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
PA
6551
Prossimo Advisors
California
$133M -$5.16M -4% 138
WMWM
6552
Wilkins Miller Wealth Management
Alabama
$133M +$37.4M +39% 85
PSC
6553
Piper Sandler & Co
Minnesota
$133M +$1.81M +1% 38
VF
6554
Visa Foundation
California
$133M -$84.9M -39% 2
BIG
6555
Bush Investment Group
Georgia
$133M +$4.6M +4% 38
ES
6556
Enavate Sciences
California
$133M -$6.52M -5% 6
EF
6557
Envision Financial
Wisconsin
$133M +$7.96M +6% 40
SCA
6558
Sippican Capital Advisors
Massachusetts
$133M -$4.58M -3% 113
TMWM
6559
Taylor & Morgan Wealth Management
Michigan
$133M -$9.7M -7% 73
MW
6560
Members Wealth
Pennsylvania
$133M -$1.37M -1% 114
SCM
6561
Shorepath Capital Management
Utah
$133M -$7.3M -5% 23
CSI
6562
Cross Staff Investments
New York
$132M -$11.1M -8% 126
PCA
6563
Purkiss Capital Advisors
Connecticut
$132M +$16.6M +14% 117
BH
6564
Burk Holdings
Oklahoma
$132M +$8.79M +7% 59
HWM
6565
Horizons Wealth Management
North Carolina
$132M +$3.42M +3% 177
PM
6566
Penbrook Management
New York
$132M -$14.3M -10% 115
SFA
6567
Salus Financial Advisors
Colorado
$132M +$4.5M +4% 36
SWM
6568
Sagace Wealth Management
Florida
$132M -$1.19M -0.9% 64
MG
6569
McHugh Group
Ohio
$132M -$1.77M -1% 71
MSA
6570
McAlister Sweet & Associates
Texas
$132M -$8.47M -6% 33
SPWG
6571
Sage Private Wealth Group
Illinois
$132M -$1.13M -0.8% 93
NLWP
6572
Next Level Wealth Planning
Idaho
$132M +$4.91M +4% 53
PWA
6573
Providence Wealth Advisors
Illinois
$132M -$91.3K -0.1% 88
LHCM
6574
Lloyd Harbor Capital Management
New York
$132M -$20.8M -14% 23
ACM
6575
Arlington Capital Management
Illinois
$132M -$12.7M -9% 98