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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
CWG
5701
Crown Wealth Group
North Carolina
$133M +$6.26M +5% 2.6% 86.2% 78 25.64%
AA
5702
AJ Advisors
Tennessee
$133M -$10.8M -7% 3.57% 59.8% 39 20.51%
FA
5703
Fortis Advisors
Pennsylvania
$133M -$6.86M -5% 2.26% 72.8% 98 19.39%
CBC
5704
Coombe, Bender & Co
New York
$133M -$4.3M -3% 2.57% 76 11.84%
DC
5705
Deere & Company
Illinois
$133M -$61.7M -32% 4.12% 3 0%
FGG
5706
Financial Guidance Group
Florida
$133M -$3.15M -2% 2.77% 52% 55 10.91%
FD
5707
Financial Designs
California
$133M -$4.1M -3% 2.84% 42.1% 27 48.15%
BSWA
5708
Bromfield Sneider Wealth Advisors
Massachusetts
$133M +$6.77M +5% 3.31% 98 2.04%
AWM
5709
Aberdeen Wealth Management
Illinois
$133M -$5.64M -4% 2.75% 73.1% 163 3.68%
CWA
5710
Capital Wealth Alliance
Arizona
$133M -$368K -0.3% 1.71% 108% 112 17.86%
C
5711
Covestor
United Kingdom
$133M +$1.28M +1% 1.03% 136% 2,921 8.39%
AL
5712
ADE LLC
Maryland
$132M -$10.8M -8% 3.37% 52.2% 85 10.59%
EP
5713
EPIQ Partners
Minnesota
$132M -$14.8M -10% 4.16% 44.3% 76 13.16%
GWCM
5714
Godshalk Welsh Capital Management
Pennsylvania
$132M -$12.8M -9% 3.04% 61.1% 120 8.33%
BMA
5715
Brooks Moore & Associates
Tennessee
$132M -$9.66M -7% 3.04% 63.7% 85 9.41%
IF
5716
Integrity Financial
Wyoming
$132M -$5.04M -4% 3.23% 66.3% 232 12.07%
WF
5717
Wayfinding Financial
Washington
$132M -$11.7M -8% 4.11% 68.3% 119 10.92%
RCM
5718
Ratan Capital Management
Florida
$132M +$59.8M +83% 5.77% 616% 40 45%
AWM
5719
Avaii Wealth Management
Wisconsin
$132M +$1.87M +1% 3.1% 96% 156 19.23%
DWM
5720
Dopkins Wealth Management
New York
$132M +$19.8M +18% 2.13% 64.4% 55 27.27%
CCM
5721
Colorado Capital Management
Colorado
$132M -$3.42M -3% 4.26% 53.4% 82 9.76%
CCM
5722
Crestwood Capital Management
New York
$132M -$11.7M -8% 10.2% 203% 13 7.69%
PWM
5723
Penobscot Wealth Management
Maine
$132M -$4.36M -3% 4.39% 50.5% 68 13.24%
KSCM
5724
Kamunting Street Capital Management
Florida
$132M +$31M +31% 0.41% 7.47% 47 65.96%
FNBOH
5725
First National Bank of Hutchinson
Kansas
$132M -$5.06M -4% 2.42% 121% 111 16.22%