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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
AWMT
6026
AAFMAA Wealth Management & Trust
North Carolina
$108M -$13.5M -11% 1.98% 58.8% 52 7.69%
NCG
6027
Newport Capital Group
New Jersey
$108M -$91.6M -46% 2.58% 73 41.1%
MWM
6028
Magnolia Wealth Management
Alabama
$107M +$101K +0.1% 3.46% 45.4% 11 0%
WAM
6029
WealthTrust Asset Management
Florida
$107M -$2.86M -3% 0.94% 82.5% 82 21.95%
MF
6030
Meridian Financial
Massachusetts
$107M -$3.45M -3% 3.84% 52.8% 101 7.92%
SWP
6031
Semus Wealth Partners
Florida
$107M -$1.53M -1% 4.11% 79.2% 123 10.57%
EG
6032
Ellerson Group
Maryland
$107M +$2.32M +2% 0.18% 138% 64 25%
GA
6033
GraniteShares Advisors
New York
$107M -$3.6M -3% 0.26% 90.3% 144 63.19%
AI
6034
Aflac Inc
Georgia
$107M +$29.5M +38% 40.8% 31.1% 4 0%
NCMW
6035
Northern Capital Management (Washington)
Washington
$107M -$24.4M -19% 3.67% 80% 41 12.2%
SWA
6036
Sightline Wealth Advisors
Connecticut
$107M +$6.49M +6% 4.14% 44.4% 74 22.97%
NF
6037
Nvest Financial
New Hampshire
$107M -$7.13M -6% 3.11% 75.6% 68 19.12%
CCA
6038
Cottonwood Capital Advisors
Utah
$107M -$2.14M -2% 1.79% 78.3% 110 18.18%
EFG
6039
Erickson Financial Group
Pennsylvania
$107M -$3.31M -3% 4.31% 50.6% 24 0%
RAM
6040
RK Asset Management
Michigan
$107M -$1.18M -1% 0.23% 47.6% 21 0%
DG
6041
DMC Group
Alabama
$107M +$6.8M +7% 2.4% 67% 125 12%
GWMI
6042
Guardian Wealth Management (Illinois)
Illinois
$107M -$2.68M -2% 0.97% 103% 236 7.63%
PCC
6043
Park Circle Company
Maryland
$107M -$67.2K -0.1% 1.86% 58.1% 111 6.31%
PMAM
6044
Penn Mutual Asset Management
Pennsylvania
$107M -$4.27M -4% 3.1% 28.7% 76 17.11%
AMAL
6045
Asset Management Advisors LLC
Oklahoma
$107M -$8.63M -7% 2.16% 124% 16 6.25%
GC
6046
Gratia Capital
California
$106M +$11.8M +12% 7.3% 43% 34 44.12%
CCA
6047
Cravens & Co Advisors
Tennessee
$106M -$2.25M -2% 2.66% 52.1% 71 4.23%
GFP
6048
Guardian Financial Partners
California
$106M +$72M +209% 2.48% 50.2% 43 65.12%
KAM
6049
Kraft Asset Management
Tennessee
$106M -$4.98M -4% 2.1% 41% 37 21.62%
VWA
6050
VERITY Wealth Advisors
United States
$106M -$5.09M -5% 3.81% 59.9% 69 4.35%