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
SWM
5576
Shelton Wealth Management
Texas
$229M +$14.5M +7% 149
EMCIP
5577
Ewing Morris & Co Investment Partners
Ontario, Canada
$229M -$4.79M -2% 104
NIA
5578
NBZ Investment Advisors
Tennessee
$229M +$38.1M +20% 65
HWM
5579
Howard Wealth Management
Connecticut
$229M +$11.5M +5% 140
CPW
5580
Catalyst Private Wealth
California
$229M +$1.16M +0.5% 81
BSCCG
5581
Blue Sky Capital Consultants Group
California
$229M +$964K +0.4% 76
BF
5582
Brogan Financial
Tennessee
$229M -$5.84M -2% 62
ACM
5583
Avos Capital Management
Washington
$229M +$14.6M +7% 70
ATWA
5584
Arbor Trust Wealth Advisors
Michigan
$229M +$6.61M +3% 87
NERM
5585
New England Research & Management
Illinois
$229M +$10.9M +5% 177
PPWM
5586
PFG Private Wealth Management
Florida
$229M +$4.35M +2% 170
HP
5587
Haven Private
Florida
$229M +$2.14M +0.9% 171
AP
5588
Aspect Partners
Virginia
$228M +$8.22M +4% 772
WWM
5589
WJ Wealth Management
Arizona
$228M +$968K +0.4% 74
ACM
5590
Azarias Capital Management
Pennsylvania
$228M -$24.1M -10% 26
ACM
5591
Aster Capital Management
United Arab Emirates
$228M +$30.4M +15% 1,487
RWS
5592
Resolute Wealth Strategies
Mississippi
$228M +$9.57M +4% 113
DCM
5593
Dudley Capital Management
Virginia
$228M +$6.4M +3% 139
DAS
5594
DMKC Advisory Services
Iowa
$228M +$30.8M +16% 83
AP
5595
Advisortrust Partners
North Carolina
$228M 156
EIA
5596
Eastover Investment Advisors
North Carolina
$227M -$2.57M -1% 50
VWA
5597
Valued Wealth Advisors
Utah
$227M +$11.9M +5% 654
KGP
5598
Keystone Global Partners
Colorado
$227M +$31.1M +16% 55
FVM
5599
Forerunner Ventures Management
California
$227M 1
LA
5600
Latitude Advisors
Florida
$227M +$8.13M +4% 237