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
AIA
5476
Alternative Investment Advisors
Florida
$190M +$15.2M +9% 51
TSW
5477
Three Seasons Wealth
Utah
$190M +$9.2M +5% 119
OAS
5478
Optivise Advisory Services
Tennessee
$190M +$4.83M +3% 192
CPSC
5479
Carl P. Sherr & Co
Massachusetts
$190M +$10.7M +6% 120
NIWA
5480
New Insight Wealth Advisors
California
$190M +$20.1M +12% 93
AWMNH
5481
Arcadia Wealth Management (New Hampshire)
New Hampshire
$190M +$14.9M +9% 65
EFP
5482
Envision Financial Planning
Tennessee
$190M +$59M +45% 39
TCM
5483
Tandem Capital Management
New Jersey
$190M +$7.35M +4% 118
PMIA
5484
Patrick Mauro Investment Advisor
Illinois
$190M +$17.5M +10% 44
DWS
5485
Discipline Wealth Solutions
South Carolina
$189M +$62.8M +50% 70
PGF
5486
Plan Group Financial
Oklahoma
$189M +$25.9M +16% 120
AFS
5487
Axiom Financial Strategies
Indiana
$189M +$35.5M +23% 45
DSN
5488
D. Scott Neal
Kentucky
$189M +$9.43M +5% 67
FCFC
5489
First Citizens Financial Corp
Iowa
$189M +$20.1M +12% 121
HP
5490
Holowesko Partners
Bahamas
$189M +$11.5M +7% 26
FFL
5491
Financial Freedom LLC
Ohio
$189M +$12.9M +7% 372
SC
5492
Solstein Capital
California
$189M +$35.6M +23% 324
ICMM
5493
Integrated Capital Management (Michigan)
Michigan
$189M 59
EW
5494
Element Wealth
Mississippi
$189M +$11.1M +6% 305
SHFP
5495
Second Half Financial Partners
Florida
$189M +$63.8M +51% 100
SAM
5496
S.A. Mason
Michigan
$189M +$12.8M +7% 332
QS
5497
Quantitative Strategies
California
$189M +$13.4M +8% 21
SGWM
5498
Sterling Group Wealth Management
California
$189M +$14.4M +8% 63
ACC
5499
Acorn Creek Capital
Colorado
$189M +$21M +13% 76
SIAS
5500
Summit Investment Advisory Services
Minnesota
$189M +$103M +122% 100