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
AWMNH
5676
Arcadia Wealth Management (New Hampshire)
New Hampshire
$163M +$18.6M +13% 57
FF
5677
Friedenthal Financial
New Jersey
$163M +$9.22M +6% 302
WAM
5678
Worth Asset Management
Texas
$163M +$22.6M +16% 151
RFP
5679
RCS Financial Planning
Maryland
$162M +$9.65M +6% 76
MAM
5680
McCarthy Asset Management
California
$162M +$6.21M +4% 40
EL
5681
EQ LLC
Washington
$162M +$27.2M +20% 55
CCM
5682
Cox Capital Management
Massachusetts
$162M +$9.03M +6% 87
PSIWM
5683
Paradigm Strategies in Wealth Management
Minnesota
$162M +$10.1M +7% 50
BFG
5684
Baron Financial Group
New Jersey
$162M +$5.24M +3% 52
MWM
5685
MBE Wealth Management
Wisconsin
$162M -$33.4M -17% 100
CCM
5686
Crestwood Capital Management
New York
$162M -$6.96M -4% 18
PFG
5687
Prosperity Financial Group
California
$162M +$17.8M +12% 156
BSWA
5688
Bromfield Sneider Wealth Advisors
Massachusetts
$162M +$14.1M +10% 104
ADMI
5689
Albert D. Mason Inc
Massachusetts
$162M +$10.7M +7% 162
MC
5690
Metavasi Capital
New York
$162M +$27M +20% 38
OFA
5691
Onyx Financial Advisors
Idaho
$162M +$24.8M +18% 15
MWA
5692
MN Wealth Advisors
Kansas
$162M +$16.5M +11% 94
HG
5693
Herbst Group
Connecticut
$162M +$5.66M +4% 68
HWM
5694
HighMark Wealth Management
Minnesota
$161M +$25.8M +19% 624
FC
5695
Family CFO
California
$161M +$6.37M +4% 66
PM
5696
Penbrook Management
New York
$161M +$12.5M +8% 106
KIG
5697
Kessler Investment Group
Indiana
$161M -$2.07M -1% 213
IFS
5698
Intelligent Financial Strategies
Minnesota
$161M +$18.3M +13% 86
MCA
5699
Maryland Capital Advisors
Maryland
$161M +$9.77M +6% 237
EBWM
5700
Eagle Bluffs Wealth Management
Missouri
$161M +$14.3M +10% 70