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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
DCM
5601
Dudley Capital Management
Virginia
$171M +$14.5M +9% 11.9% 110% 123 11.38%
CWM
5602
Chronos Wealth Management
Florida
$171M +$13.8M +9% 9.96% 86.4% 41 12.2%
WLC
5603
Walnut Level Capital
Colorado
$171M +$35.4M +26% 2.45% 40 30%
KA
5604
Kailix Advisors
Florida
$171M -$7.27M -4% 1.02% 27% 7 14.29%
MFG
5605
Mendota Financial Group
Wisconsin
$171M +$42.8M +33% 7.68% 53.8% 394 22.59%
WF
5606
Wayfinding Financial
Washington
$171M +$24M +16% 10.1% 58.7% 138 27.54%
LB
5607
Legacy Bridge
Iowa
$171M +$16.6M +11% 19% 149% 327 13.76%
EW
5608
Element Wealth
Mississippi
$171M +$11.2M +7% 6.61% 44.8% 275 7.64%
TVWM
5609
Tower View Wealth Management
Wisconsin
$171M +$9.57M +6% 13.6% 132% 203 15.76%
SA
5610
Sunesis Advisors
Kansas
$171M +$6.77M +4% 6.16% 75 41.33%
TC
5611
TAGStone Capital
North Carolina
$171M +$17.8M +12% 7.91% 50.8% 85 5.88%
SPFA
5612
Summit Place Financial Advisors
New Jersey
$171M +$17.8M +12% 13% 89.4% 93 8.6%
AWM
5613
AllSquare Wealth Management
New York
$171M +$7.69M +5% 7.13% 62.4% 551 5.44%
VFA
5614
Values First Advisors
Tennessee
$171M +$4.89M +3% 5.04% 70.5% 179 15.08%
SIAM
5615
Sterling Investment Advisors (Missouri)
Missouri
$171M +$9.28M +6% 4.47% 37.8% 34 8.82%
RBC
5616
Rye Brook Capital
Connecticut
$171M -$25.2M -13% 7.77% 67.3% 32 18.75%
VOMP
5617
Vision One Management Partners
Florida
$171M +$2.49M +1% 1.54% 9 33.33%
M
5618
MYeCFO
California
$170M +$11.8M +7% 4.85% 43.8% 57 12.28%
AWM
5619
Avaii Wealth Management
Wisconsin
$170M +$17M +11% 8.39% 68.3% 155 20%
PC
5620
Promethos Capital
Massachusetts
$170M +$32.4M +23% 10% 73 9.59%
GFL
5621
Granite FO LLC
New Hampshire
$170M +$20.7M +14% 10.7% 111% 229 42.36%
GCA
5622
GSI Capital Advisors
California
$170M +$5.02M +3% 0.83% 25.4% 33 36.36%
FCM
5623
Fogel Capital Management
Florida
$170M +$39.1M +30% 8.99% 43 34.88%
PWP
5624
Pursue Wealth Partners
California
$170M +$15.2M +10% 12.1% 94.9% 110 22.73%
ISSM
5625
Invesco Senior Secured Management
New York
$170M +$67.2M +65% 1.19% 18.1% 8 12.5%