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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
HIA
5951
Harvest Investment Advisors
Florida
$112M -$5.09M -4% 4% 52 1.92%
MFA
5952
Millington Financial Advisors
Illinois
$112M -$890K -0.8% 4.09% 61% 79 12.66%
RWM
5953
Refined Wealth Management
Utah
$111M -$9.89M -8% 5.29% 76.8% 26 0%
GWM
5954
Greenhouse Wealth Management
Connecticut
$111M -$1.96M -2% 3.61% 65.7% 55 7.27%
EWM
5955
Endowment Wealth Management
Wisconsin
$111M +$2.23M +2% 1.82% 57.4% 141 11.35%
ECM
5956
Endurant Capital Management
California
$111M -$3.2M -3% 5.4% 18.4% 59 69.49%
NED
5957
Nancy E. Dempze
$111M -$5.31M -5% 3.39% 59.1% 65 4.62%
IWP
5958
Innova Wealth Partners
Pennsylvania
$111M -$6.11M -5% 1.06% 68% 65 23.08%
JCA
5959
Jade Capital Advisors
New Jersey
$111M -$17.2M -13% 5.03% 28.9% 97 56.7%
BCM
5960
Bancreek Capital Management
California
$111M -$20M -15% 1.98% 27.7% 22 31.82%
SC
5961
Saltoro Capital
Texas
$111M +$13.7M +14% 10.9% 130% 83 71.08%
AA
5962
Axiom Advisory
California
$111M -$1.94M -2% 3.57% 16.4% 36 8.33%
CRIG
5963
Charter Research & Investment Group
Connecticut
$111M -$9.47M -8% 4.92% 71.1% 78 6.41%
CAM
5964
Concorde Asset Management
Michigan
$111M +$2.61M +2% 3.63% 152 23.03%
KFA
5965
Kapstone Financial Advisors
Ohio
$111M -$9.75M -8% 3.43% 117% 101 10.89%
RPM
5966
Ridgemont Partners Management
North Carolina
$111M +$7.57M +7% 7.32% 45.6% 1 0%
RA
5967
RiverPark Advisors
New York
$111M +$1.89M +2% 1.72% 87.5% 109 57.8%
TMWM
5968
Taylor & Morgan Wealth Management
Michigan
$111M -$10.9M -9% 4.54% 75.5% 65 12.31%
LC
5969
Lakehouse Capital
Australia
$111M -$5.36M -5% 3.02% 47.2% 15 20%
WFAG
5970
Worth Financial Advisory Group
North Carolina
$111M +$3.11M +3% 2.45% 60.9% 127 10.24%
SCA
5971
Sippican Capital Advisors
Massachusetts
$111M +$2.31M +2% 0.38% 90.1% 110 8.18%
WSL
5972
Western Standard LLC
California
$111M -$5.39M -5% 4.93% 68.9% 42 50%
EWM
5973
Elevatus Welath Management
New York
$111M -$33.4M -23% 0.25% 176% 88 65.91%
BWM
5974
BlackDiamond Wealth Management
New York
$111M -$7.68M -6% 2.63% 53.8% 143 23.08%
SC
5975
Shearwater Capital
Colorado
$111M -$3.75M -3% 3.84% 64.2% 38 0%