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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
PFWA
5926
Paces Ferry Wealth Advisors
Georgia
$126M -$13.6M -10% 6.24% 72% 123 15.45%
NWM
5927
Nauset Wealth Management
Connecticut
$126M +$20.8M +20% 3.14% 234 75.21%
DB
5928
Dravo Bay
Delaware
$125M +$9.11M +8% 5.57% 45.2% 173 78.61%
EVP
5929
Evergreen Venture Partners
Israel
$125M -$63.6M -34% 33.7% 88.4% 1 0%
BDFN
5930
Bond & Devick Financial Network
Minnesota
$125M -$8.24M -6% 5.57% 41.2% 115 10.43%
SMF
5931
Sterling Manor Financial
New York
$125M -$3.08M -2% 5.75% 42.4% 102 47.06%
ISSM
5932
Invesco Senior Secured Management
New York
$125M -$17.3M -12% 3.41% 18.1% 15 33.33%
MTWM
5933
Masso Torrence Wealth Management
New Jersey
$125M -$18.1M -13% 4.36% 130% 405 80.99%
BI
5934
Blooom Inc
Kansas
$125M -$7.97M -6% 1.67% 51 15.69%
SAM
5935
Silverhawk Asset Management
Arizona
$125M +$332K +0.3% 5.16% 32 21.88%
TA
5936
TKG Advisors
Indiana
$125M -$1.88M -1% 1.83% 104% 99 35.35%
CCP
5937
Cassia Capital Partners
North Carolina
$125M -$24.1M -16% 1.57% 55% 65 12.31%
SJIA
5938
St. James Investment Advisors
New York
$125M -$10.6M -8% 6.05% 105 32.38%
CWR
5939
Chico Wealth RIA
California
$125M 5.83% 74.7% 23
PG
5940
Prostatis Group
Maryland
$125M -$38.3M -24% 6.49% 72.9% 111 43.24%
WAM
5941
Walker Asset Management
Missouri
$125M +$10.4M +9% 5.26% 75.9% 99 26.26%
WPEP
5942
Walnut Private Equity Partners
Nebraska
$125M +$14.6M +13% 8.91% 60.6% 16 6.25%
RCGI
5943
Ribbit Capital GP IV
California
$125M -$42.2M -25% 23.3% 2 0%
W
5944
WorthPointe
California
$124M +$11.9M +11% 3.74% 59.7% 59 49.15%
GWM
5945
Gitterman Wealth Management
New Jersey
$124M -$10.6M -8% 4.42% 33% 124 45.16%
CFO
5946
Capitol Family Office
Oregon
$124M -$21.5M -15% 6.66% 61.9% 26 26.92%
CG
5947
Cynosure Group
Utah
$124M -$8.4M -6% 0.83% 56.8% 25 12%
VAM
5948
Vert Asset Management
California
$124M +$2.65M +2% 4.84% 43.6% 46 8.7%
EW
5949
Element Wealth
Mississippi
$124M -$8.38M -6% 4.26% 59.6% 209 9.57%
ACA
5950
Ascension Capital Advisors
Texas
$124M -$28.5M -19% 5.71% 59.3% 38 26.32%