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
SWP
5626
Significant Wealth Partners
Illinois
$204M +$8.43M +4% 103
HLAM
5627
Hidden Lake Asset Management
New York
$203M +$102M +101% 43
TFG
5628
Team Financial Group
California
$203M +$30.1M +17% 252
AWA
5629
Aletheian Wealth Advisors
Washington
$203M +$25.4M +14% 104
EF
5630
Elite Financial
Idaho
$203M +$14.1M +7% 113
TIG
5631
Tribune Investment Group
New York
$203M +$28.7M +16% 46
CHA
5632
Cooper/Haims Advisors
New York
$203M +$18.5M +10% 89
ATC
5633
Advantage Trust Company
Kansas
$203M +$38M +23% 208
PI
5634
Point72 Italy
Italy
$203M +$101M +100% 39
JAM
5635
JW Asset Management
Florida
$203M +$26.3M +15% 21
WAG
5636
Wheelhouse Advisory Group
Missouri
$203M +$27.8M +16% 41
AP
5637
Aspect Partners
Virginia
$203M +$28.2M +16% 675
BGA
5638
Battery Global Advisors
Massachusetts
$203M +$23.6M +13% 143
ANHIM
5639
Alan N. Hoffman Investment Management
Massachusetts
$203M +$8.96M +5% 15
WAM
5640
Worth Asset Management
Texas
$203M +$19.7M +11% 179
CWA
5641
Carolina Wealth Advisors
South Carolina
$203M +$17.3M +9% 312
KCM
5642
KM Capital Management
Texas
$203M +$17.1M +9% 60
JCFM
5643
JBR Co Financial Management
Oklahoma
$203M +$31.6M +19% 122
PWM
5644
Pacific Wealth Management
California
$203M +$20.6M +11% 23
EHWM
5645
Eads & Heald Wealth Management
Georgia
$202M +$5.53M +3% 143
PFSC
5646
Peoples Financial Services Corp
Pennsylvania
$202M -$5.83M -3% 261
AWA
5647
AmeriServ Wealth Advisors
Pennsylvania
$202M +$29.4M +17% 64
TWA
5648
Tandem Wealth Advisors
Arizona
$202M +$11M +6% 55
NPI
5649
New Perspectives Inc
Mississippi
$202M +$14.8M +8% 40
PP
5650
Patron Partners
Texas
$202M +$17.1M +9% 185