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
SGWM
5951
Sterling Group Wealth Management
California
$181M -$5.78M -3% 64
PCM
5952
Prospera Capital Management
Arizona
$181M +$25.6M +16% 43
HSWS
5953
Higgins & Schmidt Wealth Strategies
Colorado
$181M +$11.3M +7% 53
NMG
5954
New Millennium Group
Utah
$181M +$28.2M +19% 501
KAH
5955
Kathryn A. Hall
$180M +$13.4M +8% 19
IWP
5956
Insight Wealth Partners
Texas
$180M +$14M +8% 113
BW
5957
BostonPremier Wealth
Massachusetts
$180M +$19.2M +12% 66
BFA
5958
Bright Financial Advisors
Michigan
$180M +$17.4M +11% 58
PMIM
5959
Prudent Man Investment Management
Colorado
$180M -$353K -0.2% 169
OW
5960
Olistico Wealth
Oklahoma
$180M +$18.4M +11% 398
PCA
5961
Purkiss Capital Advisors
Connecticut
$180M +$47.4M +36% 157
SFCL
5962
Strengthening Families & Communities LLC
Massachusetts
$180M +$16.3M +10% 446
WSL
5963
Western Standard LLC
California
$180M +$9.65M +6% 31
CFG
5964
Cosner Financial Group
Colorado
$180M +$16.1M +10% 38
HM
5965
Heronetta Management
New York
$180M -$3.49M -2% 25
TWM
5966
TLW Wealth Management
Florida
$179M +$12.9M +8% 18
RWIA
5967
Roger Wittlin Investment Advisory
California
$179M +$8.5M +5% 47
AFS
5968
Axiom Financial Strategies
Indiana
$179M +$10.6M +6% 57
ACM
5969
Alcosta Capital Management
California
$179M +$29.4M +20% 28
BFP
5970
Beacon Financial Planning
Massachusetts
$179M +$5.13M +3% 50
GCM
5971
Granby Capital Management
Florida
$179M -$6.42M -3% 21
AWM
5972
Avondale Wealth Management
Texas
$179M +$20.2M +13% 122
MWM
5973
MOKAN Wealth Management
Kansas
$179M +$13M +8% 85
AIM
5974
Athena Investment Management
California
$179M +$13.8M +8% 155
HI
5975
Harper Investing
California
$179M +$28M +19% 62