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
SWP
5276
ShoreHaven Wealth Partners
New Jersey
$190M +$8.61M +5% 82
ORG
5277
Optimist Retirement Group
Washington
$190M -$4.45M -2% 124
BFS
5278
Bare Financial Services
Pennsylvania
$190M +$86.1M +83% 171
MLA
5279
MB, Levis & Associates
Pennsylvania
$190M +$3.97M +2% 292
GAM
5280
Garrison Asset Management
Arkansas
$190M -$377K -0.2% 112
CWA
5281
Continuum Wealth Advisors
New York
$190M +$13.2M +7% 70
OCM
5282
Orion Capital Management
California
$190M +$2.33M +1% 501
GCM
5283
Gallacher Capital Management
Colorado
$190M -$7.07M -4% 328
AWA
5284
Aletheian Wealth Advisors
Washington
$190M +$5.44M +3% 87
LWM
5285
Lodestone Wealth Management
Washington
$190M -$946K -0.5% 151
AFTS
5286
American Financial & Tax Strategies
New York
$190M +$3.42M +2% 93
CC
5287
Constitution Capital
Connecticut
$190M +$12.5M +7% 64
APSI
5288
Asset Planning Services Inc
Louisiana
$190M +$10.6M +6% 35
FG
5289
Foresight Group
United Kingdom
$189M +$4.79M +3% 34
MPPW
5290
Mitchell & Pahl Private Wealth
Oklahoma
$189M -$963K -0.5% 143
SCGDR
5291
Sharp Capital Gestora de Recursos
Brazil
$189M -$55.3M -23% 6
OFS
5292
Orrstown Financial Services
Pennsylvania
$189M +$9.88M +6% 85
DA
5293
DCM Advisors
New York
$189M -$53.2M -22% 78
HAFG
5294
Hansen & Associates Financial Group
California
$189M +$14.4M +8% 22
CPW
5295
Catalyst Private Wealth
California
$189M -$1.89M -1% 83
WFA
5296
WMG Financial Advisors
Tennessee
$189M +$14.2M +8% 173
PCM
5297
Peirce Capital Management
Texas
$189M +$6.73M +4% 41
MI
5298
Moneywise Inc
Virginia
$189M +$4.88M +3% 62
DLHL
5299
Donald L. Hagan LLC
Florida
$189M -$302K -0.2% 110
RA
5300
Rise Advisors
New York
$189M +$1.05M +0.6% 1,290