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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
E
5351
EnerVest
Texas
$177M -$13.4M -7% 7.07% 20.5% 1 0%
RFS
5352
Retirement Financial Solutions
Tennessee
$177M +$28.2M +19% 9.7% 50% 47 19.15%
NLP
5353
Next Level Private
New York
$176M +$25.7M +17% 10.5% 92.4% 111 11.71%
CHA
5354
Cooper/Haims Advisors
New York
$176M +$47.9M +37% 8.39% 53.1% 86 17.44%
AWMT
5355
AAFMAA Wealth Management & Trust
North Carolina
$176M +$68.7M +64% 12.7% 58.8% 61 27.87%
USB
5356
Union Savings Bank
Connecticut
$176M +$15.9M +10% 9.58% 312 6.09%
AGM
5357
Aragon Global Management
Florida
$176M 17.6% 15
LC
5358
Lavaca Capital
Texas
$176M -$121M -41% 10.9% 46.5% 149 42.28%
WSWA
5359
Warren Street Wealth Advisors
California
$176M +$25M +17% 8.49% 75.7% 90 11.11%
PWG
5360
Private Wealth Group
Florida
$176M +$23.6M +15% 8.7% 48.2% 56 8.93%
IF
5361
IRON Financial
Illinois
$176M +$3.93M +2% 7.5% 51.4% 103 10.68%
PCMK
5362
Paragon Capital Management (Kansas)
Kansas
$176M +$6.12M +4% 10% 87.5% 58 15.52%
MPPW
5363
Mitchell & Pahl Private Wealth
Oklahoma
$176M +$7.65M +5% 10.6% 75.2% 151 7.28%
GXJ
5364
Global X Japan
Japan
$176M 10.9% 256
BP
5365
BCK Partners
New York
$176M +$15.8M +10% 8.7% 44.6% 28 0%
FMI
5366
F/M Investments
District of Columbia
$176M +$42M +31% 11.3% 101% 99 36.36%
DWMG
5367
DB Wealth Management Group
California
$176M +$17.6M +11% 10.7% 19% 387 8.53%
LA
5368
Lindenwold Advisors
Pennsylvania
$176M +$15.4M +10% 10.6% 75% 122 15.57%
1CM
5369
1492 Capital Management
Wisconsin
$176M +$20.7M +13% 10.9% 332% 116 36.21%
NEPPG
5370
New England Professional Planning Group
Rhode Island
$176M +$14.5M +9% 10.4% 59% 45 13.33%
MSWM
5371
Mader & Shannon Wealth Management
Missouri
$176M +$23.7M +16% 7.48% 53.1% 12 8.33%
BDFN
5372
Bond & Devick Financial Network
Minnesota
$176M +$20.3M +13% 10.2% 41.2% 143 11.19%
AMR
5373
Asset Management Resources
Massachusetts
$176M +$14.7M +9% 7.65% 64 18.75%
AGP
5374
Autumn Glory Partners
Texas
$176M +$11.8M +7% 8.37% 69.5% 175 18.29%
AA
5375
ACT Advisors
North Carolina
$175M +$13.9M +9% 10.5% 69.8% 51 41.18%