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
GWM
5726
GoalFusion Wealth Management
Texas
$161M +$3.91M +2% 32
PPW
5727
PACK Private Wealth
Minnesota
$161M +$1.76M +1% 44
BI
5728
Berkeley Inc
Idaho
$161M -$4.27M -3% 72
RFA
5729
Resurgent Financial Advisors
Georgia
$161M -$26.7M -14% 203
WAM
5730
Werlinich Asset Management
Connecticut
$161M +$7.51M +5% 60
SWA
5731
Sightline Wealth Advisors
Connecticut
$161M +$8.82M +6% 84
GAM
5732
GEM Asset Management
Michigan
$161M +$11.9M +8% 91
TWM
5733
TLW Wealth Management
Florida
$161M +$3.53M +2% 21
HWMT
5734
Heritage Wealth Management (Texas)
Texas
$160M +$6.54M +4% 40
EECFV
5735
EnCap Energy Capital Fund VIII
Texas
$160M -$13.1M -8% 3
RAM
5736
Robocap Asset Management
United Kingdom
$160M +$14.4M +10% 25
FF
5737
Friedenthal Financial
New Jersey
$160M -$2.14M -1% 300
KFS
5738
Kaizen Financial Strategies
California
$160M +$13.3M +9% 156
LCM
5739
LCM Capital Management
Illinois
$160M +$5.6M +4% 97
CSIA
5740
Carl Stuart Investment Advisor
Texas
$160M +$5.65M +4% 16
DJYG
5741
David J. Yvars Group
Florida
$160M +$11.5M +8% 83
PE
5742
Platinum Equity
California
$160M +$12.8M +9% 6
PIM
5743
Profit Investment Management
Maryland
$160M -$17.2M -10% 83
IF
5744
Integrity Financial
Wyoming
$160M +$14M +10% 219
II
5745
Ironclad Investments
Florida
$160M +$4.41M +3% 3
AWA
5746
Adapt Wealth Advisors
Georgia
$160M +$19.1M +14% 65
MA
5747
McBroom & Associates
Nevada
$160M +$7.73M +5% 33
CTC
5748
Cetera Trust Company
Minnesota
$159M -$6.9M -4% 427
PCS
5749
Private Client Services
Kentucky
$159M +$10.3M +7% 152
MPW
5750
MGO Private Wealth
California
$159M -$168K -0.1% 85