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
PWA
5151
Phoenix Wealth Advisors
North Carolina
$199M +$35.1M +21% 121
WR
5152
WD Rutherford
Oregon
$199M +$5.98M +3% 100
FH
5153
FWG Holdings
Florida
$199M +$12.6M +7% 112
NRC
5154
New Republic Capital
North Carolina
$199M +$41.6M +26% 260
SFPG
5155
Stonebridge Financial Planning Group
Florida
$199M +$9.87M +5% 159
CCM
5156
Conway Capital Management
California
$199M +$20.2M +11% 47
LIA
5157
Luken Investment Analytics
Tennessee
$199M +$655K +0.3% 148
BAM
5158
Bayshore Asset Management
Florida
$199M -$5.1M -3% 43
SAM
5159
Sequent Asset Management
Texas
$199M +$9.52M +5% 93
FIM
5160
FWL Investment Management
Texas
$198M +$16.9M +9% 289
FF
5161
Fluent Financial
Texas
$198M +$17.4M +10% 102
KCFA
5162
Key Client Fiduciary Advisors
New Jersey
$198M +$9.48M +5% 198
MHB
5163
Midwest Heritage Bank
Iowa
$198M +$7.87M +4% 58
BFA
5164
Bluestem Financial Advisors
Illinois
$198M +$4.37M +2% 28
RFA
5165
Register Financial Advisors
Georgia
$198M +$5.13M +3% 772
HOWA
5166
Heritage Oak Wealth Advisors
Florida
$198M 88
MCS
5167
Mithaq Capital SPC
Saudi Arabia
$198M -$185M -48% 4
NIF
5168
Nalanda India Fund
Mauritius
$198M -$41.9M -17% 1
PL
5169
Polianta Ltd
Jersey
$198M -$7.62M -4% 101
IWMWV
5170
Ironwood Wealth Management (West Virginia)
West Virginia
$198M +$6.86M +4% 22
UAM
5171
Unison Asset Management
Florida
$198M +$6.6M +3% 33
KIG
5172
Kennedy Investment Group
New Jersey
$197M +$10.1M +5% 124
WCM
5173
Wisconsin Capital Management
Wisconsin
$197M +$6.85M +4% 50
BC
5174
Beaconlight Capital
New York
$197M -$25.6M -11% 36
PWA
5175
Prairie Wealth Advisors
Nebraska
$197M -$15.9M -7% 170