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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
SDWIA
3626
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$472M +$32.9M +7% 8.94% 67.8% 167 6.59%
DWM
3627
Drive Wealth Management
Utah
$472M +$15.4M +3% 8.12% 94.4% 393 20.87%
GA
3628
GoalVest Advisory
New York
$472M +$67.8M +17% 9.17% 86.8% 414 16.18%
GVCM
3629
Global View Capital Management
Wisconsin
$471M +$158M +51% 11.6% 147 29.25%
VP
3630
Verum Partners
North Carolina
$471M +$36.4M +8% 6.2% 53.9% 177 6.78%
AA
3631
Auxano Advisors
Washington
$470M +$42M +10% 9.87% 80.2% 174 7.47%
OWP
3632
ORG Wealth Partners
Texas
$470M +$52.3M +13% 7.94% 748 20.99%
FSA
3633
Financial Security Advisor
Virginia
$470M +$36M +8% 7.34% 147 12.24%
CIC
3634
Canal Insurance Company
South Carolina
$470M +$22.9M +5% 12.2% 103% 75 14.67%
GMF
3635
Grace & Mercy Foundation
New York
$470M -$12.8M -3% 7.73% 95.8% 18 5.56%
EPA
3636
Element Pointe Advisors
Florida
$469M +$55.9M +14% 7.6% 54.9% 76 13.16%
CWM
3637
CMH Wealth Management
New Hampshire
$469M +$39.6M +9% 5.76% 76.6% 59 15.25%
EA
3638
Ellsworth Advisors
Ohio
$469M +$57.9M +14% 12.2% 123% 197 37.56%
HCM
3639
Harvey Capital Management
Florida
$469M +$41.7M +10% 15.2% 141% 88 13.64%
FRGX
3640
First Reserve GP XIII
Connecticut
$468M -$19.3M -4% 3.83% 29.1% 2 0%
OPL
3641
Orland Properties Ltd
British Virgin Islands
$468M +$231M +98% 7.49% 101% 13 69.23%
CAM
3642
CenterStar Asset Management
Illinois
$467M +$46.8M +11% 6.4% 87.2% 372 73.39%
SIM
3643
SW Investment Management
Colorado
$467M +$48.6M +12% 32.4% 155% 8 0%
AWM
3644
Adams Wealth Management
Utah
$467M -$58.6M -11% 8.37% 75.6% 196 14.29%
VAS
3645
Valicenti Advisory Services
New York
$466M +$38.2M +9% 9.97% 119% 80 12.5%
MCM
3646
Maytus Capital Management
New York
$466M -$76.7M -14% 16% 267% 96 64.58%
AW
3647
Avion Wealth
Texas
$466M +$27.5M +6% 5.55% 45.4% 1,616 14.23%
NAMP
3648
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$466M +$31.4M +7% 9.35% 73.1% 149 7.38%
ODG
3649
O'Dell Group
Ohio
$466M +$65.2M +16% 7.37% 72.2% 42 42.86%
BHBT
3650
Burke & Herbert Bank & Trust
Virginia
$465M +$19M +4% 6.97% 52.7% 247 6.48%