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
MS
5251
Marshall & Sullivan
Washington
$205M -$3.61M -2% 41
PWG
5252
Private Wealth Group
Florida
$205M +$4.49M +2% 67
DRP
5253
Decade Renewable Partners
Texas
$204M +$13.7M +7% 44
SRWM
5254
Shira Ridge Wealth Management
California
$204M +$8.28M +4% 85
BA
5255
Bluesphere Advisors
Pennsylvania
$204M +$2.02M +1% 108
BF
5256
Brogan Financial
Tennessee
$204M +$28.5M +16% 59
TW
5257
Towerpoint Wealth
California
$204M -$6.85M -3% 92
CRAM
5258
Compass Rose Asset Management
New York
$204M +$112M +121% 16
ORC
5259
O'Rourke & Company
Massachusetts
$204M +$4.3M +2% 155
UAM
5260
Unison Asset Management
Florida
$204M -$6.39M -3% 35
QCIG
5261
Quad-Cities Investment Group
Iowa
$204M +$4.71M +2% 188
AFC
5262
AFT Forsyth & Company
Florida
$204M +$1.09M +0.5% 131
SC
5263
Summa Corp
Texas
$204M -$4.71M -2% 68
IAG
5264
Investmark Advisory Group
Connecticut
$204M -$2.05M -1% 126
FM
5265
Freemont Management
Switzerland
$204M +$12.3M +6% 86
AGP
5266
Autumn Glory Partners
Texas
$204M -$56.3M -22% 214
BB
5267
Burford Brothers
Texas
$204M +$11.9M +6% 167
FI
5268
FIDELIS iM
Oregon
$204M -$16.8M -8% 22
PF
5269
Parker Financial
Washington
$204M +$4.28M +2% 36
MWM
5270
Maltin Wealth Management
New Jersey
$204M -$1.82M -0.9% 133
CCIA
5271
Cherry Creek Investment Advisors
Colorado
$203M +$9.95M +5% 116
GCM
5272
Gunderson Capital Management
South Carolina
$203M -$32.7M -14% 53
USB
5273
Union Savings Bank
Connecticut
$203M -$631K -0.3% 303
DMBA
5274
Deseret Mutual Benefit Administrators
Utah
$203M +$6.77M +3% 500
EHWM
5275
Eads & Heald Wealth Management
Georgia
$203M -$7.83M -4% 145