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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
NMG
6051
New Millennium Group
Utah
$181M +$28.2M +19% 20.2% 176% 501 20.36%
KAH
6052
Kathryn A. Hall
$180M +$13.4M +8% 8.57% 95.2% 19 5.26%
BW
6053
BostonPremier Wealth
Massachusetts
$180M +$19.2M +12% 9.91% 66 16.67%
BFA
6054
Bright Financial Advisors
Michigan
$180M +$17.4M +11% 6.61% 58 5.17%
OW
6055
Olistico Wealth
Oklahoma
$180M +$18.4M +11% 11.8% 95.8% 398 20.85%
PMIM
6056
Prudent Man Investment Management
Colorado
$180M -$353K -0.2% 5.35% 169 0%
PCA
6057
Purkiss Capital Advisors
Connecticut
$180M +$47.4M +36% 7.25% 157 33.12%
SFCL
6058
Strengthening Families & Communities LLC
Massachusetts
$180M +$16.3M +10% 14.4% 82.7% 445 24.04%
WSL
6059
Western Standard LLC
California
$180M +$9.65M +6% 17.1% 68.9% 31 41.94%
CFG
6060
Cosner Financial Group
Colorado
$180M +$16.1M +10% 8.05% 39.5% 38 10.53%
HM
6061
Heronetta Management
New York
$180M -$3.49M -2% 1.75% 59.7% 25 4%
TWM
6062
TLW Wealth Management
Florida
$179M +$12.9M +8% 7.8% 82.9% 18 16.67%
RWIA
6063
Roger Wittlin Investment Advisory
California
$179M +$8.5M +5% 8.9% 54.1% 47 17.02%
AFS
6064
Axiom Financial Strategies
Indiana
$179M +$10.6M +6% 9.36% 41.2% 57 45.61%
ACM
6065
Alcosta Capital Management
California
$179M +$29.4M +20% 22.6% 169% 28 14.29%
BFP
6066
Beacon Financial Planning
Massachusetts
$179M +$5.13M +3% 7.53% 58.7% 50 4%
GCM
6067
Granby Capital Management
Florida
$179M -$6.42M -3% 6.21% 40.9% 21 19.05%
AWM
6068
Avondale Wealth Management
Texas
$179M +$20.2M +13% 11.5% 78.6% 121 14.05%
W
6069
WealthCollab
Washington
$179M +$17M +10% 9.3% 1,027 18.7%
MWM
6070
MOKAN Wealth Management
Kansas
$179M +$13M +8% 4.77% 85 16.47%
AIM
6071
Athena Investment Management
California
$179M +$13.8M +8% 9.24% 59.8% 155 5.81%
HI
6072
Harper Investing
California
$179M +$28M +19% 13.1% 53.4% 62 25.81%
DCM
6073
Delta Capital Management
New Jersey
$179M +$6.48M +4% 6.32% 125% 105 5.71%
EWS
6074
Eagle Wealth Strategies
New Jersey
$179M +$15.8M +10% 7.99% 109 14.68%
SCM
6075
Solas Capital Management
Connecticut
$179M +$956K +0.5% 12.6% 41.5% 26 42.31%