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
AIA
6701
Affinity Investment Advisors
California
$148M +$15.6M +12% 142
SMWM
6702
Silvia McColl Wealth Management
California
$148M +$10.1M +7% 118
S
6703
Steadtrust
Texas
$148M +$20.4M +16% 128
AWM
6704
Allen Wealth Management
North Carolina
$148M +$4.54M +3% 62
SFG
6705
Somnio Financial Group
Connecticut
$147M +$7.75M +6% 13
HCM
6706
Helios Capital Management
Singapore
$147M +$17.5M +13% 37
NL
6707
NDWM LLC
California
$147M +$10.8M +8% 34
EP
6708
Elkhorn Partners
Nebraska
$147M +$9.8M +7% 40
CFG
6709
Certior Financial Group
Pennsylvania
$147M +$17M +13% 139
SM
6710
Soapstone Management
Maryland
$147M -$3.36M -2% 17
1IA
6711
1620 Investment Advisors
Massachusetts
$147M +$6.26M +4% 710
PIP
6712
PB Investment Partners
California
$147M +$234K +0.2% 8
OCM
6713
Occam Crest Management
Connecticut
$147M 25
PAM
6714
Pacific Asset Management
Washington
$147M +$23M +18% 65
RFA
6715
Reyes Financial Architecture
California
$147M +$31.3M +27% 327
AFA
6716
Antonelli Financial Advisors
Michigan
$147M +$8.68M +6% 48
SC
6717
Settian Capital
New York
$147M +$5.25M +4% 23
ZC
6718
Zeit Capital
Colorado
$147M +$7.23M +5% 28
CWR
6719
Chico Wealth RIA
California
$147M +$20.7M +16% 39
AIA
6720
Accelerate Investment Advisors
California
$147M +$12.6M +9% 126
AAG
6721
Accordant Advisory Group
Maryland
$147M +$12.7M +9% 185
ADBIC
6722
A.D. Beadell Investment Counsel
Wisconsin
$147M +$15.7M +12% 98
AUIM
6723
Aegon USA Investment Management
Iowa
$147M +$13.3M +10% 47
SWM
6724
Sagace Wealth Management
Florida
$147M +$13M +10% 72
CWA
6725
CogentBlue Wealth Advisors
Tennessee
$147M +$16.2M +12% 79