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
MAWAG
5501
Mid-American Wealth Advisory Group
Missouri
$224M +$13.7M +7% 351
IWA
5502
IVC Wealth Advisors
Pennsylvania
$224M +$18.7M +9% 191
WW
5503
Windle Wealth
Oklahoma
$224M +$19M +9% 33
TCG
5504
Transcendent Capital Group
Oklahoma
$223M +$28.9M +15% 126
NPI
5505
New Perspectives Inc
Mississippi
$223M +$21.2M +10% 41
PF
5506
Penney Financial
Texas
$223M +$26.6M +14% 51
EFA
5507
Edge Financial Advisors
Illinois
$223M +$33.4M +18% 141
AWM
5508
Ariadne Wealth Management
California
$223M +$14M +7% 261
LIA
5509
Limestone Investment Advisors
New York
$223M -$7.58M -3% 389
FGG
5510
Financial Guidance Group
Florida
$223M +$17.2M +8% 87
TRIA
5511
Trail Ridge Investment Advisors
Colorado
$223M +$15.1M +7% 110
FS
5512
Financial Symmetry
North Carolina
$223M +$29.4M +15% 54
SHCM
5513
Silver Heights Capital Management
Ontario, Canada
$223M -$39.2M -15% 4
FL
5514
FreeGulliver LLC
Louisiana
$223M +$5.93M +3% 114
OWCM
5515
One Wealth Capital Management
Arizona
$223M +$9.88M +5% 129
CFGF
5516
Compass Financial Group (Florida)
Florida
$223M +$23.4M +12% 47
LWM
5517
Lodestone Wealth Management
Washington
$222M +$17.1M +8% 177
WAM
5518
Worth Asset Management
Texas
$222M +$19.7M +10% 204
MSS
5519
Mitchell Sinkler & Starr
Pennsylvania
$222M +$13.5M +6% 148
SNWA
5520
Siligmueller & Norvid Wealth Advisors
Illinois
$222M -$35.1M -14% 228
HWA
5521
Hillcrest Wealth Advisors
New Jersey
$222M +$9.71M +5% 54
EA
5522
Evolution Advisers
Virginia
$222M +$18.4M +9% 163
OFM
5523
Omega Fund Management
Massachusetts
$222M +$67.9M +44% 14
IRP
5524
Investment Research Partners
Pennsylvania
$222M 224
SCM
5525
Sage Capital Management
New Jersey
$222M +$14.5M +7% 164