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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
PWS
5551
Proactive Wealth Strategies
Georgia
$232M +$20.4M +10% 8.14% 145 9.66%
WAG
5552
Wheelhouse Advisory Group
Missouri
$232M +$29.3M +14% 7.14% 46 15.22%
MWA
5553
Motive Wealth Advisors
Michigan
$232M +$12.3M +6% 6.96% 66% 93 10.75%
VPA
5554
Vernal Point Advisors
California
$232M +$60.5M +35% 5.34% 23 21.74%
I
5555
IMPACTfolio
Colorado
$232M +$20.9M +10% 6.42% 51.2% 43 27.91%
FH
5556
FWG Holdings
Florida
$232M +$19.1M +9% 8.58% 91.6% 117 15.38%
EBWM
5557
Eagle Bluffs Wealth Management
Missouri
$232M +$21.5M +10% 7.56% 95.3% 78 6.41%
OCP
5558
Oakcliff Capital Partners
New York
$232M +$31.6M +16% 14.7% 133% 8 0%
EB
5559
Emprise Bank
Kansas
$232M +$23.3M +11% 7.6% 115 13.04%
MCM
5560
M1 Capital Management
Michigan
$232M +$33.3M +17% 9.53% 106 12.26%
RMP
5561
Richards, Merrill & Peterson
Washington
$232M +$21.3M +10% 7.67% 218 9.63%
BFG
5562
Buttonwood Financial Group
Missouri
$232M +$34.6M +18% 8.69% 73.1% 34 20.59%
EF
5563
Exeter Financial
Arizona
$232M +$6.86M +3% 5.56% 50.4% 92 1.09%
CWA
5564
Carolina Wealth Advisors
South Carolina
$232M +$28.8M +14% 1.9% 57.5% 308 37.01%
CP
5565
CPV Partners
Connecticut
$231M +$49.9M +27% 28.9% 105% 4 0%
AC
5566
Alfreton Capital
United Kingdom
$231M -$113M -33% 2.6% 22.2% 5 20%
MCF
5567
MKA Charitable Fund
California
$231M -$24.2M -9% 8.25% 1 0%
HM
5568
Harvest Management
New York
$231M -$3.67M -2% 23.4% 610% 99 77.78%
BSCCG
5569
Blue Sky Capital Consultants Group
California
$231M +$32.4M +16% 14.1% 67 14.93%
CCIA
5570
Cherry Creek Investment Advisors
Colorado
$231M +$17.9M +8% 9.06% 140% 124 13.71%
MWM
5571
MBE Wealth Management
Wisconsin
$231M +$1.24M +0.5% 6.27% 60.9% 145 11.72%
RA
5572
RiverPark Advisors
New York
$231M +$68.4M +42% 4.22% 87.5% 159 28.93%
MLA
5573
MB, Levis & Associates
Pennsylvania
$231M +$3.47M +2% 5.28% 40% 295 27.12%
CA
5574
Continental Advisors
Utah
$231M +$17.6M +8% 8.19% 69% 43 9.3%
BOCM
5575
Bontempo Ohly Capital Management
Maryland
$231M +$10M +5% 5.12% 49.6% 31 0%