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
FCFC
5601
First Citizens Financial Corp
Iowa
$169M +$652K +0.4% 118
FPW
5602
Flagship Private Wealth
Massachusetts
$169M +$14M +9% 94
MPW
5603
Melone Private Wealth
Michigan
$169M +$2.19M +1% 48
1C
5604
1623 Capital
Virginia
$169M -$10.3M -6% 25
CA
5605
Cresta Advisors
Texas
$169M +$11M +7% 45
AWM
5606
Aviso Wealth Management
Washington
$168M +$9.88M +6% 157
GWM
5607
Grand Wealth Management
Michigan
$168M -$41.2M -20% 72
WAM
5608
Worth Asset Management
Texas
$168M +$5.85M +4% 162
MFP
5609
Meridian Financial Partners
Virginia
$168M +$90.5M +116% 83
SA
5610
Sunesis Advisors
Kansas
$168M -$2.61M -2% 50
AIP
5611
Alapocas Investment Partners
Massachusetts
$168M +$307K +0.2% 19
AP
5612
Aspect Partners
Virginia
$168M +$41.3M +33% 584
PWM
5613
Penobscot Wealth Management
Maine
$168M +$9.71M +6% 79
ACM
5614
Anabranch Capital Management
Connecticut
$168M -$3.64M -2% 7
ABG
5615
Ally Bridge Group
New York
$168M -$12M -7% 32
CWM
5616
Cahill Wealth Management
Michigan
$168M -$4.15M -2% 49
ACC
5617
Acorn Creek Capital
Colorado
$168M +$9.05M +6% 70
NC
5618
nVerses Capital
Florida
$167M +$126M +302% 1,254
FAG
5619
Fortitude Advisory Group
Washington
$167M -$9.66M -5% 226
SNBOSD
5620
Security National Bank of So Dak
Iowa
$167M +$1.06M +0.6% 99
SWM
5621
Shelton Wealth Management
Texas
$167M +$8.13M +5% 137
CH
5622
Cromwell Holdings
Wyoming
$167M 611
CRCM
5623
Crystal Rock Capital Management
Illinois
$167M -$4.62M -3% 28
EL
5624
EQ LLC
Washington
$167M +$4.7M +3% 55
OFA
5625
Onyx Financial Advisors
Idaho
$167M +$5.27M +3% 15