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
WI
5776
Westbourne Investments
Virginia
$215M +$5.71M +3% 158
MWM
5777
Massachusetts Wealth Management
Massachusetts
$215M +$13.4M +7% 97
FWA
5778
FOCUS Wealth Advisors
Texas
$215M +$6.83M +3% 59
EI
5779
eCIO Inc
Wisconsin
$215M -$53.2M -20% 209
EWS
5780
Eagle Wealth Strategies
New Jersey
$215M +$13.7M +7% 116
SSA
5781
SSA Swiss Advisors
$215M -$610K -0.3% 117
EP
5782
EPIQ Partners
Minnesota
$214M +$2.88M +1% 79
PFSC
5783
Peoples Financial Services Corp
Pennsylvania
$214M -$7.03M -3% 263
PK
5784
Pflug Koory
Nebraska
$214M +$3.41M +2% 425
5SA
5785
5th Street Advisors
Connecticut
$214M +$12.2M +6% 49
AFO
5786
Allie Family Office
Florida
$214M +$3.21M +2% 107
RS
5787
R Squared
Hong Kong
$214M -$18.4M -8% 759
HWA
5788
Heritage Wealth Architects
Minnesota
$214M +$51.6M +32% 75
II
5789
Ironclad Investments
Florida
$214M +$3.28M +2% 3
PAM
5790
PSquared Asset Management
Switzerland
$214M +$87.9M +70% 19
SWM
5791
Steinberganna Wealth Management
New York
$213M +$876K +0.4% 140
AFA
5792
Alta Fundamental Advisers
New York
$213M +$7.73M +4% 26
WCP
5793
Wealthcare Capital Partners
Pennsylvania
$213M -$4.16M -2% 159
PCA
5794
Purkiss Capital Advisors
Connecticut
$213M +$4.32M +2% 176
AF
5795
AGP Franklin
Tennessee
$213M +$8.06M +4% 94
MWM
5796
MTC Wealth Management
Florida
$213M -$1.64M -0.8% 13
ONSWM
5797
Old North State Wealth Management
North Carolina
$213M -$970K -0.5% 127
FGI
5798
Foresight Global Investors
New York
$212M +$44M +26% 34
WMA
5799
William Mack & Associates
Michigan
$212M +$26.5M +14% 97
GAAM
5800
Guinness Atkinson Asset Management
California
$212M +$1.82M +0.9% 123