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
HBS
5276
Howard Bailey Securities
Indiana
$254M -$97.5M -28% 163
EPW
5277
Evergreen Private Wealth
Colorado
$254M +$7M +3% 240
AA
5278
ACT Advisors
North Carolina
$254M +$5.95M +2% 77
MWA
5279
Mills Wealth Advisors
Texas
$254M +$7.76M +3% 75
FWM
5280
FMB Wealth Management
California
$253M +$17.3M +7% 96
LIA
5281
Luken Investment Analytics
Tennessee
$253M -$2.53M -1% 401
GTAM
5282
Global Trust Asset Management
Florida
$253M +$32.2M +15% 555
GWS
5283
Greykasell Wealth Strategies
California
$253M +$15.8M +7% 501
BPCM
5284
Beach Point Capital Management
California
$253M +$38M +18% 22
CWA
5285
Choice Wealth Advisors
Maine
$253M +$19.6M +8% 34
SAM
5286
S.A. Mason
Michigan
$253M +$26.3M +12% 273
MFP
5287
Meridian Financial Partners
Virginia
$253M +$12.1M +5% 122
IWS
5288
Integrity Wealth Solutions
Colorado
$253M +$28.6M +13% 131
ACM
5289
Ardent Capital Management
Ohio
$253M +$16.8M +7% 51
TW
5290
Towerpoint Wealth
California
$253M +$8.14M +3% 94
ESC
5291
Eurizon SLJ Capital
$252M 138
PWS
5292
Proactive Wealth Strategies
Georgia
$252M +$20.1M +9% 155
MIM
5293
Meros Investment Management
Texas
$252M +$17.9M +8% 53
WFC
5294
Western Financial Corp
California
$252M +$22.4M +10% 129
AB
5295
ANB Bank
Colorado
$252M +$5.43M +2% 143
SHCM
5296
Silver Heights Capital Management
Ontario, Canada
$252M +$29.1M +13% 5
MCF
5297
MKA Charitable Fund
California
$252M +$20.5M +9% 1
DG
5298
Diesslin Group
Texas
$252M 54
CB
5299
Centennial Bank
Arkansas
$252M -$2.8M -1% 347
MWM
5300
Maltin Wealth Management
New Jersey
$251M +$10.5M +4% 135