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
SWM
5426
SFG Wealth Management
Maryland
$231M +$65.4M +39% 138
IAG
5427
Investmark Advisory Group
Connecticut
$231M +$17.2M +8% 133
RFMS
5428
RWQ Financial Management Services
Florida
$230M -$7.19M -3% 26
MSWM
5429
Master's Wealth Management
Pennsylvania
$230M +$16.1M +8% 52
GCA
5430
Genesee Capital Advisors
New York
$230M +$7.1M +3% 129
HIM
5431
Harbour Investment Management
Washington
$230M -$1.18M -0.5% 108
EIA
5432
Eastover Investment Advisors
North Carolina
$230M +$6.98M +3% 48
WFC
5433
Western Financial Corp
California
$230M +$43.2M +23% 129
FC
5434
Franchise Capital
Cayman Islands
$230M +$38M +20% 32
CWA
5435
Centerline Wealth Advisors
Kentucky
$230M +$25.9M +13% 48
AI
5436
AXS Investments
New York
$230M -$14.2M -6% 224
CWM
5437
Chicago Wealth Management
Illinois
$229M +$19.6M +9% 54
AWM
5438
Aviso Wealth Management
Washington
$229M +$15.3M +7% 148
RF
5439
rebel Financial
Ohio
$229M +$10.1M +5% 64
5W
5440
5T Wealth
California
$229M +$33M +17% 116
BSAM
5441
Blue Square Asset Management
New York
$229M +$15.8M +7% 81
IIM
5442
Ironwood Investment Management
Massachusetts
$229M +$23.8M +12% 174
MAG
5443
MRA Advisory Group
New Jersey
$229M +$15.8M +7% 151
PFA
5444
Pinnacle Family Advisors
Missouri
$229M +$23.4M +11% 137
EW
5445
Element Wealth
Mississippi
$229M +$11.9M +5% 200
MHWM
5446
Montz Harcus Wealth Management
Louisiana
$229M +$21.9M +11% 89
ANHIM
5447
Alan N. Hoffman Investment Management
Massachusetts
$229M +$26.2M +13% 15
CCC
5448
Compass Capital Corp
Massachusetts
$229M +$16.9M +8% 190
PWS
5449
Physician Wealth Solutions
Nevada
$229M +$13.4M +6% 46
FOR
5450
Family Office Research
Maryland
$229M +$17.2M +8% 74