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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
DB
5701
Dravo Bay
Delaware
$189M -$17.6M -9% 0.41% 45.2% 52 13.46%
GPW
5702
Genesis Private Wealth
Virginia
$189M +$7.1M +4% 0.37% 157 21.66%
RF
5703
Robbins Farley
New Hampshire
$188M -$21.6M -10% 3.86% 98.2% 161 4.97%
GHA
5704
Granite Harbor Advisors
Texas
$188M +$7.56M +4% 2.78% 61.5% 110 23.64%
EA
5705
Everpar Advisors
Oklahoma
$188M -$9.98M -5% 1.51% 277 14.08%
SOAG
5706
Silver Oak Advisory Group
Oregon
$188M -$772K -0.4% 0.19% 27% 69 11.59%
MWA
5707
Mills Wealth Advisors
Texas
$188M +$12.5M +7% 0.93% 37.4% 72 26.39%
WFP
5708
Wrenne Financial Planning
Kentucky
$188M +$12.5M +7% 0.98% 46 13.04%
AWM
5709
Aviso Wealth Management
Washington
$188M -$7.88M -4% 2.9% 145 7.59%
CIG
5710
CHB Investment Group
Pennsylvania
$188M +$3.96M +2% 2.85% 74 0%
AIM
5711
Astor Investment Management
Illinois
$188M -$7.16M -4% 0.72% 23.3% 33 39.39%
BIM
5712
Brentview Investment Management
Illinois
$188M +$12M +7% 2.74% 68 41.18%
LWM
5713
Lodestone Wealth Management
Washington
$188M -$11.4M -6% 1.56% 81.1% 159 9.43%
WR
5714
WD Rutherford
Oregon
$188M -$23M -11% 4.26% 170% 80 20%
EFS
5715
Econ Financial Services
Pennsylvania
$188M +$13.5M +8% 2.14% 16.9% 101 42.57%
ACM
5716
Adalta Capital Management
New York
$188M -$3.73M -2% 1.15% 80.4% 107 13.08%
TCOK
5717
Trust Company of Kansas
Kansas
$188M -$20.5M -10% 4.33% 87% 60 15%
S
5718
Sunpointe
Missouri
$188M -$11.3M -6% 2.32% 202 11.88%
LI
5719
Latigo Investments
Florida
$188M -$9.01M -5% 0.15% 56.6% 18 5.56%
PWS
5720
Proactive Wealth Strategies
Georgia
$188M -$4.4M -2% 3.75% 133 6.02%
DA
5721
DCM Advisors
New York
$187M -$25.7M -12% 1.24% 99.3% 39 10.26%
NPI
5722
New Perspectives Inc
Mississippi
$187M +$826K +0.4% 2.53% 41 21.95%
MAG
5723
MRA Advisory Group
New Jersey
$187M -$1.35M -0.7% 2.19% 84.5% 153 34.64%
WCM
5724
Wildcat Capital Management
New York
$187M -$65.3M -26% 29.3% 126% 10 40%
GWS
5725
Greykasell Wealth Strategies
California
$187M +$7.3M +4% 1.69% 344 65.41%