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
MGWA
6526
Monument Group Wealth Advisors
Massachusetts
$141M -$25.1M -15% 53
BICM
6527
Breach Inlet Capital Management
South Carolina
$141M +$30.2M +27% 11
FYW
6528
Future You Wealth
New York
$141M 47
WBCM
6529
Wilson & Boucher Capital Management
California
$141M -$3.99M -3% 118
PC
6530
Periscope Capital
Ontario, Canada
$141M -$17.1M -11% 303
CIA
6531
Cladis Investment Advisory
Montana
$141M -$3.29M -2% 142
AWP
6532
Avid Wealth Partners
Texas
$141M -$555K -0.4% 49
EFG
6533
Ehrlich Financial Group
California
$141M +$463K +0.3% 123
MPW
6534
MGO Private Wealth
California
$141M +$67K +0% 67
MSA
6535
McAlister Sweet & Associates
Texas
$141M +$19.5M +16% 32
EFG
6536
Erickson Financial Group
Pennsylvania
$140M +$914K +0.7% 26
AFS
6537
AFG Fiduciary Services
Massachusetts
$140M -$7.62M -5% 84
MWP
6538
Meriwether Wealth & Planning
Louisiana
$140M 117
LKWM
6539
Lee-Kelleher Wealth Management
Maryland
$140M 40
BFA
6540
Brown Financial Advisory
Alabama
$140M -$923K -0.7% 39
AI
6541
Arrien Investments
Idaho
$140M +$1.77M +1% 40
TPW
6542
Turn8 Private Wealth
$140M 45
LG
6543
LAM Group
Oregon
$140M -$1.05M -0.7% 134
GIM
6544
Guardian Investment Management
California
$140M +$24M +21% 60
NIP
6545
Norwood Investment Partners
California
$140M -$8.12M -5% 13
RFO
6546
RiverGlades Family Offices
Florida
$140M +$392K +0.3% 86
TC
6547
Tacita Capital
Ontario, Canada
$140M -$13.2M -9% 213
FCT
6548
First Community Trust
Iowa
$140M +$17.6M +14% 329
FF
6549
Farrell Financial
New York
$140M -$1.71M -1% 69
KW
6550
Keyvantage Wealth
Pennsylvania
$140M 95