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
WAM
5601
Worth Asset Management
Texas
$203M +$19.7M +11% 179
CWA
5602
Carolina Wealth Advisors
South Carolina
$203M +$17.3M +9% 312
KCM
5603
KM Capital Management
Texas
$203M +$17.1M +9% 60
JCFM
5604
JBR Co Financial Management
Oklahoma
$203M +$31.6M +19% 122
PWM
5605
Pacific Wealth Management
California
$203M +$20.6M +11% 23
EHWM
5606
Eads & Heald Wealth Management
Georgia
$202M +$5.53M +3% 143
PFSC
5607
Peoples Financial Services Corp
Pennsylvania
$202M -$5.83M -3% 261
AWA
5608
AmeriServ Wealth Advisors
Pennsylvania
$202M +$29.4M +17% 64
TWA
5609
Tandem Wealth Advisors
Arizona
$202M +$11M +6% 55
NPI
5610
New Perspectives Inc
Mississippi
$202M +$14.8M +8% 40
PP
5611
Patron Partners
Texas
$202M +$17.1M +9% 185
SIA
5612
Schear Investment Advisers
Ohio
$202M +$28.4M +16% 93
AFT
5613
Alpha Family Trust
California
$202M +$30.6M +18% 199
AFO
5614
Allie Family Office
Florida
$202M +$19.6M +11% 108
WWC
5615
Waypoint Wealth Counsel
Georgia
$202M +$42.5M +27% 198
CCC
5616
Chelsea Counsel Company
California
$202M +$17.7M +10% 210
AIM
5617
Alhambra Investment Management
Florida
$202M +$7.61M +4% 183
AIA
5618
Alternative Investment Advisors
Florida
$201M +$12.3M +6% 61
5SA
5619
5th Street Advisors
Connecticut
$201M -$6.01M -3% 48
LIA
5620
LifePlan Investment Advisors
North Carolina
$201M +$27.5M +16% 108
HWMT
5621
Heritage Wealth Management (Texas)
Texas
$201M +$28.7M +17% 40
LPCM
5622
Lynwood Price Capital Management
Texas
$201M +$25.8M +15% 18
PC
5623
Powers Capital
California
$201M +$16.9M +9% 2
RFP
5624
RCS Financial Planning
Maryland
$201M +$11.6M +6% 85
ACG
5625
Ampersand Capital Group
California
$201M +$56.1M +39% 7