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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
ECA
5526
Elevation Capital Advisory
Oregon
$235M -$9.89M -4% 1.09% 89 55.06%
ECP
5527
Elemental Capital Partners
California
$235M +$46.9M +25% 32.3% 13 61.54%
RGC
5528
Rubicon Global Capital
United Kingdom
$235M -$143M -38% 31.3% 11 9.09%
CWA
5529
Clarus Wealth Advisors
Arizona
$235M -$6.71M -3% 2.2% 101 27.72%
MFG
5530
Midwest Financial Group
Kansas
$234M +$8.14M +4% 1.45% 94% 129 6.98%
GSB
5531
Greenfield Savings Bank
Massachusetts
$234M -$3.27M -1% 0.52% 97.3% 145 4.14%
MC
5532
Matisse Capital
Oregon
$234M +$10.1M +4% 0.75% 52.1% 178 14.04%
BWM
5533
Bernard Wealth Management
Michigan
$234M -$12.1M -5% 3.46% 378 10.58%
CWMG
5534
Compass Wealth Management (Georgia)
Georgia
$234M -$8.73M -4% 2.13% 76 18.42%
HWMT
5535
Heritage Wealth Management (Texas)
Texas
$234M +$3.56M +2% 0.39% 52.3% 41 7.32%
SP
5536
Saranac Partners
$234M -$22M -9% 7% 62.5% 111 37.84%
IAG
5537
Investmark Advisory Group
Connecticut
$234M -$1.12M -0.5% 0.21% 65.1% 148 12.84%
AL3A
5538
Accel Leaders 3 Associates
California
$234M +$45.2M +24% 24% 1 0%
ACM
5539
Ardent Capital Management
Ohio
$234M -$19.1M -8% 1.39% 77.5% 50 6%
JHWEPV
5540
J.H. Whitney Equity Partners VII
Connecticut
$233M -$62.7M -21% 21.2% 407% 1 0%
EIA
5541
Eastover Investment Advisors
North Carolina
$233M +$5.99M +3% 1.76% 102% 52 13.46%
BH
5542
Burk Holdings
Oklahoma
$233M +$23.7M +11% 1.87% 676 88.46%
CKAIS
5543
Christensen King & Associates Investment Services
Washington
$233M -$1.26M -0.5% 0.8% 108 4.63%
NTIC
5544
Napean Trading & Investment Company
Singapore
$233M -$281M -55% 15.6% 37 56.76%
EML
5545
Eos Management LP
New York
$233M -$24M -9% 3.1% 152% 47 23.4%
FWA
5546
Flagship Wealth Advisors
Massachusetts
$233M -$111M -32% 2.11% 417 21.82%
LWM
5547
Lakeridge Wealth Management
Ohio
$233M +$12.6M +6% 0.09% 171 9.94%
TLA
5548
Tree Line Advisors
Hong Kong
$233M -$206M -47% 6.11% 277% 6 50%
NFG
5549
Northbridge Financial Group
Florida
$232M +$9.63M +4% 4.59% 173 10.4%
OAM
5550
Oxford Asset Management
United Kingdom
$232M -$41.6M -15% 1.28% 768 80.6%