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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
MWA
3251
Martel Wealth Advisors
Washington
$489M +$22.8M +5% 5.16% 39.7% 54 3.7%
CFSG
3252
Community Financial Services Group
Vermont
$489M +$24.4M +5% 5.66% 127 10.24%
DWM
3253
Dechtman Wealth Management
Colorado
$489M +$41.2M +9% 6.36% 66 10.61%
SDWMA
3254
Schneider Downs Wealth Management Advisors
Pennsylvania
$489M +$39.1M +9% 5.74% 55% 145 11.03%
EL
3255
Essex LLC
Illinois
$488M +$41M +9% 6.15% 89.1% 175 14.86%
JSA
3256
Jacobson & Schmitt Advisors
Wisconsin
$487M +$47.4M +11% 7.63% 70.3% 75 6.67%
RA
3257
Resolute Advisors
California
$487M +$99.1M +26% 27.9% 36.7% 73 32.88%
AFA
3258
Arlington Financial Advisors
California
$487M +$30.6M +7% 6.49% 60.7% 72 6.94%
ISB
3259
Iowa State Bank
Iowa
$486M +$33.8M +7% 6.91% 76% 112 8.04%
CC
3260
Cannell Capital
Wyoming
$486M +$44.4M +10% 17.1% 127% 62 24.19%
RC
3261
RV Capital
Switzerland
$485M +$69.2M +17% 15.5% 250% 11 27.27%
SCM
3262
Scopia Capital Management
New York
$485M -$191M -28% 6.45% 58.7% 41 36.59%
GSWM
3263
Greenup Street Wealth Management
Michigan
$484M +$59.4M +14% 5.38% 65.6% 95 22.11%
AVA
3264
Atlas Venture Advisors
Massachusetts
$484M +$29.7M +7% 6.99% 29.2% 5 0%
SHIM
3265
Stone House Investment Management
Pennsylvania
$484M +$99.4M +26% 5.18% 53.1% 424 21.7%
SLWA
3266
San Luis Wealth Advisors
California
$484M +$67.8M +16% 5.96% 58.8% 159 26.42%
PFM
3267
Patton Fund Management
Texas
$484M +$9.98M +2% 10% 188% 95 35.79%
5VM
3268
5AM Venture Management
California
$484M +$36.9M +8% 17.7% 546% 29 6.9%
CWS
3269
Cypress Wealth Services
California
$484M +$34.5M +8% 5.98% 71.8% 301 20.27%
BCC
3270
Bain Capital Credit
Massachusetts
$484M -$23.3M -5% 2.58% 14.4% 8 12.5%
PWMG
3271
Prestige Wealth Management Group
New Jersey
$484M +$20.5M +4% 5.98% 55.8% 1,060 8.96%
AWC
3272
Abundance Wealth Counselors
Pennsylvania
$483M +$266M +122% 11.9% 94.7% 139 49.64%
W
3273
WPWealth
Texas
$482M +$68.2M +16% 5.62% 38.2% 92 28.26%
AG
3274
Alibaba Group
Hong Kong
$481M +$351M +270% 58.2% 2.06% 5 20%
MSWM
3275
McGlone Suttner Wealth Management
Wisconsin
$481M -$5.82M -1% 6.34% 56% 186 22.04%