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
BRIA
6951
Balanced Rock Investment Advisors
Massachusetts
$137M +$9.34M +7% 97
RSF
6952
Rik Saylor Financial
Ohio
$137M +$6.87M +5% 84
BCM
6953
BluePath Capital Management
Georgia
$137M +$23M +20% 87
SHF
6954
Stage Harbor Financial
Massachusetts
$137M +$13.6M +11% 60
EC
6955
Enhancing Capital
Pennsylvania
$137M +$5.55M +4% 94
AWA
6956
AGH Wealth Advisors
Kansas
$136M +$15.1M +12% 134
SPWM
6957
Schrum Private Wealth Management
Florida
$136M +$11.7M +9% 130
MPW
6958
Magnolia Private Wealth
Pennsylvania
$136M +$7.36M +6% 115
FWM
6959
Forefront Wealth Management
Pennsylvania
$136M +$11.6M +9% 72
PCU
6960
Palliser Capital (UK)
United Kingdom
$136M -$831K -0.6% 8
WSFG
6961
Wall Street Financial Group
Illinois
$136M +$25.4M +23% 103
JWM
6962
Jacksonville Wealth Management
Florida
$136M +$11.8M +9% 68
LW
6963
Lauer Wealth
Indiana
$136M +$16.8M +14% 64
CSA
6964
Cornerstone Select Advisors
Missouri
$136M +$22.4M +20% 115
SWM
6965
SpringVest Wealth Management
Texas
$136M +$12.5M +10% 67
SF
6966
SageOak Financial
Oklahoma
$136M +$11M +9% 33
SC
6967
Schubert & Co
Texas
$136M -$5.44M -4% 72
DW
6968
Durante & Waters
New York
$136M +$8.88M +7% 33
WH
6969
Wallace Hart
Kentucky
$136M +$10.3M +8% 60
MCM
6970
Moon Capital Management
New York
$136M +$4.41M +3% 16
AF
6971
Amara Financial
California
$136M +$22.2M +20% 48
DAM
6972
Diamant Asset Management
Connecticut
$136M +$4.46M +3% 72
BWMG
6973
Bannerman Wealth Management Group
Texas
$136M +$5.38M +4% 36
MQWP
6974
Morey & Quinn Wealth Partners
Nebraska
$136M +$10.7M +9% 134
HA
6975
HFG Advisors
Ohio
$136M +$9.34M +7% 110