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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
AW
3726
Avion Wealth
Texas
$477M +$10.6M +2% 1.81% 45.4% 1,669 15.58%
CAG
3727
Curtis Advisory Group
California
$477M +$35.6M +8% 1.46% 67.6% 118 11.02%
CA
3728
Crumly & Associates
Illinois
$477M +$19.4M +4% 1.28% 55.2% 216 16.67%
HW
3729
Hedeker Wealth
Illinois
$477M -$4.61M -1% 6% 141% 94 9.57%
CM
3730
CoreCommodity Management
Connecticut
$476M -$74.5M -14% 9.25% 65.8% 134 17.91%
C
3731
Cliffwater
California
$476M +$1.7M +0.4% 2.61% 29.4% 22 0%
HSG
3732
Helen Stephens Group
Texas
$476M +$25.8M +6% 2.06% 49.5% 124 18.55%
KMWM
3733
Keudell/Morrison Wealth Management
Oregon
$476M 3.3% 232
F
3734
FIFTHDELTA
United Kingdom
$476M +$156M +49% 2.53% 16.6% 10 50%
AFGAS
3735
Allegiance Financial Group Advisory Services
Virginia
$476M +$41.1M +9% 2.89% 62.6% 195 25.13%
MCA
3736
Magnolia Capital Advisors
Mississippi
$476M +$92.7M +24% 2.15% 78.7% 273 16.48%
EAM
3737
Exane Asset Management
France
$475M +$179M +60% 3.72% 77.5% 46 52.17%
KV
3738
Kickstand Ventures
New York
$475M +$20.2M +4% 2.17% 51.4% 136 19.12%
KWS
3739
Keystone Wealth Services
California
$475M +$16.2M +4% 3% 80.1% 321 31.78%
BFA
3740
Benedict Financial Advisors
Georgia
$474M +$13.2M +3% 2.08% 62% 135 5.19%
NFW
3741
Noble Family Wealth
Florida
$474M +$20.9M +5% 2.06% 56.1% 84 5.95%
TSWM
3742
Triangle Securities Wealth Management
North Carolina
$474M +$32.6M +7% 3.13% 80% 212 7.55%
TCM
3743
Towneley Capital Management
California
$474M +$13.9M +3% 2.8% 43 18.6%
TAM
3744
TFG Asset Management
Cayman Islands
$474M -$273M -37% 24.9% 72.1% 46 58.7%
BP
3745
Broadleaf Partners
Ohio
$474M -$5.48M -1% 1.22% 180% 84 7.14%
UAM
3746
UAS Asset Management
New York
$474M +$1.6M +0.3% 3.66% 98% 18 33.33%
TCM
3747
Tradewinds Capital Management
Washington
$474M +$29M +7% 9.17% 85.2% 744 16.4%
LF
3748
Lantz Financial
Illinois
$474M +$22M +5% 1.58% 67.1% 258 10.85%
WCM
3749
Weaver Capital Management
Georgia
$474M +$11.6M +3% 2.64% 209 18.66%
CTWM
3750
Cherry Tree Wealth Management
Minnesota
$474M +$18.1M +4% 1.48% 28% 636 15.09%