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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
LWA
4951
Lowe Wealth Advisors
Maryland
$220M +$4.79M +2% 2.47% 63.3% 336 14.88%
W
4952
WorthPointe
California
$219M +$20.7M +10% 0.73% 51% 76 21.05%
FC
4953
Fusion Capital
South Carolina
$219M +$638K +0.3% 3.01% 73.5% 75 5.33%
ECA
4954
Elevation Capital Advisory
Oregon
$219M 4.41% 40
NC
4955
Nixon Capital
Texas
$219M -$40.6M -16% 6.82% 102% 34 29.41%
SCA
4956
Sander Capital Advisors
Washington
$219M +$13.9M +7% 9.89% 68.8% 18 27.78%
CFGA
4957
Cambridge Financial Group (Arizona)
Arizona
$219M +$8.47M +4% 0.89% 128 5.47%
TCMP
4958
Thrive Capital Management (Pennsylvania)
Pennsylvania
$219M +$31.1M +17% 0.94% 43.2% 204 53.43%
NLP
4959
Next Level Private
New York
$219M +$822K +0.4% 1.92% 92.4% 141 12.77%
GWA
4960
GGM Wealth Advisors
Maryland
$219M +$3.92M +2% 2.1% 25.9% 143 13.99%
CCAM
4961
Codex Capital Asset Management
Texas
$218M 8.93% 37
CWM
4962
Capital Wealth Management
Rhode Island
$218M +$9.57M +5% 0.94% 46.7% 46 17.39%
CRI
4963
Commonwealth Retirement Investments
Virginia
$218M +$8.95M +4% 1.67% 70.1% 93 15.05%
CTEF
4964
Capital Today Evergreen Fund
Cayman Islands
$218M +$33.5M +18% 19.6% 31.3% 3 0%
MF
4965
Montis Financial
Massachusetts
$218M +$7.67M +4% 2.23% 44% 89 16.85%
BBWP
4966
Beacon Bridge Wealth Partners
Pennsylvania
$218M +$6.17M +3% 2.02% 39.8% 98 9.18%
GIA
4967
Goodwin Investment Advisory
Georgia
$218M +$5.8M +3% 3.26% 57% 51 41.18%
KAM
4968
Krensavage Asset Management
New York
$218M -$7.72M -3% 3.24% 113% 13 7.69%
KSWA
4969
Kathleen S. Wright Associates
Pennsylvania
$218M +$5.49M +3% 0.22% 66% 248 16.13%
PHAM
4970
Palisades Hudson Asset Management
Florida
$218M -$1.95M -0.9% 0.92% 53.9% 100 12%
T
4971
Tidemark
California
$217M +$38.2M +21% 1.99% 732 20.36%
HIM
4972
HGC Investment Management
Ontario, Canada
$217M -$62.9M -22% 0.67% 34.4% 117 29.91%
DWA
4973
Delap Wealth Advisory
Oregon
$217M -$30.1M -12% 1.48% 56% 293 70.31%
AIM
4974
Astor Investment Management
Illinois
$217M -$34.5M -14% 0.84% 23.3% 38 42.11%
MAM
4975
Mirabaud Asset Management
United Kingdom
$217M -$30.3M -12% 5.31% 53 22.64%