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
PWH
6376
Priebe Wealth Holdings
Minnesota
$126M -$2.1M -2% 64
WWM
6377
Whalen Wealth Management
Nevada
$126M -$8.82M -7% 139
FFA
6378
Frazier Financial Advisors
Ohio
$126M +$4.14M +3% 1,065
WWM
6379
Wolff Wiese Magana
California
$126M +$9.78M +8% 808
MCM
6380
MontVue Capital Management
Virginia
$126M +$12.6M +11% 59
AUIM
6381
Aegon USA Investment Management
Iowa
$126M -$22.6M -15% 36
IAP
6382
Indie Asset Partners
Indiana
$126M +$13.2M +12% 103
TC
6383
Taika Capital
Florida
$125M -$67.3M -35% 64
PWA
6384
Providence Wealth Advisors
Illinois
$125M +$8.3M +7% 84
HWM
6385
Horizons Wealth Management
North Carolina
$125M -$27.3M -18% 185
ICMP
6386
Integrated Capital Management (Pennsylvania)
Pennsylvania
$125M +$3.07M +3% 82
PWA
6387
Primoris Wealth Advisors
Florida
$125M +$750K +0.6% 110
BWG
6388
Berry Wealth Group
Texas
$125M +$4.68M +4% 92
SCA
6389
Sippican Capital Advisors
Massachusetts
$125M -$1.31M -1% 122
CPW
6390
Cove Private Wealth
New York
$125M +$8.05M +7% 77
CC
6391
Copperleaf Capital
North Carolina
$125M +$9.54M +8% 95
QM
6392
QVIDTVM Management
Texas
$125M +$819K +0.7% 10
PIS
6393
POM Investment Strategies
North Carolina
$125M +$2.86M +2% 332
CCM
6394
Crew Capital Management
Ohio
$125M +$1.59M +1% 125
WWWM
6395
White Wing Wealth Management
Texas
$125M +$4.48M +4% 32
SHFP
6396
Second Half Financial Partners
Florida
$125M -$99.9M -44% 70
LWM
6397
Lionsbridge Wealth Management
Florida
$125M -$4.45M -3% 66
MC
6398
Muzinich & Co
New York
$125M +$9.56M +8% 69
NFA
6399
Northern Financial Advisors
Michigan
$125M -$3.41M -3% 114
G
6400
Greycroft
New York
$125M -$18.1M -13% 8