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
PWS
5426
Physician Wealth Solutions
Nevada
$216M +$16.6M +8% 45
MC
5427
Merck & Co
New Jersey
$216M +$51.3M +31% 13
SFP
5428
Strategic Financial Partners
Oregon
$215M +$25.5M +13% 80
FA
5429
Financial Avengers
California
$215M +$18M +9% 150
EC
5430
ECP ControlCo
New Jersey
$215M -$27.5M -11% 4
TWM
5431
Tumwater Wealth Management
Idaho
$215M +$23.5M +12% 38
PCR
5432
Potrero Capital Research
California
$215M +$11.6M +6% 31
NRW
5433
Nova R Wealth
Kansas
$215M +$13.2M +7% 85
ACMG
5434
Anchor Capital Management Group
California
$215M -$2.18M -1% 19
SWAG
5435
Spectrum Wealth Advisory Group
California
$215M +$6.56M +3% 63
RF
5436
Robbins Farley
New Hampshire
$215M +$26.4M +14% 174
KC
5437
Kinloch Capital
Virginia
$215M +$5.78M +3% 81
CWA
5438
Cura Wealth Advisors
Illinois
$215M -$32.4M -13% 126
PWIA
5439
Porter White Investment Advisors
Alabama
$215M +$12.6M +6% 37
MAM
5440
Mirabaud Asset Management
United Kingdom
$215M +$23.5M +12% 45
MFG
5441
Mainsail Financial Group
Washington
$215M +$38.2M +22% 60
CC
5442
Checkpoint Capital
California
$215M +$32.3M +18% 14
MSWM
5443
Master's Wealth Management
Pennsylvania
$214M +$23.8M +12% 51
ORC
5444
O'Rourke & Company
Massachusetts
$214M +$12.7M +6% 161
LAM
5445
Lifestyle Asset Management
Texas
$214M +$32.3M +18% 150
MBI
5446
May Barnhard Investments
Maryland
$214M +$13.8M +7% 92
AWM
5447
Aviso Wealth Management
Washington
$214M +$26M +14% 148
ICM
5448
IMS Capital Management
Oregon
$214M +$15.7M +8% 157
SCP
5449
Sender Company & Partners
New York
$214M +$79.4M +59% 250
EFP
5450
Envision Financial Planning
Tennessee
$214M +$17.7M +9% 49