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
HFO
5476
Heritage Family Offices
Arizona
$200M +$6.7M +3% 195
SG
5477
Stephens Group
Arkansas
$200M +$12.1M +6% 3
PAG
5478
Powers Advisory Group
Illinois
$200M -$731K -0.4% 104
MLA
5479
MB, Levis & Associates
Pennsylvania
$200M -$3.05M -2% 308
PWS
5480
Physician Wealth Solutions
Nevada
$200M -$809K -0.4% 41
NIWA
5481
New Insight Wealth Advisors
California
$200M +$9.63M +5% 97
PFG
5482
Prosperity Financial Group
California
$200M +$21.6M +12% 180
KC
5483
Kinloch Capital
Virginia
$200M -$6.74M -3% 83
JWM
5484
Jupiter Wealth Management
Colorado
$200M +$4.11M +2% 101
MI
5485
Moneywise Inc
Virginia
$199M -$3.84M -2% 60
LWM
5486
Lodestone Wealth Management
Washington
$199M -$444K -0.2% 159
AIC
5487
Anthracite Investment Company
Texas
$199M -$12M -6% 103
RFA
5488
Register Financial Advisors
Georgia
$199M +$4.23M +2% 310
HAFS
5489
Hapanowicz & Associates Financial Services
Pennsylvania
$199M +$461K +0.2% 30
FCM
5490
Fogel Capital Management
Florida
$199M +$5.17M +3% 43
A
5491
Argentarii
Ohio
$199M 160
S
5492
Sunpointe
Missouri
$199M +$77.3M +64% 214
TWA
5493
Trellis Wealth Advisors
California
$199M -$891K -0.4% 35
DRS
5494
Deane Retirement Strategies
Louisiana
$199M -$6.35M -3% 86
TWM
5495
TCFG Wealth Management
California
$199M -$327K -0.2% 243
BCM
5496
Birch Capital Management
Texas
$199M -$5.99M -3% 91
SV
5497
Stilwell Value
New York
$198M -$1.37M -0.7% 35
ITB
5498
Idaho Trust Bank
Idaho
$198M -$8.72M -4% 83
MIRH
5499
Madison International Realty Holdings
New York
$198M -$7.4M -4% 2
SCM
5500
Sitrin Capital Management
California
$198M -$1.82M -0.9% 44