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
SWM
5676
SFG Wealth Management
Maryland
$150M +$24.4M +19% 102
AFA
5677
AA Financial Advisors
Ohio
$150M 63
BSAM
5678
Blue Square Asset Management
New York
$150M +$14.4M +11% 84
PSA
5679
Plum Street Advisors
Louisiana
$150M 59
II
5680
Ironclad Investments
Florida
$150M 3
PAEMF
5681
Panview Asian Equity Master Fund
Hong Kong
$150M +$83.5M +126% 10
TCG
5682
Transcendent Capital Group
Oklahoma
$150M 338
TCPG
5683
Trivant Custom Portfolio Group
California
$150M +$14M +10% 228
UWS
5684
Unique Wealth Strategies
Illinois
$150M 133
CA
5685
Cresta Advisors
Texas
$150M +$20.8M +16% 53
NPFS
5686
Novak & Powell Financial Services
Florida
$150M 150
SVWG
5687
Shared Vision Wealth Group
United States
$150M 77
ECM
5688
EMC Capital Management
Texas
$150M +$13.5M +10% 291
FWS
5689
FinDec Wealth Services
California
$150M +$11.2M +8% 49
PFA
5690
Peak Financial Advisors
Colorado
$150M +$57.1M +62% 77
NCM
5691
Northland Capital Management
Minnesota
$150M +$1.84M +1% 34
WFC
5692
Western Financial Corp
California
$150M +$13.1M +10% 116
RFA
5693
Register Financial Advisors
Georgia
$150M +$13M +9% 651
GFL
5694
Granite FO LLC
New Hampshire
$149M +$7.22M +5% 163
ACP
5695
Altitude Crest Partners
Connecticut
$149M 12
FAM
5696
Family Asset Management
South Carolina
$149M +$13.8M +10% 204
AAMC
5697
Asset Allocation & Management Company
Illinois
$149M -$17.7M -11% 55
SAM
5698
S.A. Mason
Michigan
$149M +$10.4M +8% 328
FC
5699
Financial Council
Maryland
$149M +$23.4M +19% 78
DB
5700
Dravo Bay
Delaware
$149M +$11.6M +8% 48