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
CWM
6251
Certus Wealth Management
California
$147M -$2.1M -1% 57
DIS
6252
Diversified Investment Strategies
Louisiana
$147M -$6.08M -4% 54
WB
6253
West Bancorporation
Iowa
$147M -$4.99M -3% 99
MSWA
6254
Marshall & Sterling Wealth Advisors
New York
$147M +$2.44M +2% 669
ADMI
6255
Albert D. Mason Inc
Massachusetts
$147M -$2.55M -2% 152
LFASL
6256
Lugano Financial Advisors SA (LFA)
Switzerland
$147M -$5.87M -4% 209
EFIC
6257
Eliot Finkel Investment Counsel
California
$147M -$9.98M -6% 33
SP
6258
Successful Portfolios
Florida
$147M -$2.43M -2% 163
CGA
6259
Channing Global Advisors
Florida
$147M -$3.14M -2% 54
WWM
6260
Wolff Wiese Magana
California
$147M -$4.12M -3% 1,043
SFG
6261
Seamount Financial Group
Colorado
$147M +$2.11M +1% 102
FWP
6262
Forefront Wealth Partners
Texas
$147M +$12.7M +9% 134
FRA
6263
FFG Retirement Advisors
Colorado
$147M -$6.17M -4% 49
AMAL
6264
Asset Management Advisors LLC
Oklahoma
$147M +$9.5M +7% 16
AIMA
6265
Ables Iannone Moore & Associates
Georgia
$147M -$15.3M -9% 58
DC
6266
Destiny Capital
Colorado
$147M -$18.1M -11% 49
RHDIC
6267
R.H. Dinel Investment Counsel
California
$147M -$3.24M -2% 42
KWM
6268
Kiker Wealth Management
Georgia
$147M +$23.1M +19% 732
PCM
6269
Palouse Capital Management
Washington
$147M -$3.85M -3% 147
MCM
6270
Masterton Capital Management
New York
$147M -$30M -17% 22
FOFP
6271
Fee-Only Financial Planning
South Carolina
$146M -$8.33M -5% 41
GF
6272
GGM Financials
Ohio
$146M +$52.6M +56% 62
BCPWM
6273
Bradley & Co Private Wealth Management
Florida
$146M -$13.7M -9% 191
BC
6274
Beaconlight Capital
New York
$146M -$104M -42% 33
OCM
6275
Orchard Capital Management
Illinois
$146M -$107M -42% 58