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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
ACM
5251
Azarias Capital Management
Pennsylvania
$252M +$32.5M +15% 22.6% 93.1% 25 8%
TC
5252
TAGStone Capital
North Carolina
$252M +$10M +4% 6.12% 50.8% 120 8.33%
CWA
5253
Crux Wealth Advisors
California
$252M +$17.5M +7% 6.18% 172 6.4%
AWMNH
5254
Arcadia Wealth Management (New Hampshire)
New Hampshire
$252M +$23.3M +10% 6.04% 50.2% 65 15.38%
AWMT
5255
AAFMAA Wealth Management & Trust
North Carolina
$252M +$10.2M +4% 4.6% 58.8% 82 0%
OIA
5256
Optimum Investment Advisors
Illinois
$252M +$21.8M +9% 11.4% 125% 631 5.55%
WIM
5257
Wittenberg Investment Management
Massachusetts
$252M +$23M +10% 15.9% 86.2% 78 6.41%
LWMNY
5258
Landmark Wealth Management (New York)
New York
$252M +$17M +7% 4.76% 25.3% 89 6.74%
DCM
5259
Decatur Capital Management
Georgia
$252M +$23.5M +10% 14.1% 132% 43 18.6%
FA
5260
Fedenia Advisers
Wisconsin
$252M +$40.2M +19% 14.2% 186 37.63%
VWM
5261
Vivid Wealth Management
Iowa
$252M +$24M +11% 8.75% 71 18.31%
KIG
5262
Kennedy Investment Group
New Jersey
$252M +$16.1M +7% 8.23% 84.8% 144 9.72%
DI
5263
Disciplined Investments
Oklahoma
$251M +$15.1M +6% 5.15% 41.9% 132 7.58%
DAM
5264
Deepwater Asset Management
Minnesota
$251M -$1.36M -0.5% 6.21% 70.4% 33 45.45%
SIP
5265
Sellwood Investment Partners
Oregon
$251M +$41.9M +20% 5.35% 107 54.21%
PAG
5266
Powers Advisory Group
Illinois
$251M +$23.7M +10% 4.9% 44.1% 121 4.96%
SIAS
5267
Summit Investment Advisory Services
Minnesota
$251M +$21.1M +9% 7.01% 68.3% 77 9.09%
SLA
5268
Silver Lake Advisory
Utah
$251M +$16.3M +7% 6.92% 70.9% 109 9.17%
EC
5269
ECP ControlCo
New Jersey
$251M +$35.7M +17% 12.8% 35.8% 4 0%
DA
5270
Dover Advisors
Virginia
$251M +$23.8M +10% 7.29% 60% 175 12.57%
SCM
5271
Spreng Capital Management
Ohio
$251M +$8.85M +4% 7.21% 72.5% 79 7.59%
A
5272
Argentarii
Ohio
$251M +$32.7M +15% 11.6% 174 15.52%
AFO
5273
Arrowroot Family Office
California
$251M +$27.5M +12% 5.9% 149 12.75%
ECA
5274
Elevation Capital Advisory
Oregon
$250M +$899K +0.4% 6.38% 82 59.76%
OGF
5275
Orin Green Financial
California
$250M +$13.9M +6% 6.28% 53.3% 88 11.36%