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
AWM
5601
Aviso Wealth Management
Washington
$168M +$9.88M +6% 157
GWM
5602
Grand Wealth Management
Michigan
$168M -$41.2M -20% 72
WAM
5603
Worth Asset Management
Texas
$168M +$5.85M +4% 162
MFP
5604
Meridian Financial Partners
Virginia
$168M +$90.5M +116% 83
SA
5605
Sunesis Advisors
Kansas
$168M -$2.61M -2% 50
AIP
5606
Alapocas Investment Partners
Massachusetts
$168M +$307K +0.2% 19
SP
5607
Saranac Partners
$168M +$4.69M +3% 84
AP
5608
Aspect Partners
Virginia
$168M +$41.3M +33% 584
PWM
5609
Penobscot Wealth Management
Maine
$168M +$9.71M +6% 79
ACM
5610
Anabranch Capital Management
Connecticut
$168M -$3.64M -2% 7
ABG
5611
Ally Bridge Group
New York
$168M -$12M -7% 32
CWM
5612
Cahill Wealth Management
Michigan
$168M -$4.15M -2% 49
ACC
5613
Acorn Creek Capital
Colorado
$168M +$9.05M +6% 70
NC
5614
nVerses Capital
Florida
$167M +$126M +302% 1,254
FAG
5615
Fortitude Advisory Group
Washington
$167M -$9.66M -5% 226
SNBOSD
5616
Security National Bank of So Dak
Iowa
$167M +$1.06M +0.6% 99
SWM
5617
Shelton Wealth Management
Texas
$167M +$8.13M +5% 137
CH
5618
Cromwell Holdings
Wyoming
$167M 611
CRCM
5619
Crystal Rock Capital Management
Illinois
$167M -$4.62M -3% 28
EL
5620
EQ LLC
Washington
$167M +$4.7M +3% 55
OFA
5621
Onyx Financial Advisors
Idaho
$167M +$5.27M +3% 15
BAM
5622
Bosun Asset Management
Illinois
$167M -$8.64M -5% 209
VFA
5623
Values First Advisors
Tennessee
$167M -$3.71M -2% 184
FBC
5624
Fairfield, Bush & Co
Connecticut
$167M -$1.8M -1% 120
VCM
5625
VeriStar Capital Management
New York
$167M -$23.6M -12% 12