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
FS
6726
Financially Speaking
Colorado
$155M +$2.32M +2% 188
HCWM
6727
Hidden Cove Wealth Management
Washington
$155M +$3.13M +2% 107
HWMC
6728
Heritage Wealth Management (California)
California
$154M +$8M +5% 98
FWM
6729
FMA Wealth Management
Massachusetts
$154M +$8.57M +6% 47
PU
6730
Petiole USA
New York
$154M +$9.49M +7% 37
JESC
6731
J.E. Simmons & Co
Texas
$154M 68
IIL
6732
Income Insurance Ltd
$154M 159
EWP
6733
Equity Wealth Partners
Missouri
$154M +$31M +25% 83
GCM
6734
Generation Capital Management
New York
$154M +$16.1M +12% 91
CA
6735
Continental Advisors
Utah
$154M +$6.18M +4% 40
RC
6736
Rareview Capital
Nevada
$154M -$9.6M -6% 58
EGP
6737
Emergence GP Partners
California
$154M -$50.5M -25% 4
CNFG
6738
Creegan & Nassoura Financial Group
New Hampshire
$154M -$897K -0.6% 80
PWAM
6739
Pinnacle West Asset Management
Wyoming
$154M -$472K -0.3% 117
CC
6740
Capstone Capital
Nevada
$154M +$4.29M +3% 25
MWM
6741
Mittelman Wealth Management
Massachusetts
$154M +$1.14M +0.7% 49
CAIMH
6742
Central Asset Investments & Management Holdings
Hong Kong
$154M +$8.55M +6% 66
GC
6743
Glenorchy Capital
Australia
$154M +$16M +12% 65
CWR
6744
Chico Wealth RIA
California
$153M +$6.36M +4% 34
LFA
6745
Laraway Financial Advisors
Minnesota
$153M +$7.01M +5% 131
BDS
6746
Banco de Sabadell
Florida
$153M +$2.29M +2% 65
WW
6747
Wright Wealth
Georgia
$153M 61
NDBT
6748
North Dallas Bank & Trust
Texas
$153M 109
CMP
6749
Christine Messmer PC
Pennsylvania
$153M 79
VA
6750
Verus Advisory
Washington
$153M 8