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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
ATS
3251
Ashton Thomas Securities
New York
$677M -$120M -15% 14.8% 505 37.23%
DAM
3252
Deltec Asset Management
New York
$677M +$132M +24% 19.3% 128% 304 35.86%
EGWAG
3253
Elwood & Goetz Wealth Advisory Group
Georgia
$676M +$86.8M +15% 15.9% 58.2% 154 14.29%
TW
3254
Tempo Wealth
Ohio
$675M +$102M +18% 23.6% 240 12.5%
CC
3255
Cadinha & Co
Hawaii
$675M +$138M +26% 8.88% 123% 110 9.09%
BA
3256
Bellwether Advisors
Nebraska
$675M +$84.9M +14% 24.8% 115% 204 40.2%
CCA
3257
Carrera Capital Advisors
Michigan
$675M +$25.7M +4% 2.68% 220 19.09%
W
3258
WPWealth
Texas
$674M +$19.6M +3% 8.21% 38.2% 107 13.08%
OFS
3259
Orrstown Financial Services
Pennsylvania
$674M +$76.2M +13% 14.6% 121 5.79%
VPP
3260
Vertex Planning Partners
Illinois
$673M +$159M +31% 13.1% 55.4% 162 19.14%
TC
3261
Truvestments Capital
Florida
$673M +$119M +21% 32.9% 131% 1,315 23.42%
PFG
3262
PAX Financial Group
Texas
$673M +$86.7M +15% 13.7% 56% 226 20.35%
MA
3263
MYDA Advisors
New York
$672M +$64M +11% 28% 232% 250 67.2%
CFP
3264
Curran Financial Partners
South Carolina
$672M +$113M +20% 6.95% 49.4% 144 14.58%
MPW
3265
MA Private Wealth
California
$671M +$80M +14% 15.9% 57.5% 90 6.67%
PIWA
3266
Prevail Innovative Wealth Advisors
Kansas
$671M +$77.2M +13% 13.2% 33.5% 245 46.94%
AT
3267
Avenir Tech
Hong Kong
$671M -$119M -15% 0.19% 36 50%
ACM
3268
Armbruster Capital Management
New York
$671M +$60.6M +10% 14.6% 64.3% 134 8.21%
SWC
3269
Square Wave Capital
New York
$670M +$257M +62% 71.1% 14 35.71%
FCMC
3270
Founders Capital Management (Connecticut)
Connecticut
$670M +$61.7M +10% 11.1% 88.9% 80 8.75%
SAM
3271
Strategy Asset Managers
California
$670M +$60.4M +10% 16.7% 108% 289 17.3%
VP
3272
Verum Partners
North Carolina
$669M +$142M +27% 11.2% 53.9% 207 16.91%
MBT
3273
Montecito Bank & Trust
California
$668M +$61.1M +10% 14.5% 280 8.21%
GPSPJS
3274
General Pension Society PZU Joint Stock
Poland
$668M +$13.9M +2% 8.76% 116% 16 6.25%
OWP
3275
ORG Wealth Partners
Texas
$667M +$159M +31% 39.1% 745 13.15%