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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
VA
5476
Vestwell Advisors
New York
$222M 8.9% 30
CWA
5477
Choice Wealth Advisors
Maine
$221M +$29.4M +15% 7.34% 52.3% 32 15.63%
GIM
5478
GE Investment Management
Connecticut
$221M +$21.9M +11% 28.5% 4 0%
TP
5479
TenCore Partners
New York
$221M +$30.9M +16% 24.8% 50.4% 12 0%
WM
5480
Wishbone Management
Illinois
$221M +$54.3M +33% 22.8% 58.7% 5 40%
SICM
5481
Sustainable Insight Capital Management
New York
$221M +$20M +10% 15.4% 150% 83 46.99%
BOCM
5482
Bontempo Ohly Capital Management
Maryland
$221M +$13.5M +6% 5.64% 49.6% 32 6.25%
TWM
5483
TCFG Wealth Management
California
$221M +$21.5M +11% 13.3% 276 19.93%
DMKJ
5484
David M. Knott Jr
$221M +$8.65M +4% 12.8% 169% 93 18.28%
ACM
5485
Ararat Capital Management
Connecticut
$221M +$16.1M +8% 14.2% 99.2% 21 33.33%
EFG
5486
Elios Financial Group
Ohio
$220M +$17.8M +9% 7.71% 123 13.01%
GSB
5487
Greenfield Savings Bank
Massachusetts
$220M +$16.6M +8% 10.5% 97.3% 151 7.95%
G
5488
Gainplan
Michigan
$220M +$66M +43% 15.1% 93.3% 64 42.19%
FPL
5489
Fortress Private Ledger
North Carolina
$220M +$40.9M +23% 21.6% 197 17.26%
QCIG
5490
Quad-Cities Investment Group
Iowa
$220M +$17.4M +9% 7.52% 61% 192 8.85%
EA
5491
Everpar Advisors
Oklahoma
$220M +$31.7M +17% 12.1% 276 12.32%
ACM
5492
Azarias Capital Management
Pennsylvania
$220M +$39.5M +22% 27.4% 93.1% 26 19.23%
WFS
5493
Walker Financial Services
Kentucky
$220M +$29.2M +15% 0.38% 18.9% 38 21.05%
MPCL
5494
My Personal CFO LLC
Washington
$220M +$21.5M +11% 9.47% 67.3% 92 5.43%
HCM
5495
Hutner Capital Management
Vermont
$220M -$14.5M -6% 1.26% 52.2% 48 8.33%
TFG
5496
Tull Financial Group
Virginia
$220M +$48.1M +28% 7.73% 36 27.78%
KG
5497
Kilter Group
New York
$220M +$66.7M +44% 10.8% 1,170 95.73%
MWA
5498
Motive Wealth Advisors
Michigan
$220M +$32.7M +17% 9.67% 66% 89 22.47%
AWM
5499
AAF Wealth Management
Massachusetts
$220M +$34.3M +18% 8.76% 65.8% 53 22.64%
NEPPG
5500
New England Professional Planning Group
Rhode Island
$220M +$18.6M +9% 9.35% 59% 47 4.26%