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
FWM
6776
FMA Wealth Management
Massachusetts
$150M -$3.94M -3% 45
JIM
6777
JCP Investment Management
Texas
$150M +$23.8M +19% 28
HWM
6778
Horizons Wealth Management
North Carolina
$150M -$23.9K -0% 168
WF
6779
WinCap Financial
Massachusetts
$150M +$4.61M +3% 96
RB
6780
Richmond Brothers
Michigan
$150M -$6.99M -4% 36
CRIG
6781
Charter Research & Investment Group
Connecticut
$150M +$443K +0.3% 88
GA
6782
Gordian Advisors
Arizona
$150M -$833K -0.6% 56
FFG
6783
Floyd Financial Group
Missouri
$150M +$2.2M +1% 71
PAYA
6784
Phil A. Younker & Associates
Alaska
$150M +$6.55M +5% 39
TDC
6785
Thompson Davis & Co
Virginia
$150M -$17.1M -10% 186
CI
6786
CPR Investments
Michigan
$150M +$896K +0.6% 70
PCMNC
6787
Piedmont Capital Management (North Carolina)
North Carolina
$150M -$2.25M -1% 124
LA
6788
Lakeside Advisors
Washington
$150M -$6.53M -4% 66
GWA
6789
Genesis Wealth Advisors
Massachusetts
$150M +$3.85M +3% 64
E
6790
Evansbrook
Illinois
$150M +$272K +0.2% 125
VWA
6791
VERITY Wealth Advisors
United States
$150M -$11.3M -7% 84
TWM
6792
Thryve Wealth Management
Texas
$150M -$52.4M -26% 95
AIA
6793
Accelerate Investment Advisors
California
$150M +$1.29M +0.9% 142
JESC
6794
J.E. Simmons & Co
Texas
$150M -$4.75M -3% 72
WW
6795
Wright Wealth
Georgia
$149M -$3.92M -3% 64
ZC
6796
Zeit Capital
Colorado
$149M +$1.26M +0.9% 52
HA
6797
HC Advisors
Georgia
$149M +$4.87M +3% 62
CBOR
6798
Community Bank of Raymore
Missouri
$149M +$2.3M +2% 75
GWA
6799
Gibson Wealth Advisors
Texas
$149M +$3.33M +2% 37
VBCG
6800
Valley Brook Capital Group
Pennsylvania
$149M -$1.96M -1% 123