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
SWMG
6026
Sard Wealth Management Group
Georgia
$142M +$31.8M +29% 49
JCFM
6027
JBR Co Financial Management
Oklahoma
$142M +$17.1M +14% 106
EA
6028
Echo45 Advisors
California
$142M +$3.37M +2% 53
MSAGDF
6029
Moneda SA Administradora General de Fondos
Chile
$142M -$35.8M -20% 26
APS
6030
American Planning Services
Florida
$142M +$3.65M +3% 54
FA
6031
FF Advisors
California
$142M -$2.54M -2% 92
WAG
6032
Wheelhouse Advisory Group
Missouri
$142M +$11.8M +9% 42
AC
6033
Avory & Company
Florida
$142M -$4.85M -3% 29
M1FG
6034
Mach-1 Financial Group
Arkansas
$142M +$10.8M +8% 84
RCM
6035
Rain Capital Management
Oregon
$142M -$7.19M -5% 97
UI
6036
Unconventional Investor
New Hampshire
$142M +$3.12M +2% 33
FA
6037
Fortis Advisors
Pennsylvania
$142M -$7.44M -5% 102
DCM
6038
DG Capital Management
New York
$142M -$12.6M -8% 22
EFA
6039
Efficient Frontier Advisors
Connecticut
$142M +$15.6M +12% 16
CFM
6040
Capricorn Fund Managers
United Kingdom
$142M -$24.3M -15% 64
MWM
6041
Meritas Wealth Management
California
$142M -$1.86M -1% 49
GC
6042
Gould Capital
Washington
$142M -$141K -0.1% 220
LIWM
6043
Long Island Wealth Management
New York
$142M +$145K +0.1% 74
BFA
6044
Bright Financial Advisors
Michigan
$142M +$7.79M +6% 61
PCMC
6045
Planning Capital Management Corporation
Pennsylvania
$142M +$4.72M +3% 766
TC
6046
Tacita Capital
Ontario, Canada
$142M -$2.58M -2% 222
SCM
6047
Semanteon Capital Management
Massachusetts
$141M -$15M -10% 337
GCM
6048
Garland Capital Management
Washington
$141M -$9.47M -6% 34
JCA
6049
Jade Capital Advisors
New Jersey
$141M +$8.8M +7% 108
TMWM
6050
Taylor & Morgan Wealth Management
Michigan
$141M +$5.2M +4% 68