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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
EF
5501
Exeter Financial
Arizona
$232M +$6.86M +3% 5.56% 50.4% 92 1.09%
CWA
5502
Carolina Wealth Advisors
South Carolina
$232M +$28.8M +14% 1.9% 57.5% 308 37.01%
CP
5503
CPV Partners
Connecticut
$231M +$49.9M +27% 28.9% 149% 4 0%
AC
5504
Alfreton Capital
United Kingdom
$231M -$113M -33% 2.6% 32.8% 5 20%
MCF
5505
MKA Charitable Fund
California
$231M -$24.2M -9% 8.25% 1 0%
HM
5506
Harvest Management
New York
$231M -$3.67M -2% 23.4% 609% 99 77.78%
BSCCG
5507
Blue Sky Capital Consultants Group
California
$231M +$32.4M +16% 14.1% 67 14.93%
CCIA
5508
Cherry Creek Investment Advisors
Colorado
$231M +$17.9M +8% 9.06% 140% 124 13.71%
MWM
5509
MBE Wealth Management
Wisconsin
$231M +$1.24M +0.5% 6.27% 60.9% 145 11.72%
RA
5510
RiverPark Advisors
New York
$231M +$68.4M +42% 4.22% 87.5% 159 28.93%
MLA
5511
MB, Levis & Associates
Pennsylvania
$231M +$3.47M +2% 5.28% 40% 295 27.12%
CA
5512
Continental Advisors
Utah
$231M +$17.6M +8% 8.19% 69% 43 9.3%
BOCM
5513
Bontempo Ohly Capital Management
Maryland
$231M +$10M +5% 5.12% 41.5% 31 0%
SWM
5514
SFG Wealth Management
Maryland
$231M +$65.4M +39% 8.55% 82.1% 138 46.38%
IAG
5515
Investmark Advisory Group
Connecticut
$231M +$17.2M +8% 8.11% 53.2% 133 3.76%
RTL
5516
Red Tortoise LLC
Georgia
$231M +$23.3M +11% 6.86% 43.7% 628 10.99%
RFMS
5517
RWQ Financial Management Services
Florida
$230M -$7.19M -3% 17.8% 415% 26 26.92%
MSWM
5518
Master's Wealth Management
Pennsylvania
$230M +$16.1M +8% 5.76% 52 21.15%
GCA
5519
Genesee Capital Advisors
New York
$230M +$7.1M +3% 8.4% 71.5% 129 10.85%
EW
5520
Element Wealth
Mississippi
$230M +$12.8M +6% 6.08% 44.8% 201 10.45%
HIM
5521
Harbour Investment Management
Washington
$230M -$1.18M -0.5% 5.02% 58.8% 108 13.89%
EIA
5522
Eastover Investment Advisors
North Carolina
$230M +$6.98M +3% 9.23% 102% 48 10.42%
WFC
5523
Western Financial Corp
California
$230M +$43.2M +23% 22.1% 260% 129 12.4%
FC
5524
Franchise Capital
Cayman Islands
$230M +$38M +20% 19.4% 537% 32 31.25%
CWA
5525
Centerline Wealth Advisors
Kentucky
$230M +$25.9M +13% 6.83% 48 16.67%