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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
IAS
5101
IMA Advisory Services
Colorado
$211M +$11.7M +6% 7.87% 74.5% 74 10.81%
MA
5102
Mezzasalma Advisors
New Jersey
$211M +$28M +15% 16.5% 194% 111 23.42%
EFA
5103
Evernest Financial Advisors
Indiana
$211M +$14.2M +7% 11.9% 134 15.67%
1W
5104
1776 Wealth
Georgia
$211M +$9.58M +5% 6.23% 90.4% 138 5.8%
BC
5105
Barrett & Company
Rhode Island
$211M +$26.6M +14% 11.3% 74.8% 640 7.66%
FNWM
5106
Financial Network Wealth Management
Utah
$211M -$19.8M -9% 10.5% 111 63.96%
VAS
5107
VR Advisory Services
Cayman Islands
$211M -$52.1M -20% 0.87% 89.7% 52 15.38%
SFMG
5108
Sage Financial Management Group
Virginia
$211M +$24.9M +13% 6.11% 47.3% 53 15.09%
LAM
5109
Lountzis Asset Management
Pennsylvania
$211M +$27.9M +15% 16.2% 144% 46 2.17%
PWM
5110
Prosperity Wealth Management
California
$211M +$57.2M +37% 13.5% 175% 212 52.36%
XSC
5111
X-Square Capital
Puerto Rico
$211M +$29.8M +16% 14.9% 158% 183 31.69%
CAGAS
5112
Capital Advisory Group Advisory Services
Minnesota
$211M +$24.3M +13% 10.2% 54.8% 146 2.74%
S
5113
Sachetta
Massachusetts
$211M +$6.06K +0% 7.13% 1,151 0.17%
SFG
5114
Sterling Financial Group
California
$211M +$42.1M +25% 4.8% 49.6% 68 14.71%
WAOTB
5115
Wealth Advisors of Tampa Bay
Florida
$210M +$11.4M +6% 5.8% 86.2% 86 12.79%
MF
5116
Montis Financial
Massachusetts
$210M +$42.3M +25% 5.31% 46% 84 14.29%
WGCA
5117
Wolf Group Capital Advisors
Virginia
$210M -$430K -0.2% 7.95% 28.2% 104 0.96%
CFGA
5118
Cambridge Financial Group (Arizona)
Arizona
$210M +$18.7M +10% 6.16% 130 9.23%
PWA
5119
PCG Wealth Advisors
Kansas
$210M +$31.3M +17% 8.46% 87% 119 18.49%
MC
5120
Magnitude Capital
New York
$210M -$15.4M -7% 6.82% 1 0%
RA
5121
Ruggaard & Associates
Ohio
$210M +$21.3M +11% 5.5% 47.6% 122 11.48%
BWM
5122
Biltmore Wealth Management
Arizona
$210M $0 0% 6.87% 55.6% 53 0%
TFCM
5123
Taylor Frigon Capital Management
Arizona
$210M +$10.7M +5% 10% 131% 89 6.74%
ATIA
5124
American Trust Investment Advisors
New Hampshire
$210M +$17.4M +9% 11.8% 91% 92 13.04%
HB
5125
Horizon Bancorp
Indiana
$210M +$5.37M +3% 2.18% 33.4% 252 5.95%