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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
CA
5276
Calton & Associates
Florida
$226M -$35.4M -14% 1.08% 73.9% 291 50.86%
CWA
5277
Cura Wealth Advisors
Illinois
$226M 1.5% 96
EWA
5278
Etesian Wealth Advisors
Oregon
$226M +$5.2M +2% 0.01% 54.8% 146 7.53%
BWG
5279
Beta Wealth Group
California
$226M +$4.27M +2% 0.22% 45.4% 115 14.78%
CCAM
5280
Codex Capital Asset Management
Texas
$226M +$583K +0.3% 4.28% 36 2.78%
AWG
5281
Altus Wealth Group
Colorado
$226M -$7.84M -3% 1.25% 68.6% 155 14.84%
FF
5282
Fluent Financial
Texas
$226M +$18.2M +9% 3.43% 42.5% 79 44.3%
HBW
5283
Hazlett, Burt & Watson
West Virginia
$226M +$8.57M +4% 0.75% 97.1% 791 11.88%
SSW
5284
Smith Shellnut Wilson
Mississippi
$226M +$4.68M +2% 0.09% 90.2% 154 10.39%
CCM
5285
Conway Capital Management
California
$226M +$19.9M +10% 11.5% 139% 49 6.12%
LWMNY
5286
Landmark Wealth Management (New York)
New York
$226M -$4.09M -2% 2.45% 37.9% 77 3.9%
RSC
5287
Red Spruce Capital
Pennsylvania
$225M +$5.39M +2% 0.6% 93.3% 92 13.04%
LVIA
5288
Lind Value II ApS
Denmark
$225M -$7.71M -3% 9.19% 8 62.5%
OAP
5289
One Advisory Partners
Kansas
$225M -$2.57M -1% 1.47% 54.2% 48 10.42%
PW
5290
Potentia Wealth
California
$225M 2.69% 97
JPLA
5291
Joseph P. Lucia & Associates
New York
$225M +$7.83M +4% 2.13% 74.3% 151 13.25%
RW
5292
Rockport Wealth
Ohio
$225M -$150M -40% 1.51% 77 23.38%
TIA
5293
Tiemann Investment Advisors
California
$225M -$6.9M -3% 0.43% 77% 202 7.43%
OAM
5294
Oxford Asset Management
United Kingdom
$225M +$105M +87% 0.37% 640 85.47%
SHCM
5295
Silver Heights Capital Management
Ontario, Canada
$225M -$14.2M -6% 5% 39.8% 5 20%
BFF
5296
Byrne Financial Freedom
Massachusetts
$225M 6.84% 99
CFM
5297
Capricorn Fund Managers
United Kingdom
$225M +$76.2M +51% 16.4% 169% 78 48.72%
FPCG
5298
Forum Private Client Group
Indiana
$225M -$516K -0.2% 2.01% 47.9% 79 11.39%
CPW
5299
Catalyst Private Wealth
California
$225M +$20.7M +10% 19% 103% 87 9.2%
AFS
5300
Access Financial Services
Minnesota
$225M +$6.5M +3% 0.46% 44.8% 108 11.11%