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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
FW
5101
FullCircle Wealth
Texas
$223M +$18.9M +9% 6.27% 192 15.63%
RC
5102
Raine Capital
New York
$223M +$17.6M +9% 9.3% 56.6% 5 0%
NMC
5103
Nine Masts Capital
Hong Kong
$223M -$111M -33% 4.57% 76.5% 184 63.04%
ICM
5104
IMS Capital Management
Oregon
$223M +$7.95M +4% 6.94% 119% 145 4.14%
GCM
5105
Gibraltar Capital Management
Oklahoma
$223M +$1.49M +0.7% 4.07% 56.6% 56 23.21%
TFA
5106
TPG Financial Advisors
Oregon
$222M +$10.9M +5% 5.88% 72 11.11%
BWG
5107
Beta Wealth Group
California
$222M +$10.8M +5% 4.69% 45.4% 111 12.61%
SSI
5108
SVF Sponsor III
California
$222M -$97.9M -31% 30.6% 133% 1 0%
ORG
5109
Optimist Retirement Group
Washington
$222M +$31.3M +16% 6.12% 135 26.67%
JAM
5110
JW Asset Management
Florida
$221M -$21.2M -9% 2.22% 126% 17 47.06%
ARC
5111
Advisor Resource Council
Texas
$221M +$167M +305% 5.53% 74.7% 265 81.89%
WFA
5112
WMG Financial Advisors
Tennessee
$221M +$32.4M +17% 7.27% 68% 178 13.48%
CNBT
5113
Cornerstone National Bank & Trust
Illinois
$221M +$17.6M +9% 5.71% 33.9% 167 63.47%
SSW
5114
Smith Shellnut Wilson
Mississippi
$221M +$15.2M +7% 7.54% 92.2% 152 12.5%
MWM
5115
MTC Wealth Management
Florida
$221M +$11.1M +5% 6.04% 23% 14 0%
CWM
5116
Collaborative Wealth Management
Florida
$221M +$16.5M +8% 6.07% 35.8% 178 5.06%
PCA
5117
Prospect Capital Advisors
California
$221M -$16M -7% 9.11% 136% 28 21.43%
NME
5118
Notis-McConarty Edward
$221M -$33.5M -13% 6.82% 65.2% 90 5.56%
MIM
5119
Meros Investment Management
Texas
$221M +$9.51M +4% 7.31% 52.4% 44 20.45%
EWA
5120
Etesian Wealth Advisors
Oregon
$221M +$42.9M +24% 6.27% 54.8% 143 21.68%
PFSC
5121
Peoples Financial Services Corp
Pennsylvania
$221M -$389K -0.2% 6.61% 93% 256 1.95%
GCC
5122
Game Creek Capital
Massachusetts
$221M +$25.2M +13% 2.98% 108% 83 32.53%
SICM
5123
Sustainable Insight Capital Management
New York
$221M +$21M +11% 5.71% 106% 95 46.32%
AAG
5124
Avalon Advisory Group
Pennsylvania
$221M +$10.7M +5% 5.68% 41.4% 15 0%
FI
5125
FIDELIS iM
Oregon
$220M +$16.8M +8% 7.11% 40.1% 22 18.18%