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
EHWM
5851
Eads & Heald Wealth Management
Georgia
$207M -$2.75M -1% 144
FWM
5852
Finer Wealth Management
Massachusetts
$207M +$6.01M +3% 91
MMHP
5853
Murphy Middleton Hinkle & Parker
Georgia
$207M +$2.12M +1% 228
SIAM
5854
Sterling Investment Advisors (Missouri)
Missouri
$207M +$4.7M +2% 40
SGWM
5855
Sterling Group Wealth Management
California
$207M +$4.73M +2% 53
AL
5856
ADE LLC
Maryland
$207M +$8.67M +4% 87
WFAG
5857
Worth Financial Advisory Group
North Carolina
$206M +$28.2M +16% 187
SPFA
5858
Summit Place Financial Advisors
New Jersey
$206M -$5.73M -3% 105
PP
5859
Praetorian PR
Puerto Rico
$206M +$41.4M +25% 20
KCM
5860
Kennicott Capital Management
California
$206M -$986K -0.5% 50
KIM
5861
Kane Investment Management
California
$206M +$606K +0.3% 106
DWG
5862
Darden Wealth Group
Michigan
$206M +$14.8M +8% 152
ACM
5863
Alethea Capital Management
Washington
$206M +$50.6M +33% 35
WC
5864
Wynn Capital
Georgia
$206M -$173K -0.1% 112
GF
5865
GGM Financials
Ohio
$206M +$7.51M +4% 243
MA
5866
McBroom & Associates
Nevada
$206M -$4.47M -2% 38
PWP
5867
Pursue Wealth Partners
California
$206M +$23.7M +13% 121
CF
5868
CNA Financial
Illinois
$206M +$36M +21% 18
OWG
5869
Oxford Wealth Group
Florida
$206M 87
EAN
5870
Excelsior Advisor Network
Colorado
$206M 168
TP
5871
Thayer Partners
Pennsylvania
$206M 90
LPCM
5872
Lynwood Price Capital Management
Texas
$206M +$5.91M +3% 17
GITFIT
5873
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$205M +$16.8M +9% 144
PI
5874
Pachira Investments
California
$205M +$27.5M +15% 75
HB
5875
Horizon Bancorp
Indiana
$205M -$4.24M -2% 196