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
FFWA
6801
Forthright Family Wealth Advisory
Texas
$149M -$9.99M -6% 78
GFG
6802
Genesis Financial Group
New Jersey
$149M -$23.2M -13% 121
RFW
6803
Rainier Family Wealth
Washington
$149M +$16.4M +12% 104
MCM
6804
Mainstream Capital Management
California
$149M -$3.69M -2% 93
S
6805
Systrade
Liechtenstein
$149M -$14.9M -9% 15
CPA
6806
Cathy Pareto & Associates
Florida
$149M +$4.93M +3% 98
GIS
6807
Graphene Investments SAS
France
$149M -$10.5M -7% 44
AF
6808
Atala Financial
California
$149M -$7.87M -5% 131
TIG
6809
Tribune Investment Group
New York
$149M -$15.6M -9% 40
NPAN
6810
Northeast Planning Associates NH
New Hampshire
$149M +$7.37M +5% 58
CWP
6811
Clark Wealth Partners
Illinois
$149M -$15.3M -9% 656
DAC
6812
Dutch Asset Corp
New York
$149M +$19M +15% 102
CWA
6813
CogentBlue Wealth Advisors
Tennessee
$149M +$2M +1% 87
KFSN
6814
Keystone Financial Services (Nebraska)
Nebraska
$149M +$1.84M +1% 58
KCM
6815
KM Capital Management
Texas
$149M -$47.1M -24% 96
FFS
6816
Flavin Financial Services
Florida
$149M +$2.73M +2% 72
MWM
6817
McAlvany Wealth Management
Colorado
$148M +$17.7M +14% 44
PWM
6818
Pinnacle Wealth Management
California
$148M -$18.4K -0% 42
HFS
6819
Hopwood Financial Services
Virginia
$148M +$6.38M +4% 92
BWMG
6820
Bannerman Wealth Management Group
Texas
$148M +$7.35M +5% 34
CSI
6821
Clark & Stuart Inc
Maine
$148M +$3.29M +2% 53
BTC
6822
Bank & Trust Company
Illinois
$148M +$6.78M +5% 304
GCA
6823
Gallagher Capital Advisors
Texas
$148M -$6.37M -4% 76
BAWM
6824
Bennett Associates Wealth Management
Pennsylvania
$148M +$4.09M +3% 66
MCM
6825
Magnolia Capital Management
New York
$148M +$13.9M +10% 76