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
CS
5851
Capital Square
Tennessee
$154M +$12.1M +9% 169
IWS
5852
Integrity Wealth Solutions
Colorado
$154M +$623K +0.4% 100
S
5853
Sunpointe
Missouri
$154M +$63.8M +71% 171
GWAM
5854
Guardian Wealth Advisors (Minnesota)
Minnesota
$154M -$195K -0.1% 82
BWS
5855
BCR Wealth Strategies
Alabama
$154M +$5.96M +4% 31
DC
5856
Darrow Company
Massachusetts
$154M +$916K +0.6% 46
LM
5857
Luminus Management
Texas
$154M -$18.2M -11% 29
HCM
5858
Helios Capital Management
Singapore
$154M +$11.2M +8% 50
SEM
5859
Strategic Equity Management
Arizona
$153M +$33.8M +28% 47
WFG
5860
Wormser Freres Gestion
France
$153M +$7.29M +5% 46
SA
5861
Stonebridge Advisors
Connecticut
$153M -$11M -7% 4
HCP
5862
Hardin Capital Partners
South Carolina
$153M 114
KFP
5863
Keener Financial Planning
Texas
$153M +$7.87M +5% 190
SC
5864
Solstein Capital
California
$153M +$9.01M +6% 323
NMG
5865
New Millennium Group
Utah
$153M +$20.7M +16% 419
LIM
5866
Lancaster Investment Management
United Kingdom
$153M +$27.8M +22% 6
CWMGP
5867
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$153M +$13.6M +10% 73
WBWA
5868
William B. Walkup & Associates
South Carolina
$153M 158
TL
5869
TowerView LLC
New York
$153M +$1.91M +1% 30
KFA
5870
Kapstone Financial Advisors
Ohio
$153M +$5.64M +4% 113
WAL
5871
W Advisors LLC
Tennessee
$152M +$6.64M +5% 115
BIM
5872
Bullseye Investment Management
Ohio
$152M -$19.7M -11% 79
WFAG
5873
Worth Financial Advisory Group
North Carolina
$152M +$8.03M +6% 161
FCM
5874
Fairbanks Capital Management
California
$152M +$7.26M +5% 54
CF
5875
Concorde Financial
Texas
$152M +$42.3M +38% 41