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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
EA
5801
Ergawealth Advisors
Illinois
$215M -$7.58M -3% 5.68% 47.7% 82 39.02%
WA
5802
Watchtower Advisors
Connecticut
$214M +$45.4M +27% 10.4% 384% 21 38.1%
VIPI
5803
Vista Investment Partners II
Indiana
$214M +$6.98M +3% 5.82% 155 20.65%
ACM
5804
Avos Capital Management
Washington
$214M +$38.9M +22% 3.99% 59 30.51%
BSA
5805
Bull Street Advisors
Georgia
$214M +$6.24M +3% 4.4% 41.9% 89 0%
BHA
5806
Beech Hill Advisors
New York
$214M -$8.11M -4% 9.62% 105% 100 8%
SA
5807
Sunesis Advisors
Kansas
$214M 5.8% 51
CHA
5808
Cooper/Haims Advisors
New York
$214M +$11M +5% 5.9% 53.1% 91 9.89%
UAM
5809
Unison Asset Management
Florida
$214M +$15.6M +8% 9.7% 81.4% 32 12.5%
ERFOTCOFW
5810
Employees Retirement Fund of the City of Fort Worth
Texas
$214M -$5.06M -2% 3.04% 31.5% 19 31.58%
CC
5811
Constitution Capital
Connecticut
$214M +$17.9M +9% 7% 70.2% 62 11.29%
CastleKeep Investment Advisors
5812
CastleKeep Investment Advisors
Connecticut
$214M +$9.36M +5% 5.03% 89 4.49%
ONSWM
5813
Old North State Wealth Management
North Carolina
$214M +$21.8M +11% 9.29% 76.7% 129 11.63%
KG
5814
Kieckhefer Group
Wisconsin
$214M +$29.2M +16% 18.8% 57 21.05%
FHWM
5815
Fox Hill Wealth Management
Massachusetts
$214M +$19.1M +10% 11.7% 136 20.59%
FIC
5816
FCG Investment Company
Tennessee
$214M +$21.9M +11% 16.3% 98 16.33%
FFS
5817
Forge Financial Services
Oklahoma
$213M +$80.2M +60% 5.66% 22 9.09%
SCA
5818
Southern Capital Advisors
Tennessee
$213M +$17.9M +9% 7.11% 58.2% 84 5.95%
NWM
5819
Napa Wealth Management
California
$213M +$4.3M +2% 10.4% 181 45.3%
AFT
5820
Alpha Family Trust
California
$213M +$11.3M +6% 12.6% 198% 205 14.63%
LGW
5821
Leslie Global Wealth
Illinois
$213M +$26.1M +14% 7.79% 81 19.75%
RCM
5822
Rings Capital Management
Illinois
$213M +$6.27M +3% 6.9% 40.9% 7 0%
IWM
5823
Inlight Wealth Management
Georgia
$213M +$19.8M +10% 9.21% 257 7.78%
BGA
5824
Battery Global Advisors
Massachusetts
$213M +$9.86M +5% 3.65% 152 9.21%
SG
5825
StepStone Group
California
$213M +$162M +322% 11.5% 103% 21 57.14%