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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
CWM
4801
Capital Wealth Management
Rhode Island
$241M +$7.73M +3% 41
WA
4802
Waterford Advisors
New York
$241M +$44.5M +23% 54
CJH
4803
Christopher J. Hasenberg
Wisconsin
$241M -$7.2M -3% 224
EFH
4804
Eaton Financial Holdings
Florida
$241M -$18.8M -7% 70
CCM
4805
Consolidated Capital Management
California
$241M +$11.5M +5% 51
OFA
4806
Oak Family Advisors
Illinois
$241M -$14.8M -6% 121
VM
4807
Valor Management
Illinois
$241M -$8.58M -3% 4
BO
4808
Bank OZK
Arkansas
$240M -$754K -0.3% 148
ECM
4809
Engle Capital Management
Connecticut
$240M -$93.9M -28% 30
TC
4810
TFR Capital
Texas
$240M +$38.9M +19% 154
AWA
4811
Acorn Wealth Advisors
Michigan
$240M -$1.98M -0.8% 241
LCC
4812
Lincoln Capital Corp
Rhode Island
$240M -$3.38M -1% 99
LFP
4813
Lakeshore Financial Planning
Michigan
$240M +$5.7M +2% 85
1CM
4814
14B Capital Management
California
$240M +$10.3M +4% 12
TPW
4815
Tiller Private Wealth
Pennsylvania
$240M +$4.14M +2% 60
SIMC
4816
Squire Investment Management Company
Utah
$240M +$12.7M +6% 70
WWM
4817
Waterway Wealth Management
Texas
$240M +$12.6M +6% 89
SW
4818
StrongBox Wealth
Missouri
$240M +$3.68M +2% 95
GFG
4819
Greenberg Financial Group
Arizona
$240M 110
PCM
4820
Presidio Capital Management
California
$240M +$53M +28% 81
MDCM
4821
Morgan Dempsey Capital Management
Wisconsin
$240M -$8.75M -4% 114
HIA
4822
HTG Investment Advisors
Connecticut
$240M +$21.1M +10% 69
BAMG
4823
Brand Asset Management Group
Missouri
$240M -$6.57M -3% 94
WIM
4824
WIM Investment Management
Hong Kong
$240M -$51.5M -18% 17
GWP
4825
Gen-Wealth Partners
Michigan
$240M +$6.94M +3% 678