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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
AWM
5726
Avaii Wealth Management
Wisconsin
$187M -$15.9M -8% 3.16% 96% 140 20%
CFM
5727
Capricorn Fund Managers
United Kingdom
$187M -$37.6M -17% 3.42% 169% 72 41.67%
TWP
5728
Tower Wealth Partners
Pennsylvania
$187M -$4.08M -2% 2.2% 53.7% 82 13.41%
CWA
5729
Clarus Wealth Advisors
Arizona
$187M -$13.8M -7% 3.95% 138 50%
MWA
5730
Motive Wealth Advisors
Michigan
$187M +$754K +0.4% 1.04% 66% 79 15.19%
BDAM
5731
Blue Door Asset Management
Connecticut
$187M -$83.2M -31% 8.75% 127% 24 50%
EB
5732
Emprise Bank
Kansas
$187M +$9.79M +6% 0.74% 107 14.02%
NF
5733
Nvest Financial
New Hampshire
$187M -$10.2M -5% 0.29% 92.8% 113 17.7%
SI
5734
Stash Investments
New York
$187M +$9.63M +5% 0.06% 5 0%
PGDP
5735
Pragma Gestao de Patrimonio
Brazil
$187M +$5.39M +3% 0.92% 75.2% 24 50%
NVCHI
5736
New Vernon Capital Holdings II
New Jersey
$187M +$41.3M +28% 0.08% 114% 87 48.28%
5W
5737
5T Wealth
California
$187M +$3.73M +2% 0.1% 103 10.68%
TF
5738
Threadgill Financial
Texas
$187M -$1.47M -0.8% 4.99% 49.3% 51 21.57%
RFM
5739
RPD Fund Management
New York
$187M -$59M -24% 11% 9 33.33%
CWM
5740
Chronos Wealth Management
Florida
$186M -$9.35M -5% 0.44% 86.4% 44 18.18%
SGWM
5741
Sterling Group Wealth Management
California
$186M -$6.29M -3% 2.48% 67.7% 65 12.31%
EW
5742
Element Wealth
Mississippi
$186M -$4.83M -3% 0.69% 59.6% 300 48.67%
HAFG
5743
Hansen & Associates Financial Group
California
$186M -$9.81M -5% 0.24% 20 90%
DI
5744
Dalton Investments
Nevada
$186M -$6.23M -3% 0.94% 95.1% 27 18.52%
MAWAG
5745
Mid-American Wealth Advisory Group
Missouri
$186M +$16.3M +10% 1.1% 12.3% 52 25%
OWCM
5746
One Wealth Capital Management
Arizona
$186M -$10.7M -5% 4.35% 120 20.83%
SWM
5747
SK Wealth Management
Rhode Island
$186M -$10.1M -5% 3.21% 78 15.38%
AFTS
5748
American Financial & Tax Strategies
New York
$186M -$6.96M -4% 0.54% 92 3.26%
SIF
5749
State Insurance Fund
New York
$186M -$11.9M -6% 6% 1 0%
BMCM
5750
Burns Matteson Capital Management
New York
$186M +$7.67M +4% 1.94% 144% 201 32.84%