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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
EW
4451
Elyxium Wealth
California
$361M +$73.8M +26% 5.4% 1,359 87.71%
LWM
4452
Luminvest Wealth Management
Arizona
$360M +$53.7M +17% 1.57% 53 18.87%
OCMH
4453
Oxbow Capital Management (HK)
Hong Kong
$360M -$210M -37% 33% 2,244% 13 53.85%
I
4454
InceptionR
California
$360M -$53.8M -13% 1.7% 62.9% 917 66.63%
CYG
4455
Clean Yield Group
Vermont
$360M +$6.43M +2% 3.08% 65% 429 7.23%
SL
4456
SWMG LLC
Texas
$360M +$29.5M +9% 1.88% 61.3% 126 17.46%
UB
4457
Umpqua Bank
Oregon
$360M +$2.21M +0.6% 4.19% 161 6.83%
STP
4458
Science & Technology Partners
New York
$360M +$871K +0.2% 20.8% 37 62.16%
VWM
4459
VCI Wealth Management
Missouri
$360M +$30M +9% 2.93% 139 38.85%
HWMO
4460
Heritage Wealth Management (Ohio)
Ohio
$360M +$19M +6% 3.48% 271 13.28%
BFS
4461
Bare Financial Services
Pennsylvania
$360M +$24.7M +7% 1.51% 1,724 30.39%
FAM
4462
Fulcrum Asset Management
United Kingdom
$359M -$1.28M -0.4% 4.59% 183 4.37%
ECA
4463
Endeavour Capital Advisors
Connecticut
$359M +$28.8M +9% 7.25% 105% 37 10.81%
SWA
4464
Strata Wealth Advisors
Texas
$359M -$19.4M -5% 2.19% 68.3% 104 17.31%
HC
4465
Headland Capital
South Carolina
$359M +$3.06M +0.9% 1.24% 77 19.48%
AWC
4466
Adamsbrown Wealth Consultants
Kansas
$359M -$3.77M -1% 2.05% 55.8% 127 11.02%
OGM
4467
OnyxPoint Global Management
New York
$359M -$442M -55% 2.57% 162% 48 62.5%
RBWA
4468
RFG - Bristol Wealth Advisors
Massachusetts
$359M +$12.7M +4% 2.25% 184 10.33%
MAM
4469
Montanaro Asset Management
United Kingdom
$359M -$41.6M -10% 4.35% 49.6% 43 9.3%
SWM
4470
SK Wealth Management
Rhode Island
$359M +$90.5M +34% 2.84% 90 20%
AFA
4471
Amicus Financial Advisors
Texas
$359M 0.91% 90
PC
4472
ParaFi Capital
New York
$358M -$103M -22% 25.2% 19 42.11%
WEG
4473
World Equity Group
Illinois
$358M -$82.3M -19% 3.28% 99% 394 29.19%
AA
4474
Argent Advisors
Louisiana
$358M +$19.1M +6% 3.8% 63.1% 178 12.92%
MKC
4475
M. Kraus & Co
Vermont
$358M +$17.6K +0% 3.18% 51.8% 85 4.71%