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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
DWM
5701
Denver Wealth Management
Colorado
$106M +$9.79M +10% 4.26% 64.4% 60 26.67%
VAM
5702
Vert Asset Management
California
$106M -$2.52M -2% 11.8% 43.6% 41 0%
RF
5703
Resolute Financial
Massachusetts
$105M -$9.68M -8% 4.89% 121 17.36%
WCG
5704
Wall Capital Group
Arizona
$105M -$38.8M -27% 5.66% 19 26.32%
FAG
5705
Fortitude Advisory Group
Washington
$105M -$4.02M -4% 4.87% 131% 217 13.36%
TWP
5706
Tower Wealth Partners
Pennsylvania
$105M +$30.1M +40% 4.18% 53.7% 52 23.08%
RPM
5707
Ridgemont Partners Management
North Carolina
$105M -$2.24M -2% 2.08% 45.6% 1 0%
AA
5708
Atmos Advisory
Pennsylvania
$105M -$4.86M -4% 5.88% 30.2% 21 0%
SCM
5709
Spring Capital Management
Texas
$105M -$7.62M -7% 3.67% 62.6% 31 19.35%
DWM
5710
Drive Wealth Management
Utah
$105M -$4.29M -4% 2.71% 94.4% 192 28.65%
KC
5711
Kenfarb & Co
Kentucky
$105M -$21.2M -17% 5.38% 240 32.92%
EL
5712
EMFO LLC
Florida
$105M +$6.59M +7% 5.35% 25.8% 345 9.57%
SWM
5713
Salvus Wealth Management
New Jersey
$105M -$6.64M -6% 5.49% 104% 101 5.94%
CCA
5714
Cottonwood Capital Advisors
Utah
$105M -$5.58M -5% 4.2% 78.3% 96 13.54%
BFS
5715
Beacon Financial Strategies
North Carolina
$105M -$2.5M -2% 4.82% 50.4% 34 2.94%
HNWA
5716
Henrickson Nauta Wealth Advisors
Michigan
$105M -$4.5M -4% 6.08% 61.6% 48 12.5%
SC
5717
Schubert & Co
Texas
$105M -$2.42M -2% 1.25% 47.3% 1,676 7.1%
CP
5718
Castleview Partners
Texas
$105M -$21.1M -17% 3.73% 54.5% 844 34.24%
YEPX
5719
Yorktown Energy Partners X
New York
$105M -$27.6M -21% 12.5% 95.8% 3 0%
WCM
5720
Washburn Capital Management
Florida
$105M -$11.5M -10% 4.75% 117% 55 16.36%
FF
5721
Financial Futures
New Jersey
$105M +$3.23M +3% 4.47% 45% 50 16%
PSB
5722
Piscataqua Savings Bank
New Hampshire
$105M -$9.64M -8% 5.31% 85.5% 346 1.16%
HBT
5723
Heartland Bank & Trust
Illinois
$105M -$8.28M -7% 0.87% 105% 150 35.33%
PC
5724
Pavadi Capital
New York
$104M -$5.87M -5% 1.27% 25 20%
CWM
5725
Chicago Wealth Management
Illinois
$104M -$7.54M -7% 2.86% 134% 35 22.86%