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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
LCWP
3601
Legacy Capital Wealth Partners
Arkansas
$485M +$19.5M +4% 1.35% 69.4% 415 16.63%
CWA
3602
Crusonia Wealth Advisors
Colorado
$485M +$30M +7% 0.21% 199 13.07%
GRR
3603
Golden Reserve Retirement
Ohio
$485M -$56.9M -11% 3.1% 152 46.05%
NFW
3604
Noble Family Wealth
Florida
$484M +$10M +2% 1.85% 56.1% 81 7.41%
WP
3605
Wedgewood Partners
Missouri
$484M -$51.2M -10% 5.55% 71.7% 23 13.04%
AW
3606
Avion Wealth
Texas
$484M +$7.18M +2% 0.64% 45.4% 1,679 14.71%
OSNBOA
3607
Old Second National Bank of Aurora
Illinois
$484M -$16.1M -3% 0.16% 89.5% 294 6.8%
MWM
3608
Mascoma Wealth Management
New Hampshire
$484M +$17.5M +4% 1.48% 40% 544 14.52%
LF
3609
Lantz Financial
Illinois
$484M +$9.79M +2% 0.88% 67.1% 258 11.63%
MF
3610
Montis Financial
Massachusetts
$484M -$22.4M -4% 1.57% 46% 162 11.11%
BWA
3611
Basecamp Wealth Advisors
Washington
$483M +$13.9M +3% 1.27% 2,198 28.71%
BAM
3612
BOCHK Asset Management
Hong Kong
$483M +$109M +29% 1.97% 142 60.56%
PM
3613
Phraction Management
Connecticut
$483M +$108M +29% 0.16% 89.7% 74 21.62%
NWAG
3614
Net Worth Advisory Group
Utah
$482M -$12.2M -2% 0.77% 481 17.67%
BAG
3615
Bridgewealth Advisory Group
California
$482M +$29.2M +6% 0.98% 39.1% 136 5.15%
MCM
3616
McRae Capital Management
New Jersey
$482M -$7.74M -2% 4.78% 59.2% 109 8.26%
IG
3617
Ithaka Group
Virginia
$482M -$79.1M -14% 12.8% 143% 41 12.2%
SDWIA
3618
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$482M -$2.43M -0.5% 0.21% 74% 177 6.78%
EFA
3619
Evernest Financial Advisors
Indiana
$481M +$4.3M +0.9% 0.88% 192 9.9%
MAM
3620
Morse Asset Management
Connecticut
$481M -$19.2M -4% 0.86% 222% 432 15.74%
NQWM
3621
Northwest Quadrant Wealth Management
Oregon
$481M -$2.39M -0.5% 0.52% 45.6% 72 8.33%
TAA
3622
TB Alternative Assets
Cayman Islands
$481M -$130M -21% 2.36% 325% 66 69.7%
HC
3623
Hourglass Capital
Texas
$480M +$16.8M +4% 6.23% 89.6% 166 53.01%
BFA
3624
Benedict Financial Advisors
Georgia
$480M +$6.03M +1% 3.85% 62% 139 7.91%
PFM
3625
Privium Fund Management
Netherlands
$480M -$62.8M -12% 13.2% 451% 64 17.19%