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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
NL
4176
Navalign LLC
California
$251M +$11.5M +5% 5.61% 50.7% 117 8.55%
AWA
4177
Aquire Wealth Advisors
Utah
$251M +$22.1M +10% 4.17% 54.1% 40 5%
CFG
4178
Carr Financial Group
Massachusetts
$251M +$23.6M +10% 4.47% 66.1% 184 13.04%
PCA
4179
PL Capital Advisors
Florida
$250M -$33.7M -12% 7.6% 100% 40 15%
WMA
4180
West Michigan Advisors
Michigan
$250M +$74.1M +42% 4.6% 86.6% 263 47.15%
WCM
4181
WealthBridge Capital Management
Ohio
$250M -$859K -0.3% 7.39% 82.1% 202 15.84%
JCIA
4182
Jackson Creek Investment Advisors
Colorado
$250M +$11.8M +5% 10.1% 239% 378 41.01%
FFA
4183
Fairfield Financial Advisors
Massachusetts
$250M +$19.2M +8% 6.76% 334 10.48%
AA
4184
Auxano Advisors
Washington
$250M -$55.9K -0% 8.09% 85.4% 106 0.94%
WA
4185
WP Advisors
California
$250M +$7.49M +3% 10.3% 95.5% 105 11.43%
CA
4186
Crumly & Associates
Illinois
$250M +$19.5M +8% 3.62% 55.2% 124 18.55%
BFA
4187
BBJS Financial Advisors
Washington
$250M +$4.28M +2% 1.57% 133 12.03%
RFWA
4188
RPg Family Wealth Advisory
Massachusetts
$250M +$67.6M +37% 7.39% 117% 123 34.15%
SCP
4189
Syntal Capital Partners
Texas
$250M -$24M -9% 1.14% 102% 127 20.47%
GCA
4190
Gradient Capital Advisors
California
$249M +$14.2M +6% 6.29% 71% 142 4.93%
CWAF
4191
Core Wealth Advisors (Florida)
Florida
$249M -$1.54M -0.6% 5.02% 59.7% 281 24.2%
WWM
4192
Wiser Wealth Management
Georgia
$249M +$15M +6% 3.95% 46.7% 35 5.71%
JSC
4193
Jackson Square Capital
California
$249M +$25.6M +11% 13.1% 416% 131 32.82%
FLI
4194
Family Legacy Inc
South Carolina
$248M +$14.7M +6% 6.62% 87.8% 115 4.35%
NRCM
4195
Northern Right Capital Management
Connecticut
$248M +$50.6M +26% 13.9% 187% 28 32.14%
KA
4196
Kozak & Associates
Colorado
$248M +$25.2M +11% 12.1% 97.4% 367 10.35%
KTM
4197
Keeler Thomas Management
Utah
$248M +$34.8M +16% 3.79% 46.1% 72 25%
RWI
4198
Red Wave Investments
Pennsylvania
$247M +$6.52M +3% 5.27% 58% 94 5.32%
SA
4199
Shilanski & Associates
Alaska
$247M +$24.7M +11% 4.57% 84.2% 119 25.21%
SWMG
4200
Sanchez Wealth Management Group
Florida
$247M +$19.9M +9% 5.8% 56.9% 35 0%