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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
SWA
5501
Sightline Wealth Advisors
Connecticut
$236M +$1.68M +0.7% 0.77% 44.4% 100 10%
KTM
5502
Keeler Thomas Management
Utah
$236M +$26.4M +13% 2.32% 46.1% 147 53.06%
RP
5503
Raelipskie Partnership
Ontario, Canada
$236M -$2.28M -1% 0.56% 128 16.41%
FF
5504
Foundry Financial
California
$236M +$45.7M +24% 0.44% 78 23.08%
GCM
5505
Gables Capital Management
Florida
$236M -$690K -0.3% 1.45% 123% 480 5%
PPWM
5506
PFG Private Wealth Management
Florida
$236M +$7.27M +3% 1.36% 48.3% 86 27.91%
AFM
5507
Armstrong Fleming & Moore
District of Columbia
$236M +$19.1M +9% 4.42% 124% 112 9.82%
CWL
5508
Causey Wealth LLC
Colorado
$236M +$15.4M +7% 0.8% 83 15.66%
I
5509
IMPACTfolio
Colorado
$235M -$2.82M -1% 2.61% 51.2% 37 8.11%
IGYL
5510
I.G.Y. Ltd
United Kingdom
$235M +$21.8K +0% 1.32% 81.2% 3 0%
JRPCML
5511
J. R. Prunier Capital Management LLC
Massachusetts
$235M -$5.39M -2% 0.93% 74 14.86%
AA
5512
ACT Advisors
North Carolina
$235M -$18.5M -7% 1.01% 69.8% 82 25.61%
CF
5513
CNA Financial
Illinois
$235M +$29.4M +14% 5.87% 50.5% 19 47.37%
ECA
5514
Elevation Capital Advisory
Oregon
$235M -$9.89M -4% 1.09% 89 55.06%
ECP
5515
Elemental Capital Partners
California
$235M +$46.9M +25% 32.3% 13 61.54%
RGC
5516
Rubicon Global Capital
United Kingdom
$235M -$143M -38% 31.3% 11 9.09%
CWA
5517
Clarus Wealth Advisors
Arizona
$235M -$6.71M -3% 2.2% 101 27.72%
MFG
5518
Midwest Financial Group
Kansas
$234M +$8.14M +4% 1.45% 94% 129 6.98%
GSB
5519
Greenfield Savings Bank
Massachusetts
$234M -$3.27M -1% 0.52% 97.3% 145 4.14%
MC
5520
Matisse Capital
Oregon
$234M +$10.1M +4% 0.75% 52.1% 178 14.04%
BWM
5521
Bernard Wealth Management
Michigan
$234M -$12.1M -5% 3.46% 378 10.58%
CWMG
5522
Compass Wealth Management (Georgia)
Georgia
$234M -$8.73M -4% 2.13% 76 18.42%
HWMT
5523
Heritage Wealth Management (Texas)
Texas
$234M +$3.56M +2% 0.39% 42.8% 41 7.32%
SP
5524
Saranac Partners
$234M -$22M -9% 7% 62.5% 111 37.84%
IAG
5525
Investmark Advisory Group
Connecticut
$234M -$1.12M -0.5% 0.21% 53.2% 148 12.84%