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
GWAM
5851
Guardian Wealth Advisors (Minnesota)
Minnesota
$154M -$195K -0.1% 82
BWS
5852
BCR Wealth Strategies
Alabama
$154M +$5.96M +4% 31
DC
5853
Darrow Company
Massachusetts
$154M +$916K +0.6% 46
LM
5854
Luminus Management
Texas
$154M -$18.2M -11% 29
HCM
5855
Helios Capital Management
Singapore
$154M +$11.2M +8% 50
SEM
5856
Strategic Equity Management
Arizona
$153M +$33.8M +28% 47
WFG
5857
Wormser Freres Gestion
France
$153M +$7.29M +5% 46
SA
5858
Stonebridge Advisors
Connecticut
$153M -$11M -7% 4
KFP
5859
Keener Financial Planning
Texas
$153M +$7.87M +5% 190
SC
5860
Solstein Capital
California
$153M +$9.01M +6% 323
NMG
5861
New Millennium Group
Utah
$153M +$20.7M +16% 419
LIM
5862
Lancaster Investment Management
United Kingdom
$153M +$27.8M +22% 6
CWMGP
5863
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$153M +$13.6M +10% 73
TL
5864
TowerView LLC
New York
$153M +$1.91M +1% 30
KFA
5865
Kapstone Financial Advisors
Ohio
$153M +$5.64M +4% 113
WAL
5866
W Advisors LLC
Tennessee
$152M +$6.64M +5% 115
BIM
5867
Bullseye Investment Management
Ohio
$152M -$19.7M -11% 79
WFAG
5868
Worth Financial Advisory Group
North Carolina
$152M +$8.03M +6% 161
FCM
5869
Fairbanks Capital Management
California
$152M +$7.26M +5% 54
CF
5870
Concorde Financial
Texas
$152M +$42.3M +38% 41
RMSCM
5871
R.M. Sincerbeaux Capital Management
New York
$152M -$5.23M -3% 40
BWM
5872
BlackDiamond Wealth Management
New York
$152M +$11.8M +8% 162
SIM
5873
SummerHaven Investment Management
Connecticut
$152M -$7.64M -5% 195
WFA
5874
Wells Financial Advisors
Massachusetts
$152M +$5.11M +3% 84
PTEAP
5875
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$152M +$35.9M +31% 13