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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
WTFG
4326
Wells Trecaso Financial Group
Ohio
$200M +$18M +10% 11.6% 108% 93 19.35%
APGDR
4327
Absoluto Partners Gestao de Recursos
Brazil
$200M -$46M -19% 0.33% 174% 25 16%
CCC
4328
Chelsea Counsel Company
California
$200M +$38.1M +23% 10.4% 94.6% 173 59.54%
V
4329
VeraBank
Texas
$200M +$41.5M +26% 11.7% 51% 131 11.45%
AI
4330
Atom Investors
Texas
$200M -$84.2M -30% 8.36% 63.4% 366 65.85%
DWM
4331
Drive Wealth Management
Utah
$200M +$94.9M +90% 8.36% 94.4% 269 46.47%
SFG
4332
Steward Financial Group
Texas
$200M +$64.8M +48% 8.5% 897 96.1%
ECU
4333
Eisler Capital (US)
New York
$200M 4.26% 22
PI
4334
Pennant Investors
New Jersey
$200M +$24.9M +14% 0.79% 359% 19 26.32%
GWM
4335
Gitterman Wealth Management
New Jersey
$200M +$103M +106% 2.24% 33% 96 42.71%
OH
4336
Oikos Holdings
New York
$200M -$73.3M -27% 6.17% 5.54% 11 36.36%
AA
4337
AlphaMark Advisors
Kentucky
$199M -$2.56M -1% 7.2% 26.4% 785 31.21%
TAM
4338
Townsend Asset Management
North Carolina
$199M +$21.7M +12% 9.09% 77% 209 13.4%
UFA
4339
US Financial Advisors
Massachusetts
$199M +$20.7M +12% 6.21% 12.6% 88 48.86%
OWM
4340
Olympus Wealth Management
Utah
$199M -$32.6M -14% 10.4% 43.1% 16 12.5%
EFG
4341
Everhart Financial Group
Ohio
$199M +$18.4M +10% 7.64% 113% 231 34.63%
OGC
4342
Oak Grove Capital
New Hampshire
$199M -$97.2M -33% 2.86% 236% 63 26.98%
CM
4343
Crystalline Management
Canada
$199M 8.76% 141
RFN
4344
RDA Financial Network
Iowa
$199M +$15.7M +9% 8.16% 82.1% 229 20.09%
KAS
4345
Kemnay Advisory Services
New York
$199M -$113M -36% 1.58% 153% 35 37.14%
DFG
4346
Delphi Financial Group
Delaware
$199M +$31.5M +19% 5.78% 48.5% 33 24.24%
MGM
4347
Miura Global Management
New York
$199M +$31.9M +19% 14.7% 375% 21 28.57%
ACM
4348
Avalon Capital Management
California
$199M -$10.2M -5% 1.6% 151% 63 23.81%
NAM
4349
NewGen Asset Management
Ontario, Canada
$199M +$27.6M +16% 13.1% 391% 38 68.42%
EE
4350
EWG Elevate
California
$199M +$21.2M +12% 5.58% 76% 836 91.27%