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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
DMBA
5176
Deseret Mutual Benefit Administrators
Utah
$200M +$26.3M +15% 7.81% 51.4% 487 2.05%
EPW
5177
Evergreen Private Wealth
Colorado
$200M +$14.1M +8% 6.39% 234 14.1%
JGCM
5178
Joseph Group Capital Management
Ohio
$200M +$27.3M +16% 6.51% 49.3% 88 12.5%
WF
5179
Warner Financial
Maryland
$200M +$22.1M +12% 7.47% 62.1% 109 8.26%
CWM
5180
Collaborative Wealth Management
Florida
$199M +$14.8M +8% 5.12% 35.8% 180 10.56%
AWG
5181
Altus Wealth Group
Colorado
$199M +$19M +11% 8.12% 68.6% 161 26.09%
LCM
5182
Leisure Capital Management
California
$199M +$14.3M +8% 8.52% 98% 144 18.06%
ACM
5183
Ardent Capital Management
Ohio
$199M +$8.36M +4% 10.5% 77.5% 47 6.38%
FI
5184
FIDELIS iM
Oregon
$199M +$13.4M +7% 4.56% 40.1% 18 11.11%
TW
5185
Towerpoint Wealth
California
$199M +$15.6M +9% 7.17% 62.4% 86 11.63%
W
5186
WorthPointe
California
$199M +$2.06M +1% 7.76% 51% 88 42.05%
LFA
5187
LifeGuide Financial Advisors
Pennsylvania
$199M +$9.34M +5% 2.22% 31% 45 13.33%
SN
5188
Sittner & Nelson
Oregon
$199M +$11.4M +6% 9.2% 79% 514 15.18%
AWM
5189
Act Wealth Management
Texas
$198M +$13M +7% 6.69% 66.7% 50 22%
CNBT
5190
Cornerstone National Bank & Trust
Illinois
$198M +$11.6M +6% 3.92% 33.9% 62 4.84%
CA
5191
Claris Advisors
Missouri
$198M +$17.6M +10% 7.08% 65.7% 59 15.25%
AI
5192
Acuitas Investments
Washington
$198M +$6.73M +4% 12.2% 180% 139 27.34%
LIA
5193
Luken Investment Analytics
Tennessee
$198M +$12.8M +7% 4.41% 47.6% 136 8.09%
BIG
5194
Boothe Investment Group
Delaware
$198M -$23.3M -11% 5.38% 59.8% 38 13.16%
SAM
5195
Silphium Asset Management
United Kingdom
$198M +$10.2M +5% 14.6% 107% 55 43.64%
WFS
5196
Weitzel Financial Services
Iowa
$198M +$11.6M +6% 4.9% 42.4% 43 13.95%
FCMI
5197
Foresite Capital Management IV
California
$198M +$40.5K +0% 5.39% 149% 5 0%
ACL
5198
APEIRON Capital Ltd
Hong Kong
$198M +$130M +191% 44.4% 105% 14 57.14%
OWIM
5199
Old West Investment Management
California
$198M +$3.25M +2% 3.29% 235% 55 32.73%
HSWM
5200
Hubbell Strickland Wealth Management
Louisiana
$198M +$14.9M +8% 7.87% 56.8% 81 12.35%