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
MG
5651
Meditor Group
Bermuda
$126M -$22.4M -15% 4
WFA
5652
Wells Financial Advisors
Massachusetts
$126M +$4.69M +4% 66
BWS
5653
BCR Wealth Strategies
Alabama
$125M +$9.47M +8% 18
XI
5654
XXEC Inc
Oklahoma
$125M +$518K +0.4% 29
PCM
5655
Piedmont Capital Management
Montana
$125M +$5.57M +5% 48
CHA
5656
Cooper/Haims Advisors
New York
$125M -$16M -11% 75
PAWA
5657
Palo Alto Wealth Advisors
California
$125M +$7.5M +6% 44
AWMT
5658
AAFMAA Wealth Management & Trust
North Carolina
$125M +$13.9M +12% 55
CCP
5659
Cassia Capital Partners
North Carolina
$125M +$2.89M +2% 75
D
5660
Dentgroup
Louisiana
$125M +$8.65M +7% 111
APC
5661
Asset Planning Corporation
Tennessee
$124M +$4.35M +4% 39
PSC
5662
Patient Square Capital
California
$124M -$112M -47% 2
HWA
5663
Hilltop Wealth Advisors
North Carolina
$124M +$6.4M +5% 40
LFA
5664
LifeGuide Financial Advisors
Pennsylvania
$124M +$8.94M +8% 36
SCM
5665
Spring Capital Management
Texas
$124M +$8.47M +7% 30
MHB
5666
Midwest Heritage Bank
Iowa
$124M +$20.9M +20% 62
MWP
5667
Meredith Wealth Planning
Illinois
$124M +$8.12M +7% 68
JHA
5668
Jackson Hill Advisors
Texas
$124M +$8.51M +7% 11
SFMG
5669
Sage Financial Management Group
Virginia
$124M -$19M -13% 42
MWA
5670
Mills Wealth Advisors
Texas
$124M +$13.5M +12% 55
TI
5671
TTP Investments
California
$124M +$30.1M +32% 43
BHCM
5672
Boulder Hill Capital Management
New York
$124M +$3.69M +3% 236
PFWA
5673
Paces Ferry Wealth Advisors
Georgia
$124M +$21.2M +21% 117
CWA
5674
Capital Wealth Alliance
Arizona
$124M +$4.61M +4% 124
EPIM
5675
Equinox Partners Investment Management
Connecticut
$124M -$29.2M -19% 13