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
GA
5801
Guerra Advisors
Florida
$180M 60
BWA
5802
BlueChip Wealth Advisors
Georgia
$180M -$10.7M -6% 163
QFPS
5803
Quantum Financial Planning Services
Washington
$180M 34
HHWM
5804
Hiley Hunt Wealth Management
Nebraska
$180M +$5.69M +3% 40
AFO
5805
Allie Family Office
Florida
$180M -$5.5M -3% 100
GWS
5806
Greykasell Wealth Strategies
California
$180M 119
BOC
5807
Bull Oak Capital
California
$180M +$5.73M +3% 126
EFSCE
5808
Enterprise Financial Services Corp (EFSC)
Missouri
$180M +$8.15M +5% 161
CWA
5809
Crux Wealth Advisors
California
$180M 150
CWM
5810
CCG Wealth Management
California
$180M +$916K +0.5% 76
GWM
5811
Grand Wealth Management
Michigan
$179M +$2.19M +1% 69
GAM
5812
GEM Asset Management
Michigan
$179M +$4.41M +3% 97
AFS
5813
Axiom Financial Strategies
Indiana
$179M -$10.1M -5% 46
SNBOSD
5814
Security National Bank of So Dak
Iowa
$179M -$766K -0.4% 113
HP
5815
Haven Private
Florida
$179M 136
KIM
5816
Kane Investment Management
California
$179M 90
FCB
5817
First County Bank
Connecticut
$179M -$23.6M -12% 164
FF
5818
Fortitude Financial
Washington
$179M 31
SC
5819
Solstein Capital
California
$179M -$9.87M -5% 318
MHWM
5820
Montz Harcus Wealth Management
Louisiana
$179M +$7.7M +4% 81
OCM
5821
Orleans Capital Management
Louisiana
$179M +$2.75M +2% 99
IWA
5822
IVC Wealth Advisors
Pennsylvania
$179M -$3.97M -2% 170
TIG
5823
Tribune Investment Group
New York
$179M 27
CCC
5824
Cincinnati Casualty Company
Ohio
$179M +$1.11M +0.6% 24
NIA
5825
NBZ Investment Advisors
Tennessee
$179M 65