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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
CWA
4926
Clarus Wealth Advisors
Arizona
$160M +$9.21M +6% 7.28% 144 18.75%
NWM
4927
Northwest Wealth Management
Iowa
$159M +$14.6M +10% 7.77% 63.4% 111 8.11%
HGWM
4928
Harvest Group Wealth Management
Massachusetts
$159M -$8.11M -5% 1.58% 28.1% 838 97.14%
AC
4929
Amitell Capital
Singapore
$159M -$5.19M -3% 9.48% 196% 58 29.31%
JF
4930
JSF Financial
California
$159M +$16.2M +11% 4.24% 79% 105 20%
OKSA
4931
O'Keefe Stevens Advisory
New York
$159M +$13.4M +9% 14.3% 216% 41 12.2%
CCC
4932
Cincinnati Casualty Company
Ohio
$159M +$13M +9% 7.91% 56% 26 3.85%
JWS
4933
Juncture Wealth Strategies
Arizona
$159M +$945K +0.6% 6.74% 71.5% 126 34.13%
LFWA
4934
LBJ Family Wealth Advisors
Texas
$159M +$5.21M +3% 5.51% 59% 20 5%
ICM
4935
IMS Capital Management
Oregon
$159M -$1.53M -1% 7.5% 119% 146 27.4%
1W
4936
1776 Wealth
Georgia
$159M -$1.08M -0.7% 1.97% 90.4% 124 16.13%
MWM
4937
MorganRosel Wealth Management
Colorado
$159M +$16.6M +12% 8.67% 67.5% 91 34.07%
JP
4938
JNE Partners
United Kingdom
$159M +$77.1M +95% 12.2% 100% 9 55.56%
CIM
4939
Chapman Investment Management
California
$159M +$4.87M +3% 1.23% 44% 43 23.26%
EF
4940
Exeter Financial
Arizona
$159M +$14.4M +10% 7.8% 50.4% 80 6.25%
PE
4941
Point72 Europe
United Kingdom
$158M -$6.88M -4% 12.8% 95.4% 44 70.45%
WFA
4942
Wade Financial Advisory
California
$158M +$9.22M +6% 5.56% 15.9% 69 1.45%
TGI
4943
TRV GP II
Massachusetts
$158M +$14.7M +10% 28.7% 20.8% 3 0%
VC
4944
Veery Capital
Delaware
$158M +$9.87M +7% 3.77% 57.1% 73 10.96%
RIA
4945
Recurrent Investment Advisors
Texas
$158M +$23.3M +17% 24.8% 99.7% 44 2.27%
ACM
4946
Axar Capital Management
New York
$158M -$61.3M -28% 27.8% 680% 2 0%
RC
4947
Ronit Capital
United Kingdom
$158M -$15.9M -9% 5.5% 80 50%
SFS
4948
Searcy Financial Services
Kansas
$158M -$9.5M -6% 4.26% 58.5% 20 15%
SIAM
4949
Sterling Investment Advisors (Missouri)
Missouri
$158M +$6.9M +5% 3.81% 37.8% 27 0%
CWM
4950
Curi Wealth Management
North Carolina
$158M +$19.5M +14% 5.29% 16.2% 537 83.43%