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
AFM
5301
Abbot Financial Management
Massachusetts
$201M +$2.15M +1% 129
CWA
5302
Clarus Wealth Advisors
Arizona
$201M +$4.53M +2% 143
IIM
5303
Ironwood Investment Management
Massachusetts
$201M -$4.43M -2% 181
NEPPG
5304
New England Professional Planning Group
Rhode Island
$201M -$1.28M -0.6% 53
BFAG
5305
Blackston Financial Advisory Group
Florida
$201M +$7.35M +4% 145
SGA
5306
Siguler Guff Advisers
New York
$201M -$68.2M -25% 5
VCM
5307
Verger Capital Management
North Carolina
$201M -$1.39M -0.7% 14
BSAM
5308
Blue Square Asset Management
New York
$201M +$14.5M +8% 78
HFO
5309
Heritage Family Offices
Arizona
$200M +$6.7M +3% 195
SG
5310
Stephens Group
Arkansas
$200M +$12.1M +6% 3
PAG
5311
Powers Advisory Group
Illinois
$200M -$731K -0.4% 104
MLA
5312
MB, Levis & Associates
Pennsylvania
$200M -$3.05M -2% 308
PWS
5313
Physician Wealth Solutions
Nevada
$200M -$809K -0.4% 41
NIWA
5314
New Insight Wealth Advisors
California
$200M +$9.63M +5% 97
PFG
5315
Prosperity Financial Group
California
$200M +$21.6M +12% 180
KC
5316
Kinloch Capital
Virginia
$200M -$6.74M -3% 83
JWM
5317
Jupiter Wealth Management
Colorado
$200M +$4.11M +2% 101
MI
5318
Moneywise Inc
Virginia
$199M -$3.84M -2% 60
LWM
5319
Lodestone Wealth Management
Washington
$199M -$444K -0.2% 159
AIC
5320
Anthracite Investment Company
Texas
$199M -$12M -6% 103
RFA
5321
Register Financial Advisors
Georgia
$199M +$4.23M +2% 310
HAFS
5322
Hapanowicz & Associates Financial Services
Pennsylvania
$199M +$461K +0.2% 30
FCM
5323
Fogel Capital Management
Florida
$199M +$5.17M +3% 43
A
5324
Argentarii
Ohio
$199M 160
S
5325
Sunpointe
Missouri
$199M +$77.3M +64% 214