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
CWM
5501
Cadence Wealth Management
Massachusetts
$106M +$9.96M +10% 38
LFA
5502
Legend Financial Advisors
Pennsylvania
$106M +$9.65M +10% 236
PPW
5503
PACK Private Wealth
Minnesota
$106M -$3.25M -3% 35
PKC
5504
Palmer Knight Company
Florida
$106M +$765K +0.7% 29
HHRDM
5505
H&H Retirement Design & Management
Nevada
$106M -$30.8M -22% 73
AFS
5506
AFG Fiduciary Services
Massachusetts
$106M -$8.95M -8% 92
SA
5507
SWM Advisors
Florida
$106M -$3.65M -3% 29
CP
5508
Camelot Portfolios
Ohio
$106M -$59.8M -36% 217
AWM
5509
Aspire Wealth Management
Massachusetts
$106M -$2.47M -2% 189
C
5510
CEDRUS
Colorado
$106M +$3.45M +3% 138
CAM
5511
Costello Asset Management
Pennsylvania
$106M -$9.59M -8% 241
MCA
5512
Morris Capital Advisors
Pennsylvania
$106M -$6.04M -5% 53
BWIA
5513
Bryant Woods Investment Advisors
New York
$106M +$46K +0% 41
MSDF
5514
Michael & Susan Dell Foundation
New York
$106M -$24.3M -19% 4
ZR
5515
Zeno Research
New York
$106M +$14.4M +16% 35
GWM
5516
GoalFusion Wealth Management
Texas
$106M -$979K -0.9% 18
MFG
5517
Monumental Financial Group
Maryland
$106M -$3.23M -3% 38
DWM
5518
Denver Wealth Management
Colorado
$106M +$9.79M +10% 60
VAM
5519
Vert Asset Management
California
$106M -$2.52M -2% 41
RF
5520
Resolute Financial
Massachusetts
$105M -$9.68M -8% 121
WCG
5521
Wall Capital Group
Arizona
$105M -$38.8M -27% 19
TWP
5522
Tower Wealth Partners
Pennsylvania
$105M +$30.1M +40% 52
RPM
5523
Ridgemont Partners Management
North Carolina
$105M -$2.24M -2% 1
AA
5524
Atmos Advisory
Pennsylvania
$105M -$4.86M -4% 21
SCM
5525
Spring Capital Management
Texas
$105M -$7.62M -7% 31