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
BC
5101
Barrett & Company
Rhode Island
$185M +$14.9M +9% 645
GFWEX
5102
G.F.W. Energy XII
Texas
$185M -$106M -36% 5
CWM
5103
Collaborative Wealth Management
Florida
$185M +$17M +10% 176
NL
5104
NKCFO LLC
Illinois
$185M +$4.43M +2% 92
AIM
5105
Ausbil Investment Management
Australia
$185M +$23.6M +15% 61
HWMA
5106
Heritage Wealth Management (Arizona)
Arizona
$185M 168
WVP
5107
Worth Venture Partners
New Jersey
$184M +$16.6M +10% 181
NWM
5108
Napa Wealth Management
California
$184M 109
LD
5109
Lipe & Dalton
New York
$184M +$18.1M +11% 107
GWM
5110
Grand Wealth Management
Michigan
$184M +$20.9M +13% 78
TWA
5111
Trellis Wealth Advisors
California
$184M +$25.2M +16% 38
CI
5112
Chartist Inc
California
$184M +$15.3M +9% 28
BFA
5113
Buttonwood Financial Advisors
Maryland
$183M +$25.6M +16% 103
TW
5114
Towerpoint Wealth
California
$183M +$15M +9% 84
FWM
5115
Fortress Wealth Management
California
$183M +$28.8M +19% 72
MA
5116
Mezzasalma Advisors
New Jersey
$183M +$21.2M +13% 97
DRS
5117
Deane Retirement Strategies
Louisiana
$183M +$4.15M +2% 70
RWA
5118
Rainsberger Wealth Advisors
Colorado
$183M +$20.3M +12% 73
SM
5119
Sciencast Management
New Jersey
$183M -$37.2M -17% 470
LAM
5120
Lountzis Asset Management
Pennsylvania
$183M +$4.13M +2% 46
WIP
5121
WealthCare Investment Partners
Rhode Island
$183M +$18.8M +11% 134
WAM
5122
WFA Asset Management
Wisconsin
$183M +$14.6M +9% 259
I2I
5123
Insight 2811 Inc
Illinois
$183M +$7.03M +4% 84
TLA
5124
Tanglewood Legacy Advisors
Texas
$183M +$16.3M +10% 295
SW
5125
SMART Wealth
Nebraska
$183M +$49.9M +37% 93