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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
IGYL
5026
I.G.Y. Ltd
United Kingdom
$220M +$11.8M +6% 8.03% 81.2% 3 0%
AFS
5027
Access Financial Services
Minnesota
$220M -$3.71M -2% 0.59% 44.8% 102 12.75%
DFG
5028
Dupree Financial Group
Kentucky
$220M -$4.65M -2% 0.07% 75 32%
BWG
5029
Balanced Wealth Group
Ohio
$220M -$4.64M -2% 2.17% 72 8.33%
HI
5030
Hyundai Investments
South Korea
$220M -$47.7M -18% 17.8% 74.8% 1 0%
WU
5031
Washington University
Missouri
$220M -$50.7M -19% 7.63% 44% 5 40%
AAM
5032
Ameraudi Asset Management
New York
$220M +$4.91M +2% 0.48% 47.1% 60 21.67%
LWA
5033
Lowe Wealth Advisors
Maryland
$220M +$4.79M +2% 2.47% 63.3% 336 14.88%
W
5034
WorthPointe
California
$219M +$20.7M +10% 0.73% 59.7% 76 21.05%
FC
5035
Fusion Capital
South Carolina
$219M +$638K +0.3% 3.01% 100% 75 5.33%
ECA
5036
Elevation Capital Advisory
Oregon
$219M 4.41% 40
NC
5037
Nixon Capital
Texas
$219M -$40.6M -16% 6.82% 118% 34 29.41%
SCA
5038
Sander Capital Advisors
Washington
$219M +$13.9M +7% 9.89% 68.8% 18 27.78%
CFGA
5039
Cambridge Financial Group (Arizona)
Arizona
$219M +$8.47M +4% 0.89% 128 5.47%
TCMP
5040
Thrive Capital Management (Pennsylvania)
Pennsylvania
$219M +$31.1M +17% 0.94% 58.2% 204 53.43%
NLP
5041
Next Level Private
New York
$219M +$822K +0.4% 1.92% 92.4% 141 12.77%
GWA
5042
GGM Wealth Advisors
Maryland
$219M +$3.92M +2% 2.1% 25.9% 143 13.99%
CCAM
5043
Codex Capital Asset Management
Texas
$218M 8.93% 37
CWM
5044
Capital Wealth Management
Rhode Island
$218M +$9.57M +5% 0.94% 46.7% 46 17.39%
CRI
5045
Commonwealth Retirement Investments
Virginia
$218M +$8.95M +4% 1.67% 84.4% 93 15.05%
CTEF
5046
Capital Today Evergreen Fund
Cayman Islands
$218M +$33.5M +18% 19.6% 23.7% 3 0%
MF
5047
Montis Financial
Massachusetts
$218M +$7.67M +4% 2.23% 46% 89 16.85%
BBWP
5048
Beacon Bridge Wealth Partners
Pennsylvania
$218M +$6.17M +3% 2.02% 52% 98 9.18%
GIA
5049
Goodwin Investment Advisory
Georgia
$218M +$5.8M +3% 3.26% 60.8% 51 41.18%
KAM
5050
Krensavage Asset Management
New York
$218M -$7.72M -3% 3.24% 124% 13 7.69%