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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
FCA
5126
Fortis Capital Advisors
Kansas
$171M -$16.4M -9% 11.9% 127% 660 85%
CWP
5127
Corepath Wealth Partners
Arizona
$170M +$11.1M +7% 3.21% 56% 43 9.3%
AWA
5128
Alta Wealth Advisors
Massachusetts
$170M +$11.8M +7% 8.77% 120% 142 10.56%
PWMG
5129
Provence Wealth Management Group
California
$170M +$20.1M +13% 11.5% 160 24.38%
NEPPG
5130
New England Professional Planning Group
Rhode Island
$170M +$4.77M +3% 4.85% 59% 40 5%
AFGAS
5131
Allegiance Financial Group Advisory Services
Virginia
$170M +$34.5M +25% 5.17% 62.6% 72 11.11%
RWM
5132
Ruedi Wealth Management
Illinois
$170M +$14.5M +9% 4.34% 44.9% 266 18.05%
CB
5133
CNB Bank
Pennsylvania
$170M +$5.7M +3% 6.59% 91.6% 494 13.16%
HWP
5134
Heritage Wealth Partners
Ohio
$170M +$43.5M +34% 2.23% 69 43.48%
PAM
5135
Peninsula Asset Management
Florida
$170M +$10.1M +6% 7.64% 44.1% 42 2.38%
TL
5136
Tradewinds LLC
North Carolina
$170M +$4.7M +3% 7.38% 128 25%
CLCM
5137
Center Lake Capital Management
Florida
$169M +$14.8M +10% 21.4% 98.3% 12 41.67%
PPWM
5138
PFG Private Wealth Management
Florida
$169M +$12.1M +8% 3.65% 48.3% 297 8.42%
FCCM
5139
First City Capital Management
Georgia
$169M -$1.61M -0.9% 5.16% 76.5% 180 11.67%
HWA
5140
Hillcrest Wealth Advisors
New Jersey
$169M +$640K +0.4% 4.72% 55% 48 2.08%
TIM
5141
Tikehau Investment Management
France
$169M -$24.1M -12% 6% 102% 17 11.76%
PS
5142
Planned Solutions
California
$169M +$11.4M +7% 5.39% 60.8% 82 7.32%
WCP
5143
Wick Capital Partners
Pennsylvania
$169M -$5.42M -3% 6.26% 60% 70 35.71%
VM
5144
Varde Management
Minnesota
$169M +$31.2M +23% 1.55% 149% 9 44.44%
VEA
5145
Virtus ETF Advisers
New York
$169M -$13M -7% 5.59% 177% 495 23.23%
FFG
5146
Fortem Financial Group
California
$169M +$15.2M +10% 8.95% 179% 174 25.86%
WAM
5147
WFA Asset Management
Wisconsin
$169M +$5.75M +4% 2.83% 60% 264 16.67%
AWP
5148
Accretive Wealth Partners
New Jersey
$169M +$12.3M +8% 5.81% 57.3% 117 2.56%
ANHIM
5149
Alan N. Hoffman Investment Management
Massachusetts
$169M +$27.4M +19% 19% 76.8% 13 7.69%
SCM
5150
Stonehill Capital Management
New York
$169M -$24.1M -13% 14.3% 117% 13 23.08%