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
GFG
6751
Grantvest Financial Group
New Jersey
$156M +$11.2M +8% 168
SA
6752
SFI Advisors
New Jersey
$156M -$996K -0.6% 69
FPWM
6753
Five Pine Wealth Management
Idaho
$156M +$7.97M +5% 42
ACM
6754
Arosa Capital Management
Florida
$156M +$90.8M +140% 93
SNBOSCI
6755
Security National Bank of Sioux City Iowa
Iowa
$156M +$2.19M +1% 93
AC
6756
Avory & Company
Florida
$156M -$10.3M -6% 42
CW
6757
Code Waechter
Florida
$156M +$2.51M +2% 119
WA
6758
Whipplewood Advisors
Colorado
$156M +$3.6M +2% 509
SCA
6759
Sippican Capital Advisors
Massachusetts
$156M +$4.36M +3% 117
AIFAIM
6760
American Institute for Advanced Investment Management
Arizona
$156M +$2.85M +2% 154
BM
6761
Bridger Management
New York
$156M -$30.1M -16% 35
BCWM
6762
Ball & Co Wealth Management
Tennessee
$155M +$5.01M +3% 93
BWM
6763
BNB Wealth Management
Maryland
$155M 88
SOWAS
6764
Silver Oak Wealth Advisors Services
California
$155M +$3.28M +2% 37
AF
6765
AtlasMark Financial
Texas
$155M +$5.23M +3% 47
IFA
6766
Interactive Financial Advisors
Illinois
$155M -$30.2M -16% 86
GCA
6767
Gallagher Capital Advisors
Texas
$155M -$18.9M -11% 80
SOWBOCOPL
6768
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$155M -$2.22M -1% 6
WGS
6769
Washington Growth Strategies
District of Columbia
$155M +$14.4M +10% 57
FS
6770
Financially Speaking
Colorado
$155M +$2.32M +2% 188
HCWM
6771
Hidden Cove Wealth Management
Washington
$155M +$3.13M +2% 107
HWMC
6772
Heritage Wealth Management (California)
California
$154M +$8M +5% 98
FWM
6773
FMA Wealth Management
Massachusetts
$154M +$8.57M +6% 47
PU
6774
Petiole USA
New York
$154M +$9.49M +7% 37
JESC
6775
J.E. Simmons & Co
Texas
$154M 68