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
CWA
5151
Consilio Wealth Advisors
Washington
$128M +$4.17M +3% 47
BWM
5152
Benchmark Wealth Management
Connecticut
$128M -$8.35M -6% 52
AAM
5153
Ascension Asset Management
New York
$127M -$8.06M -6% 85
GIM
5154
Greenwich Investment Management
Connecticut
$127M -$12.1M -9% 58
CWA
5155
Carolina Wealth Advisors
South Carolina
$127M -$24M -16% 324
LFASL
5156
Lugano Financial Advisors SA (LFA)
Switzerland
$127M -$15.7M -11% 134
JPLA
5157
Joseph P. Lucia & Associates
New York
$127M -$14.3M -10% 485
DFS
5158
Dixon Fnancial Services
California
$127M -$9.98M -7% 24
BG
5159
Benedetti & Gucer
Georgia
$127M -$20.7M -14% 105
RMSCM
5160
R.M. Sincerbeaux Capital Management
New York
$127M -$9.22M -7% 44
MCAI
5161
Members Capital Advisors Inc
Wisconsin
$127M -$11.2M -8% 72
CWMU
5162
Caliber Wealth Management (Utah)
Utah
$127M -$1.85M -1% 66
GCGDR
5163
Geo Capital Gestora de Recursos
Brazil
$127M -$21.6M -15% 47
NFP
5164
NorthLanding Financial Partners
New York
$127M 64
MWM
5165
Maltin Wealth Management
New Jersey
$127M -$11.8M -9% 119
SFG
5166
Sowa Financial Group
Rhode Island
$127M -$4.65M -4% 36
FOA
5167
Five Oceans Advisors
California
$127M -$7.54M -6% 148
DCI
5168
Data Collective IV
California
$127M +$5.41M +4% 5
GF
5169
Gates Foundation
Washington
$127M -$3.6M -3% 10
SAM
5170
S.A. Mason
Michigan
$126M -$10.5M -8% 332
WPW
5171
Warther Private Wealth
Ohio
$126M -$10.3M -8% 110
SCM
5172
Salem Capital Management
Massachusetts
$126M -$10.8M -8% 57
TWM
5173
Tanager Wealth Management
United Kingdom
$126M +$5.02M +4% 47
SI
5174
Salesforce Inc
California
$126M -$23.1M -15% 4
7IH
5175
72 Investment Holdings
Connecticut
$126M +$61.5M +95% 5