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
MI
6126
Motiv8 Investments
Florida
$148M +$14M +10% 88
CFM
6127
Capricorn Fund Managers
United Kingdom
$148M +$6.65M +5% 60
GWM
6128
Greenhouse Wealth Management
Connecticut
$148M +$11.5M +8% 60
SFB
6129
STAR Financial Bank
Indiana
$148M +$18.6M +14% 126
NIP
6130
Norwood Investment Partners
California
$148M -$7.06M -5% 14
PSC
6131
Piper Sandler & Co
Minnesota
$148M +$20.2M +16% 44
GCL
6132
Gouws Capital LLC
North Carolina
$148M +$8.37M +6% 45
PCU
6133
Palliser Capital (UK)
United Kingdom
$148M +$48.4M +49% 11
WHCI
6134
W.H. Cornerstone Investments
Massachusetts
$148M +$6.94M +5% 136
AFS
6135
AFG Fiduciary Services
Massachusetts
$148M +$4.69M +3% 83
EAM
6136
Exome Asset Management
New York
$148M +$35.6M +32% 82
WFS
6137
Walker Financial Services
Kentucky
$148M +$20M +16% 30
GWM
6138
Global Wealth Management
New Jersey
$148M 26
SR
6139
Syntax Research
Florida
$148M +$21.4M +17% 200
SP
6140
Successful Portfolios
Florida
$148M +$4.67M +3% 169
SC
6141
Stephenson & Company
California
$148M +$12.9M +10% 39
BFM
6142
Broadview Financial Management
Wisconsin
$148M +$10.4M +8% 42
SMF
6143
Sterling Manor Financial
New York
$148M +$16.3M +12% 31
NWMG
6144
National Wealth Management Group
Ohio
$148M +$16.4M +12% 172
WWC
6145
Waypoint Wealth Counsel
Georgia
$148M +$16.9M +13% 104
RA
6146
RiverTree Advisors
Florida
$147M +$1.14M +0.8% 36
LTL
6147
Lowery Thomas LLC
California
$147M +$10.3M +8% 53
SSCM
6148
Spectrum Strategic Capital Management
Oregon
$147M +$10.6M +8% 29
ATC
6149
Advantage Trust Company
Kansas
$147M +$8M +6% 177
EWS
6150
Evergreen Wealth Solutions
Pennsylvania
$147M +$6.32M +4% 119