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
IWM
6751
IMG Wealth Management
Florida
$157M +$9.64M +7% 659
PIP
6752
PB Investment Partners
California
$157M +$10.2M +7% 9
FWM
6753
Fingerlakes Wealth Management
New York
$157M +$3.97M +3% 100
SVWA
6754
Sarver Vrooman Wealth Advisors
Missouri
$157M +$1.72M +1% 139
RB
6755
Richmond Brothers
Michigan
$157M -$1.27M -0.8% 36
EU
6756
Emory University
Georgia
$157M +$10.8K +0% 7
FI
6757
FWG Investments
Kentucky
$157M +$11.2M +8% 118
RFN
6758
Redwood Financial Network
Ohio
$157M -$1.07M -0.7% 188
PAS
6759
Parsonex Advisory Services
Colorado
$157M +$9.93M +7% 105
LWP
6760
LFG Wealth Partners
Kentucky
$157M 81
RA
6761
RiverTree Advisors
Florida
$157M +$851K +0.5% 66
AF
6762
Atala Financial
California
$157M -$2.91M -2% 132
AWA
6763
Archvest Wealth Advisors
California
$157M +$44.6M +40% 71
KFO
6764
Kopp Family Office
Minnesota
$157M +$3.03M +2% 26
CPCP
6765
Cedar Point Capital Partners
Iowa
$157M +$4.12M +3% 70
VFS
6766
Valpey Financial Services
New Hampshire
$157M +$3.85M +3% 73
FW
6767
Fidato Wealth
Ohio
$157M +$4.41M +3% 16
SWM
6768
Schwallier Wealth Management
Michigan
$157M -$3.68M -2% 58
BAS
6769
Breakthru Advisory Services
Wisconsin
$156M +$4.52M +3% 68
MCWA
6770
Meadow Creek Wealth Advisors
Georgia
$156M +$5.75M +4% 143
CGA
6771
Channing Global Advisors
Florida
$156M +$11.9M +8% 47
NAM
6772
NewGen Asset Management
Ontario, Canada
$156M -$3.64M -2% 39
SI
6773
Stonekeep Investments
New Mexico
$156M -$1.43M -0.9% 66
APW
6774
Atlantic Private Wealth
North Carolina
$156M +$1.62M +1% 408
LA
6775
Lakeside Advisors
Washington
$156M -$1.69M -1% 65