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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
AC
3901
Arjuna Capital
North Carolina
$361M -$14.5M -4% 2.98% 105% 124 29.03%
WFM
3902
Wolff Financial Management
Michigan
$361M +$647K +0.2% 0.32% 52.8% 99 7.07%
DI
3903
DDFG Inc
California
$361M +$14.3M +4% 0.18% 50.9% 79 5.06%
CWA
3904
Clarity Wealth Advisors
California
$361M -$6.25M -2% 3.11% 85.1% 96 3.13%
ATS
3905
Ashton Thomas Securities
New York
$361M -$3.66M -1% 0.9% 280 13.57%
FMC
3906
FTV Management Company
California
$360M +$26.3M +8% 8.25% 15.1% 1 0%
CWAG
3907
Compton Wealth Advisory Group
Virginia
$360M -$27.1M -7% 1.72% 67.6% 110 28.18%
MIA
3908
Milestone Investment Advisors
Wisconsin
$360M -$7.86M -2% 2.42% 52.8% 137 13.14%
EA
3909
Evergreen Advisors
Tennessee
$360M -$5.58M -2% 0.63% 20 15%
PWP
3910
Precedent Wealth Partners
Texas
$360M +$53.7M +18% 1.48% 164 15.24%
FIM
3911
Fruth Investment Management
Texas
$360M -$2.88M -0.8% 1.17% 71% 223 6.28%
CWA
3912
Cornerstone Wealth Advisors
Minnesota
$360M -$4.17M -1% 1.41% 42.6% 51 11.76%
BZWA
3913
Blue Zone Wealth Advisors
California
$360M +$13.1M +4% 1.16% 78.3% 109 10.09%
MCM
3914
Monarch Capital Management
Indiana
$360M -$5.35M -1% 0.97% 65% 117 4.27%
OWA
3915
Outlook Wealth Advisors
Texas
$359M +$11.2M +3% 2.16% 70% 272 12.5%
SCM
3916
Sollinda Capital Management
Florida
$359M -$4.43M -1% 0.65% 76 22.37%
RWM
3917
Rockline Wealth Management
New York
$359M -$14.9M -4% 4.95% 103 10.68%
EWM
3918
EPG Wealth Management
Georgia
$359M -$20.2M -5% 2.18% 96% 446 11.66%
PEA
3919
Park Edge Advisors
Ohio
$359M +$15.4M +4% 2.12% 53.7% 155 21.29%
HIS
3920
Harvest Investment Services
Illinois
$359M -$49.3M -12% 0.2% 282% 367 45.5%
EPAM
3921
Evelyn Partners Asset Management
$359M -$12.5M -3% 0.67% 252 4.37%
FGWP
3922
Founders Grove Wealth Partners
Virginia
$359M +$13.5M +4% 1.29% 123 6.5%
SM
3923
Scoggin Management
New York
$359M -$134M -27% 11.6% 889% 85 57.65%
ACG
3924
Arch Capital Group
Bermuda
$359M -$69.4M -16% 0.29% 3.08% 4 25%
V
3925
VeraBank
Texas
$358M +$3.78M +1% 0.27% 60.6% 147 2.72%