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
FGG
5526
Financial Guidance Group
Florida
$133M -$3.15M -2% 55
FD
5527
Financial Designs
California
$133M -$4.1M -3% 27
BSWA
5528
Bromfield Sneider Wealth Advisors
Massachusetts
$133M +$6.77M +5% 98
AWM
5529
Aberdeen Wealth Management
Illinois
$133M -$5.64M -4% 163
CWA
5530
Capital Wealth Alliance
Arizona
$133M -$368K -0.3% 112
AL
5531
ADE LLC
Maryland
$132M -$10.8M -8% 85
EP
5532
EPIQ Partners
Minnesota
$132M -$14.8M -10% 78
GWCM
5533
Godshalk Welsh Capital Management
Pennsylvania
$132M -$12.8M -9% 120
BMA
5534
Brooks Moore & Associates
Tennessee
$132M -$9.66M -7% 85
C
5535
Covestor
United Kingdom
$132M +$1.24M +0.9% 2,955
IF
5536
Integrity Financial
Wyoming
$132M -$719K -0.5% 230
WF
5537
Wayfinding Financial
Washington
$132M -$11.7M -8% 119
RCM
5538
Ratan Capital Management
Florida
$132M +$59.8M +83% 40
AWM
5539
Avaii Wealth Management
Wisconsin
$132M +$1.87M +1% 156
DWM
5540
Dopkins Wealth Management
New York
$132M +$19.8M +18% 55
CCM
5541
Colorado Capital Management
Colorado
$132M -$3.42M -3% 82
CCM
5542
Crestwood Capital Management
New York
$132M -$11.7M -8% 13
PWM
5543
Penobscot Wealth Management
Maine
$132M -$4.36M -3% 68
KSCM
5544
Kamunting Street Capital Management
Florida
$132M +$31M +31% 47
FNBOH
5545
First National Bank of Hutchinson
Kansas
$132M -$5.06M -4% 111
MA
5546
MKT Advisors
California
$132M -$9.67M -7% 151
DIS
5547
Diversified Investment Strategies
Louisiana
$132M -$3.38M -3% 49
WF
5548
Williams Financial
Vermont
$132M -$2.44M -2% 32
TWM
5549
TLW Wealth Management
Florida
$132M -$7.11M -5% 20
AWM
5550
Aspire Wealth Management
Massachusetts
$132M -$692K -0.5% 199