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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
EWM
6051
Evergreen Wealth Management
Michigan
$113M +$3.92M +4% 6.64% 62.1% 56 12.5%
CA
6052
Carson Advisory
Georgia
$113M +$8.25M +8% 2.9% 68.6% 159 18.24%
A
6053
Atomvest
Hong Kong
$112M +$31.5M +39% 18.7% 90% 5 40%
PWMG
6054
Pioneer Wealth Management Group
Texas
$112M +$6.24M +6% 3.85% 33 6.06%
CGI
6055
Calixto Global Investors
Florida
$112M +$44.9M +67% 23.1% 180% 10 50%
HIA
6056
Harvest Investment Advisors
Florida
$112M +$5.88M +6% 5.76% 78.3% 57 14.04%
JWWM
6057
Johnson & White Wealth Management
Pennsylvania
$112M +$13M +13% 4.77% 76.5% 131 83.21%
WCM
6058
Washington Capital Management
Washington
$112M +$3.7M +3% 3.1% 76.9% 116 20.69%
WWM
6059
Westwood Wealth Management
California
$112M +$29M +35% 37.9% 425% 47 12.77%
NU
6060
Northwestern University
Illinois
$112M +$7.93M +8% 10.6% 31.6% 7 0%
LA
6061
Lane & Associates
New Jersey
$112M +$6.62M +6% 5.98% 108 25.93%
SC
6062
Schubert & Co
Texas
$112M +$2.51M +2% 12.4% 47.3% 1,700 5.53%
KAM
6063
Kraft Asset Management
Tennessee
$112M +$2.36M +2% 3.22% 41% 33 21.21%
LWM
6064
Long Walk Management
Connecticut
$112M +$19.3M +21% 35.6% 302% 9 33.33%
KC
6065
Kenfarb & Co
Kentucky
$112M -$766K -0.7% 4.81% 230 8.7%
VBWMG
6066
Von Berge Wealth Management Group
California
$112M +$791K +0.7% 7.65% 60.5% 65 7.69%
FPW
6067
Flagship Private Wealth
Massachusetts
$112M +$4.92M +5% 6.53% 62.7% 75 5.33%
RWIA
6068
Roger Wittlin Investment Advisory
California
$112M +$11.7M +12% 4.23% 54.1% 44 18.18%
GCL
6069
Gouws Capital LLC
North Carolina
$112M +$5.58M +5% 6.66% 114% 48 6.25%
MA
6070
McBroom & Associates
Nevada
$112M +$19.7M +21% 15.9% 133% 37 8.11%
MCA
6071
Millennium Capital Advisors
Arkansas
$112M +$12.8M +13% 12.3% 114% 103 11.65%
MA
6072
Mudita Advisors
United Kingdom
$112M -$2.92M -3% 6.46% 143% 19 21.05%
TIA
6073
Trust Investment Advisors
Indiana
$112M +$5.59M +5% 7.9% 167% 121 38.84%
VCM
6074
Viewpoint Capital Management
Washington
$111M +$7.94M +8% 10.5% 120% 118 4.24%
DAM
6075
Doheny Asset Management
California
$111M +$25.2M +29% 9.07% 135% 74 10.81%