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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
BWA
5701
Boulder Wealth Advisors
Colorado
$184M +$12.6M +7% 4.88% 27 11.11%
BGA
5702
Battery Global Advisors
Massachusetts
$184M +$32.9M +22% 7.2% 136 75%
WW
5703
Windle Wealth
Oklahoma
$184M +$20M +12% 10.1% 73% 32 9.38%
JFG
5704
JDM Financial Group
Texas
$184M +$35.9M +24% 6.1% 56.7% 419 50.12%
WAM
5705
Worth Asset Management
Texas
$184M +$15.5M +9% 7.03% 115% 169 46.75%
IF
5706
IRON Financial
Illinois
$184M +$5.42M +3% 6.74% 51.4% 128 36.72%
EA
5707
Evolution Advisers
Virginia
$184M +$9.72M +6% 5.79% 40.8% 198 7.07%
AWM
5708
Ariadne Wealth Management
California
$184M +$54.3M +42% 6.9% 296 70.61%
LA
5709
Lane & Associates
New Jersey
$184M +$14.1M +8% 5.93% 123 17.07%
CSA
5710
Cottage Street Advisors
Massachusetts
$184M +$14.1M +8% 6.27% 91.4% 110 14.55%
MWA
5711
Miller Wealth Advisors
Colorado
$184M -$1.33M -0.7% 0.53% 117% 89 13.48%
IC
5712
Immersion Capital
United Kingdom
$183M +$4.73M +3% 2.84% 63.4% 10 20%
HI
5713
Harrington Investments
California
$183M +$7M +4% 5.69% 92.5% 83 4.82%
CWA
5714
Consilium Wealth Advisory
Texas
$183M +$42.5K +0% 5.64% 118% 93 13.98%
LFG
5715
Leverty Financial Group
Wisconsin
$183M +$14M +8% 6.24% 51.4% 39 23.08%
PWP
5716
Pursue Wealth Partners
California
$183M -$373K -0.2% 2.63% 108% 124 20.16%
MAG
5717
MRA Advisory Group
New Jersey
$183M +$8.06M +5% 5.13% 84.5% 127 18.11%
MA
5718
Mudita Advisors
United Kingdom
$183M -$12.6M -6% 3.48% 143% 19 15.79%
IWA
5719
IVC Wealth Advisors
Pennsylvania
$183M +$3.9M +2% 7.21% 70.8% 175 12.57%
GAA
5720
Global Assets Advisory
Florida
$183M +$120M +191% 4.55% 85.9% 174 69.54%
HWM
5721
HighMark Wealth Management
Minnesota
$183M +$16.5M +10% 8.26% 110% 624 10.74%
FAFN
5722
First Affirmative Financial Network
Colorado
$183M +$38.6M +27% 6.39% 303 20.13%
TVWM
5723
Tower View Wealth Management
Wisconsin
$183M +$8.47M +5% 4.85% 132% 197 9.14%
FFAM
5724
Forge First Asset Management
Canada
$183M -$52.9M -22% 7.68% 112% 51 60.78%
LIM
5725
Loudon Investment Management
New Hampshire
$182M +$12.5M +7% 8.71% 61.6% 101 6.93%