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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
WF
5451
Wayfinding Financial
Washington
$224M -$4.64M -2% 11.5% 68.3% 744 80.51%
AWA
5452
Adapt Wealth Advisors
Georgia
$224M +$18.6M +9% 7.13% 63 9.52%
CCM
5453
Conway Capital Management
California
$224M +$23.5M +12% 15.9% 139% 49 12.24%
TA
5454
TKG Advisors
Indiana
$223M +$20.5M +10% 8.62% 104% 98 21.43%
MRI
5455
Mad River Investors
Massachusetts
$223M -$12.8M -5% 1.2% 225% 25 4%
DRS
5456
Deane Retirement Strategies
Louisiana
$223M +$13.4M +6% 5.46% 64.7% 83 38.55%
GL
5457
GHE LLC
Tennessee
$223M +$2.15M +1% 27.2% 188% 56 37.5%
GCA
5458
Genesee Capital Advisors
New York
$223M +$23.1M +12% 11.5% 101% 125 9.6%
AFO
5459
Arrowroot Family Office
California
$223M 6.25% 137
EIA
5460
Eastover Investment Advisors
North Carolina
$223M +$16.1M +8% 15.5% 102% 48 10.42%
DWM
5461
Dopkins Wealth Management
New York
$223M +$26.3M +13% 8.54% 64.4% 88 11.36%
EMCIP
5462
Ewing Morris & Co Investment Partners
Ontario, Canada
$223M -$93.9M -30% 23.3% 63.5% 119 38.66%
KW
5463
Keyvantage Wealth
Pennsylvania
$223M +$17.3M +8% 9.42% 99 9.09%
MCMC
5464
Matrix Capital Management Company
New Hampshire
$223M -$124M -36% 3.01% 245% 4 0%
AB
5465
ANB Bank
Colorado
$223M -$1.07M -0.5% 7.75% 136 22.79%
BMCM
5466
Black Maple Capital Management
Wisconsin
$223M +$43.7M +24% 10.7% 35.7% 120 41.67%
BWA
5467
BCU Wealth Advisors
Illinois
$223M +$30.5M +16% 8.07% 61 26.23%
GFP
5468
Guardian Financial Partners
California
$223M +$13.6M +7% 4.93% 50.2% 57 3.51%
RWMG
5469
Redwood Wealth Management Group
New Jersey
$223M +$26M +13% 9.62% 74.1% 186 19.35%
HCM
5470
HMS Capital Management
Tennessee
$222M +$42.2M +23% 15.2% 130% 111 10.81%
ACM
5471
AIGH Capital Management
Maryland
$222M -$19.2M -8% 39.1% 3,007% 43 23.26%
EA
5472
Ergawealth Advisors
Illinois
$222M +$20.4M +10% 6.98% 47.7% 78 29.49%
MWM
5473
Maltin Wealth Management
New Jersey
$222M +$9.3M +4% 6.51% 51.9% 143 20.28%
BHA
5474
Beech Hill Advisors
New York
$222M -$29.1M -12% 13.6% 105% 101 7.92%
BP
5475
Bandera Partners
New York
$222M -$56.1M -20% 5.41% 55.4% 18 22.22%