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
GWM
5626
GoalFusion Wealth Management
Texas
$127M +$3.23M +3% 24
TCMX
5627
Technology Crossover Management XI
California
$127M 1
WDC
5628
Woodward Diversified Capital
California
$127M +$3.03M +2% 149
PF
5629
Parker Financial
Washington
$127M +$9.69M +8% 45
RFA
5630
Register Financial Advisors
Georgia
$127M -$29.5M -19% 868
MWM
5631
Meritas Wealth Management
California
$127M +$6.07M +5% 45
PSIWM
5632
Paradigm Strategies in Wealth Management
Minnesota
$127M +$14.7M +13% 43
NLP
5633
Next Level Private
New York
$127M -$8.85M -7% 102
GL
5634
GHE LLC
Tennessee
$127M +$20.5M +19% 55
PFMU
5635
Privium Fund Management (UK)
United Kingdom
$127M -$4.43M -3% 76
PFG
5636
Piershale Financial Group
Illinois
$127M +$6.25M +5% 314
KC
5637
Kades & Cheifetz
Pennsylvania
$127M +$7.21M +6% 78
EMCIP
5638
Ewing Morris & Co Investment Partners
Ontario, Canada
$127M +$43.9M +53% 31
SCM
5639
Sebold Capital Management
Illinois
$127M +$4.99M +4% 72
PWM
5640
Purus Wealth Management
California
$127M +$16.5M +15% 114
EAM
5641
Eschler Asset Management
United Kingdom
$127M +$73.8M +140% 82
OWP
5642
Old Well Partners
North Carolina
$126M +$10.9M +9% 38
CIA
5643
Cohen Investment Advisors
New Hampshire
$126M +$6.46M +5% 78
BWM
5644
Birchcreek Wealth Management
Ohio
$126M +$14M +12% 144
MTWM
5645
Masso Torrence Wealth Management
New Jersey
$126M +$788K +0.6% 99
HWP
5646
Heritage Wealth Partners
Ohio
$126M +$17.3M +16% 68
CIA
5647
Cascade Investment Advisors
Oregon
$126M +$6.13M +5% 240
AFT
5648
Alpha Family Trust
California
$126M +$15.5M +14% 135
V
5649
ViaWealth
Kansas
$126M +$4.68M +4% 163
WAC
5650
William Allan Corp
Colorado
$126M +$7.05M +6% 51