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
SCM
7101
Shorepath Capital Management
Utah
$121M -$11.2M -8% 24
AWA
7102
AGH Wealth Advisors
Kansas
$121M +$17.7M +17% 134
PWM
7103
PMG Wealth Management
Illinois
$121M +$27M +29% 54
AFW
7104
Avantra Family Wealth
Pennsylvania
$121M +$16.9M +16% 167
BCM
7105
Boreal Capital Management
Florida
$121M 488
CPA
7106
Cathy Pareto & Associates
Florida
$121M +$7.95M +7% 89
EBA
7107
Eagle Bay Advisors
New York
$121M +$2.99M +3% 119
HAM
7108
Hickory Asset Management
Ohio
$121M +$8.38M +7% 94
PA
7109
Persium Advisors
Georgia
$121M +$15.3M +15% 65
ACMC
7110
Anchor Capital Management Company
North Carolina
$121M +$20.7M +21% 11
LF
7111
LifePlan Financial
Minnesota
$121M +$6M +5% 95
GCG
7112
Gilbert Capital Group
Maine
$121M 48
IWB
7113
Innovative Wealth Building
Maryland
$121M +$12.1M +11% 55
DQRIM
7114
Dale Q Rice Investment Management
Washington
$121M -$73M -38% 95
RC
7115
Rexford Capital
Texas
$121M 280
WFS
7116
WealthGarden F.S.
California
$120M +$16.5M +16% 142
EFG
7117
Elm3 Financial Group
Georgia
$120M +$6.48M +6% 117
MLIM
7118
Mountain Lake Investment Management
Florida
$120M +$13.9M +13% 34
HTWM
7119
Hartmann Taylor Wealth Management
Texas
$120M +$8.5M +8% 57
WF
7120
Womack Financial
Texas
$120M +$10.8M +10% 66
PAS
7121
Parsonex Advisory Services
Colorado
$120M 96
TA
7122
TCM Advisors
West Virginia
$120M +$5.24M +5% 65
ECP
7123
Epacria Capital Partners
Colorado
$120M -$3.14M -3% 41
PSB
7124
Piscataqua Savings Bank
New Hampshire
$120M +$6.61M +6% 372
RA
7125
RoundAngle Advisors
New Jersey
$120M +$10.9M +10% 58