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
CIA
7151
Caerus Investment Advisors
Texas
$104M -$2.68M -3% 32
PWA
7152
Principia Wealth Advisory
Texas
$104M -$2.71M -3% 920
LCG
7153
Lakeshore Capital Group
Illinois
$104M +$37.5M +57% 78
AWA
7154
AGH Wealth Advisors
Kansas
$104M -$4.25M -4% 125
SR
7155
Summer Road
Florida
$104M -$16.5M -14% 29
MA
7156
Maxele Advisors
Missouri
$103M -$1.33M -1% 100
IPGDR
7157
Investidor Profissional Gestao de Recursos
Brazil
$103M +$22M +27% 26
MWM
7158
MY Wealth Management
Maryland
$103M +$3.21M +3% 27
AHIA
7159
Andrew Hill Investment Advisors
Florida
$103M -$31.2M -23% 61
NAM
7160
NewGen Asset Management
Ontario, Canada
$103M +$8.46M +9% 42
MMCM
7161
Murphy & Mullick Capital Management
New York
$103M -$5.24M -5% 721
LDNAM
7162
Lepercq De Neuflize Asset Management
New York
$103M -$36.2M -26% 16
SPWM
7163
Spartan Planning & Wealth Management
North Carolina
$103M -$6.29M -6% 84
DWM
7164
DKM Wealth Management
California
$103M -$2.38M -2% 56
SFP
7165
Sherwood Financial Partners
California
$103M +$2.28M +2% 8
ACMA
7166
Arbor Capital Management (Alaska)
Alaska
$103M +$1.41M +1% 102
MADFP
7167
Michael A Dubis Financial Planning
Wisconsin
$103M -$400K -0.4% 49
GBFP
7168
Golden Bell Financial Planning
Georgia
$103M +$3.45M +3% 35
ABG
7169
Ally Bridge Group
New York
$103M -$13.7M -12% 32
RM
7170
RCF Management
Colorado
$103M -$25.3M -20% 1
CFP
7171
Comprehensive Financial Planning
Pennsylvania
$103M -$15.6M -13% 371
SCM
7172
Stonepine Capital Management
Oregon
$103M -$21.1M -17% 75
FLP
7173
Financial Life Planners
Arizona
$103M -$16.6M -14% 414
MHIP
7174
Mountain Hill Investment Partners
New Jersey
$102M +$4.19M +4% 194
NL
7175
NDWM LLC
California
$102M -$17.3M -14% 36