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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
GWM
6101
Greenhouse Wealth Management
Connecticut
$111M -$1.96M -2% 3.61% 78.8% 55 7.27%
EWM
6102
Endowment Wealth Management
Wisconsin
$111M +$2.23M +2% 1.82% 66.3% 141 11.35%
ECM
6103
Endurant Capital Management
California
$111M -$3.2M -3% 5.4% 18.4% 59 69.49%
NED
6104
Nancy E. Dempze
$111M -$5.31M -5% 3.39% 83.1% 65 4.62%
VF
6105
Vawter Financial
Ohio
$111M -$4.33M -4% 3.45% 48% 72 6.94%
IWP
6106
Innova Wealth Partners
Pennsylvania
$111M -$6.11M -5% 1.06% 68% 65 23.08%
JCA
6107
Jade Capital Advisors
New Jersey
$111M -$17.2M -13% 5.03% 28.9% 97 56.7%
BCM
6108
Bancreek Capital Management
California
$111M -$20M -15% 1.98% 33.6% 22 31.82%
SC
6109
Saltoro Capital
Texas
$111M +$13.7M +14% 10.9% 130% 83 71.08%
AA
6110
Axiom Advisory
California
$111M -$1.94M -2% 3.57% 16.4% 36 8.33%
CRIG
6111
Charter Research & Investment Group
Connecticut
$111M -$9.47M -8% 4.92% 82.3% 78 6.41%
CAM
6112
Concorde Asset Management
Michigan
$111M +$2.61M +2% 3.63% 152 23.03%
KFA
6113
Kapstone Financial Advisors
Ohio
$111M -$9.75M -8% 3.43% 131% 101 10.89%
RPM
6114
Ridgemont Partners Management
North Carolina
$111M +$7.57M +7% 7.32% 45.6% 1 0%
RA
6115
RiverPark Advisors
New York
$111M +$1.89M +2% 1.72% 87.5% 109 57.8%
TMWM
6116
Taylor & Morgan Wealth Management
Michigan
$111M -$10.9M -9% 4.54% 75.5% 65 12.31%
LC
6117
Lakehouse Capital
Australia
$111M -$5.36M -5% 3.02% 47.2% 15 20%
WFAG
6118
Worth Financial Advisory Group
North Carolina
$111M +$3.11M +3% 2.45% 82.9% 127 10.24%
SCA
6119
Sippican Capital Advisors
Massachusetts
$111M +$2.31M +2% 0.38% 90.1% 110 8.18%
WSL
6120
Western Standard LLC
California
$111M -$5.39M -5% 4.93% 83.7% 42 50%
EWM
6121
Elevatus Welath Management
New York
$111M -$33.4M -23% 0.25% 261% 88 65.91%
BWM
6122
BlackDiamond Wealth Management
New York
$111M -$7.68M -6% 2.63% 70.8% 143 23.08%
SC
6123
Shearwater Capital
Colorado
$111M -$3.75M -3% 3.84% 64.2% 38 0%
JWWM
6124
Johnson & White Wealth Management
Pennsylvania
$111M +$37.6M +52% 3.89% 76.5% 74 55.41%
SMF
6125
Sterling Manor Financial
New York
$110M -$8.07M -7% 3.3% 42.4% 31 41.94%