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
6326
Guardian Wealth Advisors (Minnesota)
Minnesota
$177M +$882K +0.5% 75
PWM
6327
PTM Wealth Management
United States
$177M +$9.66M +6% 56
BWA
6328
Babb Wealth Advisors
Arizona
$177M +$23.3M +15% 21
MAMG
6329
Milestone Asset Management Group
Connecticut
$177M +$18.2M +11% 132
WCM
6330
Warburton Capital Management
Oklahoma
$177M +$10.9M +7% 68
WFL
6331
Wealth Forward LLC
North Dakota
$177M +$4.77M +3% 45
LTL
6332
Lowery Thomas LLC
California
$177M +$3.81M +2% 55
OCM
6333
Orser Capital Management
Texas
$177M -$13.2M -7% 77
DWA
6334
Dougherty Wealth Advisers
Minnesota
$177M +$21.7M +14% 125
KRAVCF
6335
Karnit Road Accident Victims Compensation Fund
$177M 16
AWMM
6336
Aegis Wealth Management (Maryland)
Maryland
$177M -$9.8M -5% 127
PFA
6337
Presper Financial Architects
Ohio
$177M +$4.5M +3% 56
BCM
6338
Brigade Capital Management
New York
$177M -$4.65M -3% 25
PWSG
6339
Pacific Wealth Strategies Group
California
$177M +$13.6M +8% 67
FD
6340
Financial Designs
California
$177M +$3.86M +2% 24
GGA
6341
Granite Group Advisors
Connecticut
$177M +$11.4M +7% 92
CFG
6342
CNO Financial Group
Indiana
$176M +$25.9M +17% 10
CPL
6343
CAP Partners LLC
Tennessee
$176M +$254K +0.1% 154
DF
6344
Define Financial
California
$176M +$9.76M +6% 45
HIA
6345
Harvest Investment Advisors
Florida
$176M 57
AIM
6346
Aurora Investment Managers
Florida
$176M -$7.38M -4% 52
KIM
6347
Kestrel Investment Management
California
$176M -$994K -0.6% 46
GPI
6348
General Partner Inc
Pennsylvania
$176M -$5.27M -3% 173
MWM
6349
Momentous Wealth Management
Washington
$176M +$18.7M +12% 48
SIM
6350
Sterling Investment Management
Arizona
$176M +$9.85M +6% 74