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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
EWG
5576
Executive Wealth Group
Washington
$131M +$14.5M +12% 15.1% 14.9% 44 4.55%
BC
5577
Barnett & Company
Tennessee
$131M +$17.7M +16% 12.7% 65.9% 86 12.79%
CAM
5578
CPA Asset Management
Florida
$131M 8.46% 48.8% 64
CWMU
5579
Caliber Wealth Management (Utah)
Utah
$131M +$4.17M +3% 7.6% 36.5% 99 48.48%
MWA
5580
Motive Wealth Advisors
Michigan
$131M +$7.39M +6% 8.83% 66% 65 18.46%
SNBOSCI
5581
Security National Bank of Sioux City Iowa
Iowa
$131M +$18.5M +17% 12.8% 52.4% 101 12.87%
NC
5582
Nucleo Capital
Brazil
$131M 3.24% 116% 2
ITFISA
5583
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$131M +$7.73M +6% 9.01% 183% 89 32.58%
FP
5584
Factorial Partners
New York
$131M +$15.5M +13% 13.5% 80.1% 95 14.74%
WOSD
5585
WFA of San Diego
California
$131M +$19.7M +18% 6.91% 475 81.47%
OCM
5586
Orleans Capital Management
Louisiana
$131M +$11.1M +9% 11.3% 94.6% 79 3.8%
BA
5587
Ballew Advisors
Mississippi
$131M +$19.1M +17% 7.85% 62.3% 107 18.69%
SAM
5588
Stewart Asset Management
New York
$130M -$7.33M -5% 6.7% 42.5% 29 10.34%
AWA
5589
Acorn Wealth Advisors
Michigan
$130M +$8.43M +7% 8.83% 53.6% 169 15.38%
BWM
5590
Baron Wealth Management
Michigan
$130M 4.47% 86.8% 133
NPI
5591
New Perspectives Inc
Mississippi
$130M +$14.3M +12% 6.85% 24 25%
SFG
5592
Sterling Financial Group
California
$130M 5.83% 49.6% 52
MCM
5593
Mork Capital Management
California
$130M +$28.5M +28% 13.3% 61.9% 137 31.39%
EP
5594
Essential Planning
New Hampshire
$130M +$113M +652% 4.46% 38.1% 43 53.49%
PCM
5595
Pointe Capital Management
Michigan
$130M +$5.18M +4% 7.39% 62.6% 149 6.71%
UOC
5596
University of Chicago
Illinois
$130M 2.49% 62.3% 5
ES
5597
ETF Store
Kansas
$130M +$15.4M +13% 6.66% 55.8% 94 13.83%
GFL
5598
Granite FO LLC
New Hampshire
$130M 11.7% 111% 142
TLCM
5599
Twin Lakes Capital Management
California
$130M +$5.77M +5% 14.5% 131% 257 5.06%
GF
5600
Gates Foundation
Washington
$130M +$3.28M +3% 10.3% 58.1% 10 10%