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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
MWA
5676
Moser Wealth Advisors
Washington
$208M +$17.5M +9% 9.57% 206 24.27%
DWA
5677
Delap Wealth Advisory
Oregon
$208M +$28.9M +16% 9.72% 66.1% 89 24.72%
ACM
5678
Ayrshire Capital Management
Connecticut
$208M +$1.64M +0.8% 9.68% 78.4% 51 9.8%
CWA
5679
Continuum Wealth Advisors
New York
$208M +$13.2M +7% 7.73% 61.4% 68 26.47%
SPA
5680
Shore Point Advisors
New Jersey
$208M +$19.3M +10% 8.07% 51.4% 71 8.45%
MWM
5681
MTC Wealth Management
Florida
$208M +$4.51M +2% 5.33% 30.5% 13 0%
MS
5682
Marshall & Sullivan
Washington
$208M +$11M +6% 7.5% 82% 119 64.71%
BSA
5683
Bull Street Advisors
Georgia
$208M -$760K -0.4% 1.78% 41.9% 90 2.22%
TRIA
5684
Trail Ridge Investment Advisors
Colorado
$208M +$13.8M +7% 10.5% 76% 108 9.26%
BCFD
5685
Boit C.F. David
$208M +$8.63M +4% 7.17% 75.4% 129 6.98%
SCM
5686
Sage Capital Management
New Jersey
$208M +$23.5M +13% 12.3% 161 8.07%
BSHC
5687
Breed's Hill Capital
Massachusetts
$208M +$22.3M +12% 14.5% 144 8.33%
SWM
5688
Shelton Wealth Management
Texas
$208M +$23.6M +13% 13.7% 88% 182 45.6%
SSA
5689
SSA Swiss Advisors
$208M +$12.2M +6% 8.28% 135 22.96%
FC
5690
Financial Council
Maryland
$207M +$21.9M +12% 11.5% 80% 95 10.53%
GSF
5691
Grove Street Fiduciary
New Hampshire
$207M +$10.1M +5% 7.98% 76 11.84%
FWM
5692
Fortress Wealth Management
California
$207M +$14.7M +8% 5.47% 52.1% 76 10.53%
WA
5693
Win Advisors
Florida
$207M +$12.7M +7% 16.4% 226% 84 78.57%
VIPI
5694
Vista Investment Partners II
Indiana
$207M +$26.5M +15% 13.3% 143 16.08%
CI
5695
Cordant Inc
Oregon
$207M +$15.2M +8% 6.07% 47% 115 45.22%
LCG
5696
Lynx Capital Group
Ohio
$207M +$13M +7% 7.7% 83 10.84%
RTL
5697
Red Tortoise LLC
Georgia
$207M +$13.5M +7% 7.93% 43.7% 657 21.16%
MHWM
5698
Montz Harcus Wealth Management
Louisiana
$207M +$24.2M +13% 10.8% 74.1% 86 11.63%
SWA
5699
Sightline Wealth Advisors
Connecticut
$207M +$17.4M +9% 6.57% 44.4% 93 18.28%
FSA
5700
Financial Services Advisory
Maryland
$207M -$57.3M -22% 9.05% 75.8% 63 52.38%