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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
PWM
5726
Penobscot Wealth Management
Maine
$136M +$7.84M +6% 4.57% 50.5% 70 20%
CA
5727
CV Advisors
Florida
$136M +$22.1M +19% 12.1% 98.9% 23 8.7%
FAG
5728
Fortitude Advisory Group
Washington
$136M +$7.14M +6% 9.91% 131% 235 14.47%
RC
5729
Roubaix Capital
Colorado
$136M +$5.07M +4% 7.02% 174% 59 59.32%
RF
5730
RHS Financial
California
$136M +$4.58M +3% 3.37% 57.8% 97 10.31%
TC
5731
Tacita Capital
Ontario, Canada
$136M +$3.34M +3% 3.06% 72.3% 198 8.59%
ACM
5732
Anabranch Capital Management
Connecticut
$136M +$14.2M +12% 14.5% 139% 7 0%
DB
5733
Dravo Bay
Delaware
$136M +$2.96M +2% 3.72% 45.2% 43 2.33%
FGG
5734
Financial Guidance Group
Florida
$136M +$4.53M +3% 3.99% 52% 52 1.92%
GWAM
5735
Guardian Wealth Advisors (Minnesota)
Minnesota
$136M +$8.35M +7% 4.93% 57.3% 72 6.94%
ACM
5736
Alamar Capital Management
California
$136M +$15.8M +13% 5.15% 80 16.25%
UOWF
5737
University of Wisconsin Foundation
Wisconsin
$136M +$83.3M +158% 14.8% 142% 3 33.33%
WFA
5738
WMG Financial Advisors
Tennessee
$136M +$15.1M +13% 7.33% 68% 133 18.8%
AA
5739
AlphaQ Advisors
Florida
$136M +$18.2M +15% 3.76% 183 15.3%
GWM
5740
GoalFusion Wealth Management
Texas
$136M +$8.49M +7% 3.14% 43.6% 27 22.22%
OIM
5741
Oracle Investment Management
Connecticut
$136M +$32.4M +31% 14.3% 865% 37 48.65%
LA
5742
Lakeside Advisors
Washington
$136M +$6.2M +5% 8.48% 63.2% 62 6.45%
CCM
5743
Cox Capital Management
Massachusetts
$136M -$2.7M -2% 2.91% 95.3% 73 2.74%
FMI
5744
F/M Investments
District of Columbia
$136M +$36.5M +37% 15.8% 101% 86 41.86%
LCM
5745
LRT Capital Management
Texas
$136M +$2.52M +2% 4.38% 76.3% 79 22.78%
HWA
5746
Hilltop Wealth Advisors
North Carolina
$136M +$11.3M +9% 5.64% 58.3% 41 24.39%
ACM
5747
Aryeh Capital Management
Ontario, Canada
$136M +$6.36M +5% 4% 87.7% 10 40%
ILCM
5748
Ivy Lane Capital Management
Florida
$136M +$17.1M +14% 9.17% 101% 18 61.11%
AWMNH
5749
Arcadia Wealth Management (New Hampshire)
New Hampshire
$136M +$15M +12% 4.42% 50.2% 70 42.86%
TCM
5750
TCG Capital Management
California
$135M +$17.4M +15% 14.7% 45.7% 1 0%