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
MGWA
5826
Monument Group Wealth Advisors
Massachusetts
$166M +$17.7M +12% 50
CAM
5827
Cobblestone Asset Management
Virginia
$166M +$11.9M +8% 47
FAM
5828
Family Asset Management
South Carolina
$166M +$10.8M +7% 219
EWM
5829
Evergreen Wealth Management
Michigan
$166M +$15.3M +10% 60
TFP
5830
TrueWealth Financial Partners
Washington
$166M +$11.2M +7% 18
WLC
5831
Walnut Level Capital
Colorado
$166M +$18.7M +13% 41
ACM
5832
Aryeh Capital Management
Ontario, Canada
$166M +$10.3M +7% 11
CMS
5833
Capital Market Strategies
Florida
$166M +$7.56M +5% 157
PCM
5834
Piedmont Capital Management
Montana
$166M +$18.5M +13% 58
SA
5835
Sunesis Advisors
Kansas
$166M -$2.44M -1% 47
ICM
5836
Ionic Capital Management
New York
$166M -$24.9M -13% 180
BWM
5837
BlackDiamond Wealth Management
New York
$165M +$13.4M +9% 175
PRI
5838
Prepared Retirement Institute
Pennsylvania
$165M +$14.4M +10% 87
ALAM
5839
Asahi Life Asset Management
Japan
$165M +$19.7M +14% 212
GP
5840
Gridiron Partners
Pennsylvania
$165M +$8.12M +5% 64
KFA
5841
Kapstone Financial Advisors
Ohio
$165M +$12.4M +8% 115
LWM
5842
Latko Wealth Management
Illinois
$165M 30
CWP
5843
Core Wealth Partners
California
$165M +$18.6M +13% 171
AC
5844
Avory & Company
Florida
$165M +$22.9M +16% 31
CS
5845
Capital Square
Tennessee
$165M +$10.9M +7% 178
HFS
5846
HBC Financial Services
Washington
$165M +$7.46M +5% 204
IAM
5847
Impala Asset Management
Florida
$165M +$53.9M +49% 20
TFG
5848
Tull Financial Group
Virginia
$164M 26
LFA
5849
Lauterbach Financial Advisors
Texas
$164M +$12.6M +8% 71
FCMT
5850
Founders Capital Management (Texas)
Texas
$164M +$9.9M +6% 388