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
SWMP
6326
Signature Wealth Management Partners
New Jersey
$138M +$6.57M +5% 107
FWM
6327
FMA Wealth Management
Massachusetts
$138M +$14.2M +11% 50
PWA
6328
Primoris Wealth Advisors
Florida
$138M +$12.5M +10% 108
VAG
6329
Vannoy Advisory Group
Texas
$138M +$8.45M +7% 27
SI
6330
SCP Investment
California
$137M -$19.6M -12% 60
CSTB
6331
Charles Schwab Trust Bank
Nevada
$137M -$1.42M -1% 1
ACM
6332
Ategra Capital Management
Virginia
$137M +$20.8M +18% 24
SWM
6333
StoneCrest Wealth Management
Arizona
$137M +$6.41M +5% 63
PWH
6334
Priebe Wealth Holdings
Minnesota
$137M +$11.1M +9% 67
SC
6335
Settian Capital
New York
$137M +$947K +0.7% 32
KCM
6336
KRS Capital Management
Michigan
$137M +$3.56M +3% 119
EWS
6337
Eagle Wealth Strategies
New Jersey
$137M +$13.4M +11% 112
LAM
6338
Lewis Asset Management
California
$137M +$6.21M +5% 136
PA
6339
Prossimo Advisors
California
$137M +$26.4M +24% 143
MCM
6340
MidAtlantic Capital Management
Virginia
$137M +$17.7M +15% 246
CIM
6341
Chapman Investment Management
California
$137M +$5.39M +4% 32
PIM
6342
Pullen Investment Management
Florida
$137M +$16.1M +13% 107
WAG
6343
Wallace Advisory Group
California
$137M -$2.23M -2% 178
DMC
6344
DSC Meridian Capital
New York
$137M -$3.07M -2% 23
UIA
6345
Ulland Investment Advisors
Minnesota
$137M -$7.23M -5% 232
PFP
6346
Paragon Financial Partners
California
$137M +$8.19M +6% 85
SCM
6347
Shorepath Capital Management
Utah
$137M +$6.6M +5% 23
LFA
6348
Longview Financial Advisors
Alabama
$136M +$4.99M +4% 48
CIG
6349
Cascade Investment Group
Colorado
$136M +$8.3M +6% 135
1M
6350
13D Management
New York
$136M -$666K -0.5% 24