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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
FI
4976
FIDELIS iM
Oregon
$153M +$9.83M +7% 6.58% 40.1% 23 8.7%
GBWM
4977
Granite Bay Wealth Management
New Hampshire
$153M +$28.9M +23% 6.06% 41.9% 71 26.76%
HHGC
4978
Hunting Hill Global Capital
New York
$153M -$15.3M -9% 2.02% 132% 132 61.36%
AFA
4979
Abacus FCF Advisors
Florida
$153M +$8.14M +6% 11.7% 142% 159 24.53%
RPCONE
4980
Retirement Planning Company of New England
Rhode Island
$153M +$14.9M +11% 10.8% 90.1% 238 15.13%
GECH
4981
Garnet Equity Capital Holdings
New York
$153M +$111M +266% 14.7% 230% 40 55%
AWA
4982
ARQ Wealth Advisors
Arizona
$153M +$23.8M +18% 9.7% 53.3% 52 13.46%
EPIM
4983
Equinox Partners Investment Management
Connecticut
$153M +$28.7M +23% 22.7% 284% 11 9.09%
TA
4984
Tactive Advisors
Florida
$153M 8.16% 41
AIM
4985
Aspen Investment Management
Michigan
$153M +$3.08M +2% 8.74% 84.9% 135 12.59%
JWBC
4986
John W. Brooker & Co
California
$153M -$2.69M -2% 5.47% 38.4% 200 70.5%
DCM
4987
DGS Capital Management
New Jersey
$153M +$3.23M +2% 5.07% 177% 240 22.5%
TCMP
4988
Thrive Capital Management (Pennsylvania)
Pennsylvania
$153M +$5.14M +3% 7.73% 43.2% 121 14.05%
OCA
4989
Otter Creek Advisors
Florida
$153M +$30M +24% 11.3% 173% 58 55.17%
MA
4990
MBA Advisors
Pennsylvania
$153M +$14.6M +11% 8.93% 58.3% 128 9.38%
XC
4991
XY Capital
Hong Kong
$153M 16.9% 44.3% 70
LFA
4992
Level Financial Advisors
New York
$153M +$17.2M +13% 6.41% 41.5% 310 24.84%
CWA
4993
Clarus Wealth Advisors
Arizona
$153M +$12.4M +9% 8.79% 127 25.2%
PM
4994
Phraction Management
Connecticut
$152M +$20M +15% 8.32% 89.7% 52 19.23%
MPPW
4995
Mitchell & Pahl Private Wealth
Oklahoma
$152M +$17.1M +13% 13.2% 75.2% 156 5.77%
HGWM
4996
Harvest Group Wealth Management
Massachusetts
$152M +$2.03M +1% 5.38% 28.1% 203 9.85%
IRAG
4997
Investment Research & Advisory Group
Georgia
$152M +$18.7M +14% 8.65% 88.6% 195 12.31%
RCA
4998
Rex Capital Advisors
Rhode Island
$152M +$17.5M +13% 8.3% 7.31% 26 34.62%
WAM
4999
WFA Asset Management
Wisconsin
$152M +$11.9M +8% 9.73% 60% 247 11.74%
CWM
5000
Collaborative Wealth Management
Florida
$152M +$10.9M +8% 6.49% 35.8% 181 11.05%