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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
FF
5026
Fluent Financial
Texas
$230M +$3.5M +2% 1.23% 42.5% 77 42.86%
PWA
5027
Phoenix Wealth Advisors
North Carolina
$229M -$1.07M -0.5% 0.34% 55% 125 4.8%
ECA
5028
Elevation Capital Advisory
Oregon
$229M -$4.09M -2% 1.09% 80 63.75%
SLA
5029
Silver Lake Advisory
Utah
$229M +$1.81M +0.8% 2.26% 70.9% 101 6.93%
LBWM
5030
Left Brain Wealth Management
Illinois
$229M -$35.6M -13% 4.61% 357% 106 28.3%
HAG
5031
HF Advisory Group
Maryland
$229M +$11.3M +5% 1.77% 64.2% 162 3.09%
LA
5032
LFL Advisers
Illinois
$229M -$28.2M -11% 3.61% 63.5% 9 11.11%
MFG
5033
Monte Financial Group
Connecticut
$228M -$5.11M -2% 0.16% 55% 90 15.56%
RA
5034
Ruggaard & Associates
Ohio
$228M +$267K +0.1% 1.76% 39.1% 117 7.69%
WF
5035
Wayfinding Financial
Washington
$228M +$41.2M +22% 1.53% 58.7% 742 81.67%
TLA
5036
Tanglewood Legacy Advisors
Texas
$228M -$5.74M -2% 2.92% 53.1% 312 10.26%
GGI
5037
GPM Growth Investors
Michigan
$228M -$8.53M -4% 3.79% 46 10.87%
GBI
5038
GP Brinson Investments
Illinois
$228M -$14.3M -6% 0.2% 45.5% 16 6.25%
EAM
5039
Eukles Asset Management
Ohio
$228M -$6.82M -3% 3.61% 69.7% 233 5.58%
GAMC
5040
Garner Asset Management Corp
Texas
$228M +$6.42M +3% 1.51% 68.1% 168 20.24%
BWS
5041
BCR Wealth Strategies
Alabama
$228M +$13.9M +7% 0.15% 34.4% 27 7.41%
OWM
5042
Olympus Wealth Management
Utah
$228M -$46.9M -17% 0.11% 43.1% 20 15%
HOWA
5043
Heritage Oak Wealth Advisors
Florida
$228M +$14.7M +7% 2.8% 92 42.39%
BWM
5044
Baron Wealth Management
Michigan
$228M +$15.1M +7% 1.56% 86.8% 238 30.67%
BFA
5045
Buttonwood Financial Advisors
Maryland
$228M +$62.4K +0% 0.85% 66.3% 99 5.05%
VCM
5046
Verger Capital Management
North Carolina
$227M +$26.7M +13% 2.26% 53.1% 14 0%
AW
5047
Alteri Wealth
California
$227M -$134M -37% 2.36% 267 14.23%
RP
5048
Repertoire Partners
New York
$227M -$25M -10% 26.1% 37.5% 25 80%
NMC
5049
New Mountain Capital
New York
$227M -$68M -23% 23.1% 67.2% 1 0%
LK
5050
Lumbard & Kellner
New Hampshire
$227M -$5.86M -3% 5.37% 105% 91 23.08%