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
CWM
5651
Chicago Wealth Management
Illinois
$126M +$9.86M +8% 51
PPW
5652
PACK Private Wealth
Minnesota
$126M +$9.26M +8% 37
FCM
5653
Fairbanks Capital Management
California
$126M +$13.3M +12% 54
RFS
5654
Retirement Financial Solutions
Tennessee
$126M +$8.09M +7% 279
GBI
5655
GP Brinson Investments
Illinois
$126M -$2.15M -2% 16
RH
5656
RFG Holdings
Texas
$126M +$29.8M +31% 18
SPWM
5657
Straight Path Wealth Management
Michigan
$126M +$21.4M +20% 86
TCM
5658
Tao Capital Management
California
$126M -$7.25M -5% 16
VIP
5659
Viewpoint Investment Partners
Alberta, Canada
$126M +$23.3M +23% 7
SIM
5660
Sterling Investment Management
Arizona
$126M +$1.11M +0.9% 62
FNBOSM
5661
First National Bank of South Miami
Florida
$126M -$8.12M -6% 277
MG
5662
Meditor Group
Bermuda
$126M -$22.4M -15% 4
WFA
5663
Wells Financial Advisors
Massachusetts
$126M +$4.69M +4% 66
BWS
5664
BCR Wealth Strategies
Alabama
$125M +$9.47M +8% 18
XI
5665
XXEC Inc
Oklahoma
$125M +$518K +0.4% 29
PCMM
5666
Piedmont Capital Management (Montana)
Montana
$125M +$5.57M +5% 48
CHA
5667
Cooper/Haims Advisors
New York
$125M -$16M -11% 75
PAWA
5668
Palo Alto Wealth Advisors
California
$125M +$7.5M +6% 44
AWMT
5669
AAFMAA Wealth Management & Trust
North Carolina
$125M +$13.9M +12% 55
CCP
5670
Cassia Capital Partners
North Carolina
$125M +$2.89M +2% 75
D
5671
Dentgroup
Louisiana
$125M +$8.65M +7% 111
APC
5672
Asset Planning Corporation
Tennessee
$124M +$4.35M +4% 39
PSC
5673
Patient Square Capital
California
$124M -$112M -47% 2
HWA
5674
Hilltop Wealth Advisors
North Carolina
$124M +$6.4M +5% 40
LFA
5675
LifeGuide Financial Advisors
Pennsylvania
$124M +$8.94M +8% 36