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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
RWA
4926
Rooted Wealth Advisors
Illinois
$232M -$23.6M -9% 97
EWA
4927
Etesian Wealth Advisors
Oregon
$232M +$5.9M +3% 146
NC
4928
Nokomis Capital
Texas
$232M +$15.3M +7% 59
WWM
4929
Westwood Wealth Management
California
$232M -$44.9M -16% 50
RF
4930
Rossby Financial
Florida
$232M +$74M +47% 1,077
MCC
4931
Malaga Cove Capital
California
$231M -$23.4M -9% 215
SCM
4932
Stonebridge Capital Management
California
$231M -$12.9M -5% 85
EWP
4933
Elevation Wealth Partners
California
$231M -$5.36M -2% 520
DG
4934
Daventry Group
New York
$231M -$30.6M -12% 10
ACH
4935
Axis Capital Holdings
Bermuda
$231M -$158K -0.1% 3
SFS
4936
Searcy Financial Services
Kansas
$231M +$14.6M +7% 28
ACM
4937
Ardent Capital Management
Ohio
$231M +$11.3M +5% 46
ALC
4938
Alexander Labrunerie & Co
Missouri
$231M +$4.75M +2% 112
CPW
4939
Crestmont Private Wealth
Texas
$231M +$8.7M +4% 88
BHMP
4940
Bardin Hill Management Partners
New York
$231M +$52.8M +30% 42
AWS
4941
Arkfeld Wealth Strategies
Nebraska
$231M +$13M +6% 99
OWM
4942
OneAscent Wealth Management
Alabama
$231M -$11.8M -5% 168
NRC
4943
New Republic Capital
North Carolina
$231M +$77.5M +51% 258
HA
4944
Hanover Advisors
South Carolina
$231M -$7.76M -3% 97
FPGT
4945
Financial Partners Group (Tennessee)
Tennessee
$230M -$10.4M -4% 96
FPCG
4946
Forum Private Client Group
Indiana
$230M +$5.78M +3% 78
CFG
4947
Cambridge Financial Group
Ohio
$230M -$11.8M -5% 36
JCM
4948
Jacobsen Capital Management
Utah
$230M -$4.72M -2% 104
SWM
4949
Selective Wealth Management
Virginia
$230M -$16.5M -7% 109
BIMC
4950
Benson Investment Management Company
Virginia
$230M -$11M -5% 60