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
MWM
5626
Meritas Wealth Management
California
$127M +$6.07M +5% 45
PSIWM
5627
Paradigm Strategies in Wealth Management
Minnesota
$127M +$14.7M +13% 43
NLP
5628
Next Level Private
New York
$127M -$8.85M -7% 102
GL
5629
GHE LLC
Tennessee
$127M +$20.5M +19% 55
PFMU
5630
Privium Fund Management (UK)
United Kingdom
$127M -$4.43M -3% 76
PFG
5631
Piershale Financial Group
Illinois
$127M +$6.25M +5% 314
KC
5632
Kades & Cheifetz
Pennsylvania
$127M +$7.21M +6% 78
EMCIP
5633
Ewing Morris & Co Investment Partners
Ontario, Canada
$127M +$43.9M +53% 31
SCM
5634
Sebold Capital Management
Illinois
$127M +$4.99M +4% 72
PWM
5635
Purus Wealth Management
California
$127M +$16.5M +15% 114
EAM
5636
Eschler Asset Management
United Kingdom
$127M +$73.8M +140% 82
OWP
5637
Old Well Partners
North Carolina
$126M +$10.9M +9% 38
CIA
5638
Cohen Investment Advisors
New Hampshire
$126M +$6.46M +5% 78
BWM
5639
Birchcreek Wealth Management
Ohio
$126M +$14M +12% 144
MTWM
5640
Masso Torrence Wealth Management
New Jersey
$126M +$788K +0.6% 99
HWP
5641
Heritage Wealth Partners
Ohio
$126M +$17.3M +16% 68
CIA
5642
Cascade Investment Advisors
Oregon
$126M +$6.13M +5% 240
AFT
5643
Alpha Family Trust
California
$126M +$15.5M +14% 135
V
5644
ViaWealth
Kansas
$126M +$4.68M +4% 163
WAC
5645
William Allan Corp
Colorado
$126M +$7.05M +6% 51
FNBOH
5646
First National Bank of Hutchinson
Kansas
$126M +$7.88M +7% 113
CWM
5647
Chicago Wealth Management
Illinois
$126M +$9.86M +8% 51
PPW
5648
PACK Private Wealth
Minnesota
$126M +$9.26M +8% 37
FCM
5649
Fairbanks Capital Management
California
$126M +$13.3M +12% 54
RFS
5650
Retirement Financial Solutions
Tennessee
$126M +$8.09M +7% 279