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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
PWP
6076
Pursue Wealth Partners
California
$175M -$8.3M -5% 4.88% 108% 129 25.58%
CWM
6077
CarsonAllaria Wealth Management
Illinois
$175M +$288K +0.2% 1.2% 51.7% 405 15.56%
SRA
6078
Secured Retirement Advisors
Minnesota
$175M +$35.8M +26% 0.3% 163 41.1%
COA
6079
Charter Oak Advisors
New York
$175M 1.32% 16
CWP
6080
Core Wealth Partners
California
$174M +$9.58M +6% 3.14% 63.8% 172 8.72%
DA
6081
Dover Advisors
Virginia
$174M -$1.84M -1% 0.25% 65% 145 19.31%
FWM
6082
Finer Wealth Management
Massachusetts
$174M +$12.4M +8% 11.7% 149% 85 10.59%
TFG
6083
Team Financial Group
California
$174M +$6.24M +4% 0.55% 42.4% 38 5.26%
KHC
6084
Koesten Hirschmann & Crabtree
Kansas
$174M +$2.7M +2% 1.17% 62.6% 212 11.32%
S
6085
Sanofi
France
$174M 1% 9
EFS
6086
Econ Financial Services
Pennsylvania
$174M -$4.47M -3% 3.67% 16.9% 113 67.26%
CC
6087
Corton Capital
Ontario, Canada
$174M -$31.4M -15% 19.1% 225% 691 78.29%
IF
6088
Integrity Financial
Wyoming
$174M +$3.67M +2% 2.14% 66.3% 258 18.6%
MFG
6089
Midwest Financial Group
Kansas
$174M +$3.86M +2% 0.89% 94% 116 10.34%
FP
6090
Factorial Partners
New York
$174M +$336K +0.2% 1.9% 80.1% 79 17.72%
DVF
6091
Discovery Value Fund
Singapore
$174M -$20.5M -11% 12.3% 210% 5 20%
PCM
6092
Pointe Capital Management
Michigan
$174M +$2.69M +2% 1.69% 62.6% 166 7.83%
RCM
6093
Ravenstone Capital Management
$174M +$7.84M +5% 0.1% 63% 87 62.07%
HWM
6094
HighMark Wealth Management
Minnesota
$174M -$8.76M -5% 3.4% 110% 632 15.03%
AWM
6095
AllSquare Wealth Management
New York
$174M -$2.13M -1% 0.25% 62.4% 551 3.81%
GDCM
6096
Galaxy Digital Capital Management
New York
$174M 22.2% 40
CMS
6097
Capital Market Strategies
Florida
$174M +$7.8M +5% 4.31% 120% 167 15.57%
LCG
6098
Lynx Capital Group
Ohio
$174M +$19.3M +13% 0.24% 83 10.84%
XXIP
6099
Xiamen Xinweidachuang Investment Partnership
China
$173M -$19.3M -10% 6.47% 66.6% 1 0%
YWS
6100
Yarger Wealth Strategies
Ohio
$173M -$7.36M -4% 1.93% 55.1% 99 14.14%