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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
EWP
5051
Elevation Wealth Partners
California
$253M +$21.9M +9% 8.23% 63.7% 504 4.96%
IIA
5052
ICW Investment Advisors
Arizona
$253M +$7.73M +3% 4% 45.3% 142 2.82%
AWS
5053
Arkfeld Wealth Strategies
Nebraska
$253M +$22.4M +10% 7.23% 83.9% 110 14.55%
RIA
5054
Realta Investment Advisors
Delaware
$253M +$33.6M +15% 18.9% 126% 347 20.75%
HAG
5055
HF Advisory Group
Maryland
$253M +$24.2M +11% 7.16% 64.2% 166 4.82%
FDS
5056
First Dallas Securities
Texas
$253M +$13.7M +6% 13.3% 134% 129 17.83%
S
5057
Sachetta
Massachusetts
$253M +$8.88M +4% 8.94% 1,207 16.65%
WCM
5058
Weik Capital Management
Pennsylvania
$253M +$6.99M +3% 5.69% 67.4% 93 4.3%
DAM
5059
Deepwater Asset Management
Minnesota
$253M +$16.3M +7% 24.6% 70.4% 22 13.64%
CLA
5060
Carnegie Lake Advisors
New Jersey
$253M +$6.19M +3% 4.82% 171 9.94%
MA
5061
MKT Advisors
California
$253M +$39.4M +18% 6.54% 49.2% 173 20.23%
RCS
5062
Retirement Capital Strategies
California
$252M -$3.75M -1% 6% 50.2% 86 36.05%
GSC
5063
G&S Capital
Colorado
$252M +$16.9M +7% 7.42% 77.2% 133 14.29%
BCM
5064
Beddow Capital Management
Wyoming
$252M -$14.9M -6% 1.14% 50.7% 57 3.51%
EWM
5065
Elmwood Wealth Management
California
$252M +$8.48M +3% 6.55% 37.6% 135 9.63%
S
5066
Sunpointe
Missouri
$252M +$64.4M +34% 14.6% 245 27.76%
1NWS
5067
1 North Wealth Services
Maryland
$252M +$35.9M +17% 5.43% 283 6.71%
GP
5068
Geneva Partners
Wisconsin
$252M +$58M +30% 22.4% 252% 76 26.32%
BBWP
5069
Beacon Bridge Wealth Partners
Pennsylvania
$252M +$17.6M +8% 8.44% 39.8% 93 15.05%
TWM
5070
Trinity Wealth Management
Pennsylvania
$252M +$32.9M +15% 8.1% 53.5% 64 18.75%
KC
5071
Kaleidoscope Capital
Massachusetts
$252M +$83.7M +50% 25.8% 9 0%
MFC
5072
Morris Financial Concepts
South Carolina
$252M +$13.6M +6% 8.53% 56.5% 203 5.42%
RA
5073
Rise Advisors
New York
$252M +$25.5M +11% 7.64% 58.9% 1,661 17.04%
GGI
5074
GPM Growth Investors
Michigan
$252M +$23.7M +10% 13.8% 44 4.55%
TBT
5075
Texas Bank & Trust
Texas
$252M +$15.2M +6% 9.07% 186 10.22%