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
SIA
5501
Schear Investment Advisers
Ohio
$225M +$22.5M +11% 86
PPA
5502
Pilgrim Partners Asia
Singapore
$225M 155
CFC
5503
Client First Capital
California
$224M +$11.5M +5% 25
I2I
5504
Insight 2811 Inc
Illinois
$224M +$13.2M +6% 96
SCA
5505
Sassicaia Capital Advisers
New York
$224M +$64.8M +41% 64
GWM
5506
Glass Wealth Management
Texas
$224M +$36.5M +19% 58
IWS
5507
Integrity Wealth Solutions
Colorado
$224M +$19.1M +9% 125
PPWM
5508
PFG Private Wealth Management
Florida
$224M +$30.1M +15% 155
CA
5509
Cresta Advisors
Texas
$224M +$18.9M +9% 50
TW
5510
Traveka Wealth
California
$224M +$35.2M +19% 177
MAWAG
5511
Mid-American Wealth Advisory Group
Missouri
$224M +$13.7M +7% 351
IWA
5512
IVC Wealth Advisors
Pennsylvania
$224M +$18.7M +9% 191
WW
5513
Windle Wealth
Oklahoma
$224M +$19M +9% 33
TCG
5514
Transcendent Capital Group
Oklahoma
$223M +$28.9M +15% 126
NPI
5515
New Perspectives Inc
Mississippi
$223M +$21.2M +10% 41
PF
5516
Penney Financial
Texas
$223M +$26.6M +14% 51
EFA
5517
Edge Financial Advisors
Illinois
$223M +$33.4M +18% 141
AWM
5518
Ariadne Wealth Management
California
$223M +$14M +7% 261
LIA
5519
Limestone Investment Advisors
New York
$223M -$7.58M -3% 389
FGG
5520
Financial Guidance Group
Florida
$223M +$17.2M +8% 87
TRIA
5521
Trail Ridge Investment Advisors
Colorado
$223M +$15.1M +7% 110
FS
5522
Financial Symmetry
North Carolina
$223M +$29.4M +15% 54
SHCM
5523
Silver Heights Capital Management
Ontario, Canada
$223M -$39.2M -15% 4
FL
5524
FreeGulliver LLC
Louisiana
$223M +$5.93M +3% 114
OWCM
5525
One Wealth Capital Management
Arizona
$223M +$9.88M +5% 129