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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
MW
3601
Maia Wealth
Colorado
$405M +$72.5M +22% 5.13% 297 32.32%
EGWAG
3602
Elwood & Goetz Wealth Advisory Group
Georgia
$404M +$51.6M +15% 7.8% 40.7% 108 28.7%
AFFA
3603
ALM First Financial Advisors
Texas
$404M +$56.1M +16% 4.6% 43.5% 23 4.35%
QPWM
3604
Quadrant Private Wealth Management
Pennsylvania
$404M -$32M -7% 6.02% 87.9% 271 17.34%
CBA
3605
Coastal Bridge Advisors
Connecticut
$403M +$968K +0.2% 3.23% 67.4% 183 13.66%
WFPG
3606
Waller Financial Planning Group
Ohio
$403M +$31.1M +8% 7.09% 40.9% 74 13.51%
BAM
3607
Blueshift Asset Management
New Jersey
$403M +$105M +35% 6.03% 25.2% 496 64.52%
VFPW
3608
Vantage Financial Partners (Wisconsin)
Wisconsin
$403M +$17.9M +5% 6.09% 53.8% 200 28%
SL
3609
Systelligence LLC
Minnesota
$403M +$27.2M +7% 5.94% 57.3% 48 25%
JSC
3610
Jackson Square Capital
California
$403M -$3.43M -0.8% 4.95% 416% 153 30.72%
ACGA
3611
Atlanta Consulting Group Advisors
Georgia
$403M -$60.9M -13% 7.08% 234 53.85%
CCT
3612
Capital City Trust
Florida
$403M +$34.6M +9% 8.51% 78% 119 10.92%
SCM
3613
Sarissa Capital Management
Connecticut
$402M -$190M -32% 0.93% 58.6% 11 18.18%
PFM
3614
Privium Fund Management
Netherlands
$402M +$9.94M +3% 18.9% 410% 141 50.35%
MWM
3615
Mascoma Wealth Management
New Hampshire
$402M +$24.9M +7% 5.07% 40% 508 13.39%
PWM
3616
Praetorian Wealth Management
California
$402M +$11.1M +3% 6.06% 53.8% 58 36.21%
CDR
3617
Clayton Dubilier & Rice
New York
$402M -$260M -39% 38.8% 176% 4 0%
CAM
3618
Cypress Asset Management
Texas
$402M +$13.2M +3% 4.89% 114% 108 6.48%
BWP
3619
Balboa Wealth Partners
Arizona
$402M +$22.8M +6% 7.24% 158% 376 28.72%
FSA
3620
Financial Security Advisor
Virginia
$401M +$103M +34% 5.67% 124 15.32%
FPB
3621
First PREMIER Bank
South Dakota
$401M +$27.3M +7% 8.08% 54.4% 433 12.01%
SDWIA
3622
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$401M +$28.2M +8% 9.02% 67.8% 155 8.39%
ER
3623
EVR Research
Virginia
$401M +$66.2M +20% 0.13% 104% 41 41.46%
SC
3624
Searle & Co
Connecticut
$401M -$25.8M -6% 6.97% 93.8% 192 15.1%
MAC
3625
Mason & Associates (California)
California
$401M +$24.9M +7% 4.61% 68.5% 120 20%