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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
EWM
3851
EPG Wealth Management
Georgia
$263M +$19.2M +8% 8.69% 96% 400 9.5%
LWAM
3852
Legacy Wealth Asset Management
Minnesota
$263M +$33.8M +15% 12.8% 102% 351 15.1%
OHWP
3853
Oak Harbor Wealth Partners
North Carolina
$262M +$7.01M +3% 6.66% 64.7% 231 12.99%
SWA
3854
Sutton Wealth Advisors
Florida
$262M +$16.8M +7% 9.18% 40.9% 1,734 10.15%
AGP
3855
Artia Global Partners
Florida
$262M 21.2% 725% 25
SG
3856
Stephens Group
Arkansas
$262M +$1.21M +0.5% 7.85% 33.8% 4 0%
ECA
3857
Elevated Capital Advisors
Utah
$262M +$7.94M +3% 5.55% 46% 177 28.81%
WCM
3858
Wildcat Capital Management
New York
$262M +$1.69M +0.6% 26.4% 126% 32 18.75%
SHWM
3859
Smith & Howard Wealth Management
Georgia
$262M +$27.2M +12% 7.47% 40.4% 73 16.44%
NI
3860
Noked Israel
Israel
$262M -$150M -36% 5.59% 265% 53 58.49%
WAAG
3861
Wealth Alliance Advisory Group
Kansas
$261M +$34.6M +15% 9.66% 66.9% 184 20.65%
AR
3862
Apeiron RIA
Texas
$261M +$44.2M +20% 9.53% 63.7% 191 16.23%
DT
3863
Daniels + Tansey
Delaware
$261M +$19.7M +8% 7.72% 21.1% 31 19.35%
TP
3864
Toronado Partners
California
$261M -$22.6M -8% 3.56% 158% 12 25%
SEM
3865
Strategic Equity Management
Arizona
$261M +$19.2M +8% 5.72% 70.3% 42 30.95%
HCM
3866
Heathbridge Capital Management
Ontario, Canada
$261M +$39.5M +18% 9.5% 58.7% 30 13.33%
CM
3867
Columbus Macro
Pennsylvania
$261M +$16.2M +7% 8.86% 46.8% 196 27.55%
WCM
3868
Windham Capital Management
Massachusetts
$260M -$4.14M -2% 5.93% 8.3% 80 11.25%
WA
3869
Wambolt & Associates
Colorado
$260M +$24.9M +11% 9.65% 62.2% 243 5.35%
RWM
3870
Rezny Wealth Management
Florida
$260M +$13.8M +6% 7.16% 91.9% 22 18.18%
RW
3871
Reframe Wealth
Virginia
$260M 6.08% 61
PB
3872
Pinnacle Bancorp
Nebraska
$260M +$28.4M +12% 10.9% 68.3% 775 9.29%
SEP
3873
Southland Equity Partners
Missouri
$259M +$55.8M +27% 6.49% 58.6% 181 16.57%
EAIC
3874
Empower Annuity Insurance Company
Connecticut
$259M 2.91% 0.86% 1
WRM
3875
Weybosset Research & Management
Rhode Island
$259M +$31.4M +14% 14.8% 73.4% 57 8.77%