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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
WIA
5701
Wetzel Investment Advisors
Indiana
$170M +$7.02M +4% 9.21% 1,128 9.66%
HWM
5702
HFG Wealth Management
Texas
$170M -$238M -58% 9.14% 60 43.33%
AFO
5703
Allie Family Office
Florida
$170M +$25.2M +17% 7.56% 59% 85 17.65%
FWP
5704
Firethorn Wealth Partners
Georgia
$170M +$17.2M +11% 7.41% 67.1% 166 25.9%
WP
5705
Wealthspan Partners
Iowa
$170M +$26.9M +19% 8.02% 65% 101 22.77%
CL
5706
COWA LLC
Oklahoma
$170M +$9.3M +6% 7.37% 65.5% 127 20.47%
BWIA
5707
Bryant Woods Investment Advisors
New York
$169M +$12.6M +8% 7.67% 66.3% 46 6.52%
ACM
5708
Arosa Capital Management
Florida
$169M -$52.6M -24% 4.43% 536% 44 54.55%
EA
5709
Evolution Advisers
Virginia
$169M +$12.8M +8% 4.6% 40.8% 233 26.18%
LAM
5710
Lifestyle Asset Management
Texas
$169M -$10.6M -6% 9.96% 82.6% 119 31.09%
CWA
5711
Capital Wealth Alliance
Arizona
$169M +$23.5M +16% 14.2% 108% 118 25.42%
EAM
5712
Exos Asset Management
New York
$169M 3.09% 184
FC
5713
Financial Council
Maryland
$169M +$20M +13% 10.3% 80% 86 15.12%
BFG
5714
Buttonwood Financial Group
Missouri
$169M +$31.7M +23% 8.41% 73.1% 32 25%
HKIMG
5715
Hutchens & Kramer Investment Management Group
Indiana
$169M +$27.1M +19% 13.2% 84.6% 159 25.16%
NAAA
5716
New Age Alpha Advisors
New York
$169M +$34.8M +26% 17.8% 64 50%
VFG
5717
Victory Financial Group
Texas
$169M +$21.1M +14% 7.83% 71 26.76%
SIAS
5718
Summit Investment Advisory Services
Minnesota
$169M +$10.1M +6% 9.1% 68.3% 69 8.7%
SFCL
5719
Strengthening Families & Communities LLC
Massachusetts
$169M +$24.7M +17% 8.4% 106% 234 10.26%
FFL
5720
Financial Freedom LLC
Ohio
$169M +$11.3M +7% 7.39% 72% 366 1.91%
OWM
5721
Olympus Wealth Management
Utah
$169M -$26.2M -13% 6.67% 43.1% 24 50%
FBC
5722
Fairfield, Bush & Co
Connecticut
$169M -$1.83M -1% 9.77% 112% 530 78.11%
MTWM
5723
Masso Torrence Wealth Management
New Jersey
$169M +$22.1M +15% 14.9% 130% 100 17%
OCA
5724
Otter Creek Advisors
Florida
$168M +$68.7K +0% 23.7% 173% 58 36.21%
AC
5725
Applied Capital
Arkansas
$168M -$10.4M -6% 6.46% 52.6% 45 22.22%