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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
SWP
5526
Significant Wealth Partners
Illinois
$178M +$25.6M +17% 2.62% 163 63.19%
EWA
5527
Etesian Wealth Advisors
Oregon
$178M +$3.61M +2% 2.17% 54.8% 118 7.63%
ASM
5528
AI-Squared Management
Hong Kong
$178M +$44.7M +34% 7.47% 32 65.63%
EW
5529
Element Wealth
Mississippi
$178M +$6.81M +4% 1.13% 44.8% 295 10.17%
ORC
5530
O'Rourke & Company
Massachusetts
$178M +$5.42M +3% 3.63% 62.4% 146 5.48%
DFG
5531
Delphi Financial Group
Delaware
$178M +$23M +15% 3.2% 48.5% 24 8.33%
WF
5532
Wayfinding Financial
Washington
$178M +$6.71M +4% 4.51% 58.7% 131 9.16%
BWM
5533
Birchcreek Wealth Management
Ohio
$178M -$12.6M -7% 2.78% 54.9% 176 25.57%
ACM
5534
Arosa Capital Management
Florida
$177M +$7.89M +5% 0.31% 256% 47 55.32%
CWM
5535
CCG Wealth Management
California
$177M +$11.3M +7% 4.25% 63% 77 15.58%
TWM
5536
Trueblood Wealth Management
Ohio
$177M +$2.57M +1% 1.8% 229 6.99%
WAM
5537
WFA Asset Management
Wisconsin
$177M -$14.2M -7% 0.96% 60% 243 16.87%
PPA
5538
Painted Porch Advisors
California
$177M +$13.4M +8% 0.32% 403 83.87%
PPWM
5539
Paragon Private Wealth Management
Kentucky
$177M +$8.9M +5% 1.93% 93.9% 162 14.81%
CP
5540
Camelot Portfolios
Ohio
$177M +$74.7M +73% 0.96% 41.3% 601 76.54%
FWP
5541
Firethorn Wealth Partners
Georgia
$177M +$7.21M +4% 2.62% 67.1% 155 12.9%
COA
5542
Crown Oak Advisors
California
$177M -$4.68M -3% 1.48% 22 0%
1CM
5543
1492 Capital Management
Wisconsin
$177M -$2.71M -2% 5.55% 187% 112 31.25%
UMC
5544
UNC Management Company
North Carolina
$177M +$54.6M +45% 2.87% 75.3% 3 66.67%
WQ
5545
Wealth Quarterback
New Jersey
$176M -$2.6M -1% 2.9% 96.7% 134 18.66%
SWM
5546
Shelton Wealth Management
Texas
$176M +$17.3M +11% 2.01% 88% 156 39.74%
TC
5547
TAGStone Capital
North Carolina
$176M +$5.59M +3% 1.4% 50.8% 92 11.96%
FFO
5548
Fortitude Family Office
Arizona
$176M +$27.7M +19% 4.88% 1,081 21.65%
SIMC
5549
Squire Investment Management Company
Utah
$176M +$17.6M +11% 0.68% 55 3.64%
IAIM
5550
Industrial Alliance Investment Management
Quebec, Canada
$176M +$37.4M +27% 4.3% 81.5% 15 66.67%