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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
AEM
4801
ACON Equity Management
District of Columbia
$180M -$38.6M -18% 14.4% 32.1% 1 0%
SWMG
4802
Signature Wealth Management Group
Georgia
$180M +$352K +0.2% 1.21% 78 6.41%
BWM
4803
BCGM Wealth Management
Indiana
$180M +$10.9M +6% 0.19% 54.9% 102 5.88%
HFG
4804
Heron Financial Group
New York
$180M +$4.46M +3% 0.99% 47.5% 149 6.71%
SLWA
4805
San Luis Wealth Advisors
California
$180M 0.52% 58.8% 154
RCP
4806
Rho Capital Partners
New York
$179M -$913M -84% 19.9% 7 28.57%
EW
4807
Emerson Wealth
Michigan
$179M -$2.16M -1% 1.14% 18.1% 44 15.91%
ECM
4808
EMC Capital Management
Texas
$179M +$3.03M +2% 2.43% 137 18.25%
CWP
4809
Curated Wealth Partners
California
$179M -$4.54M -2% 1.57% 48.7% 151 7.28%
HWM
4810
Howard Wealth Management
Connecticut
$179M -$2.9M -2% 0.81% 60.3% 130 3.85%
GWM
4811
Gray Wealth Management
Maine
$179M +$5.17M +3% 0.42% 22.1% 123 5.69%
SCP
4812
Stamos Capital Partners
California
$179M -$10.9M -6% 0.37% 36.7% 47 12.77%
DRS
4813
Deane Retirement Strategies
Louisiana
$179M -$3.07M -2% 2.04% 64.7% 62 19.35%
BOCM
4814
Bontempo Ohly Capital Management
Maryland
$179M -$5.51M -3% 1.84% 49.6% 32 0%
HA
4815
Harborview Advisors
Maine
$179M -$88K -0% 1.77% 27.1% 107 5.61%
IC
4816
Innealta Capital
Texas
$179M -$18M -9% 2.1% 63.7% 62 16.13%
EBA
4817
Eagle Bay Advisors
New York
$178M +$54M +43% 1.81% 78.4% 1,212 26.24%
ACM
4818
Avalon Capital Management
California
$178M +$59.7M +50% 0.59% 151% 57 64.91%
SW
4819
StrongBox Wealth
Missouri
$178M +$3.76M +2% 0.55% 57.8% 104 10.58%
FNBOH
4820
First National Bank of Hutchinson
Kansas
$178M -$15M -8% 0.21% 121% 135 17.04%
MPW
4821
Monterey Private Wealth
California
$178M +$3.92M +2% 0.25% 29.8% 102 7.84%
ACM
4822
Axel Capital Management
New York
$178M +$2.27M +1% 0.57% 194% 39 33.33%
NAM
4823
NewGen Asset Management
Ontario, Canada
$178M -$86.8M -33% 0.59% 402% 61 73.77%
MA
4824
Mezzasalma Advisors
New Jersey
$178M -$3.5M -2% 6.29% 194% 104 9.62%
TA
4825
TrueWealth Advisors
Alabama
$178M +$6.44M +4% 0.3% 58.5% 147 16.33%