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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
TP
4901
Truvvo Partners
New York
$149M +$19.7M +15% 10.9% 21.1% 42 38.1%
VLC
4902
Van Leeuwen & Company
New Jersey
$149M +$20.9M +16% 16.1% 75.4% 77 40.26%
HA
4903
Harborview Advisors
Maine
$149M +$18.3M +14% 14% 27.1% 99 12.12%
VF
4904
Vest Financial
Virginia
$149M 11.8% 61.9% 65
VIM
4905
Vista Investment Management
Pennsylvania
$149M +$18.1M +14% 14.4% 54.4% 151 6.62%
HVP
4906
Hudson Value Partners
Florida
$149M 18.8% 124% 111
MWP
4907
Madison Wealth Partners
Wisconsin
$149M 10.3% 66.9% 55
APWA
4908
Atlas Private Wealth Advisors
New Jersey
$149M +$29.2M +24% 11% 51.6% 814 19.41%
WFA
4909
Wade Financial Advisory
California
$149M +$22.1M +17% 13.8% 15.9% 71 8.45%
CWA
4910
Clearview Wealth Advisors
Oregon
$149M 7.64% 45.2% 595
SHCM
4911
Stone House Capital Management
Florida
$149M +$28.8M +24% 24.1% 151% 4 0%
AC
4912
Avory & Company
Florida
$149M 41.6% 61.6% 14
NC
4913
Nixon Capital
Texas
$149M 26.6% 118% 35
SFG
4914
Sowa Financial Group
Rhode Island
$149M +$8.96M +6% 9.92% 77.7% 244 9.43%
SEP
4915
Southland Equity Partners
Missouri
$148M 10.9% 58.6% 126
VC
4916
Veery Capital
Delaware
$148M 11.8% 57.1% 67
MC
4917
MRJ Capital
New York
$148M +$18.9M +15% 17.6% 127% 52 11.54%
EWG
4918
Executive Wealth Group
Washington
$148M +$18M +14% 15.2% 14.9% 45 2.22%
IAMOG
4919
Investors Asset Management of Georgia
Georgia
$148M -$1.39M -0.9% 14.9% 113% 150 12.67%
JIC
4920
JRM Investment Counsel
Nebraska
$148M +$2.78M +2% 13.3% 65.5% 18 11.11%
MWM
4921
MBE Wealth Management
Wisconsin
$148M +$28.9M +24% 10.4% 60.9% 59 25.42%
NU
4922
Northwestern University
Illinois
$148M -$18M -11% 8.53% 31.6% 5 40%
TWS
4923
Thomas W. Smith
$148M -$13M -8% 2.07% 8 0%
DJYG
4924
David J. Yvars Group
Florida
$148M 12.8% 125% 79
LFPWM
4925
Leicht Financial Planning & Wealth Management
New Jersey
$148M +$12.9M +10% 8.75% 46.3% 21 4.76%