045
Alexander Labrunerie & Co
Missouri
$276M +$5.65M +2% 123
CWA
5046
Centerline Wealth Advisors
Kentucky
$276M +$46.5M +20% 62
WFS
5047
Walker Financial Services
Kentucky
$276M +$18.9M +7% 43
AA
5048
Alta Advisers
United Kingdom
$276M -$51M -16% 249
QFPS
5049
Quantum Financial Planning Services
Washington
$276M +$28.6M +12% 59
AWM
5050
Avaii Wealth Management
Wisconsin
$276M +$13M +5% 156