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
SWMP
5851
Signature Wealth Management Partners
New Jersey
$90.8M -$6.82M -7% 110
MHWM
5852
Montz Harcus Wealth Management
Louisiana
$90.8M -$4.09M -4% 53
NMG
5853
New Millennium Group
Utah
$90.7M -$7.01M -7% 426
IIM
5854
InTrack Investment Management
Vermont
$90.5M -$7.27M -7% 121
MA
5855
Momentum Advisors
New York
$90.5M +$1.5M +2% 80
AAM
5856
Artha Asset Management
New Jersey
$90.3M -$18.2M -17% 33
WFS
5857
Widmann Financial Services
Maryland
$90.3M -$6.37M -7% 83
CA
5858
Carson Advisory
Georgia
$90.2M +$702K +0.8% 134
WCM
5859
Wavelength Capital Management
Connecticut
$90.2M -$11.1M -11% 14
IIL
5860
Insight Inv LLC
California
$90.2M -$8.9M -9% 165
TC
5861
Tsai Capital
New York
$90.2M +$5.86M +7% 22
CCG
5862
Capital CS Group
California
$90.1M -$4.79M -5% 65
VAM
5863
Vazirani Asset Management
New York
$90M +$12.8M +17% 50
GWM
5864
Greenhouse Wealth Management
Connecticut
$90M -$3.13M -3% 53
VCM
5865
VeriStar Capital Management
New York
$90M -$19.1M -18% 12
DJYG
5866
David J. Yvars Group
Florida
$90M +$16.5M +22% 67
MSCM
5867
Marlin Sams Capital Management
New York
$89.9M +$23.1M +35% 3
EFG
5868
Erickson Financial Group
Pennsylvania
$89.9M -$3.4M -4% 24
LCMP
5869
Linse Capital Management PR
Puerto Rico
$89.9M -$14.7M -14% 1
WCM
5870
Whitefort Capital Management
New York
$89.9M +$9.79M +12% 28
BWA
5871
Beam Wealth Advisors
Louisiana
$89.8M -$239K -0.3% 106
RB
5872
Richmond Brothers
Michigan
$89.8M -$7.93M -8% 24
CWA
5873
Consilium Wealth Advisory
Texas
$89.7M -$3.18M -3% 76
CM
5874
CM Management
Florida
$89.6M -$4.37M -5% 74
MW
5875
Milestone Wealth
New York
$89.5M -$5.42M -6% 233