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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
OW
6126
Olistico Wealth
Oklahoma
$180M +$18.4M +11% 11.8% 95.8% 398 20.85%
PMIM
6127
Prudent Man Investment Management
Colorado
$180M -$353K -0.2% 5.35% 169 0%
PCA
6128
Purkiss Capital Advisors
Connecticut
$180M +$47.4M +36% 7.25% 157 33.12%
SFCL
6129
Strengthening Families & Communities LLC
Massachusetts
$180M +$16.3M +10% 14.4% 106% 445 24.04%
WSL
6130
Western Standard LLC
California
$180M +$9.65M +6% 17.1% 83.7% 31 41.94%
CFG
6131
Cosner Financial Group
Colorado
$180M +$16.1M +10% 8.05% 49.7% 38 10.53%
HM
6132
Heronetta Management
New York
$180M -$3.49M -2% 1.75% 59.7% 25 4%
TWM
6133
TLW Wealth Management
Florida
$179M +$12.9M +8% 7.8% 82.9% 18 16.67%
RWIA
6134
Roger Wittlin Investment Advisory
California
$179M +$8.5M +5% 8.9% 54.1% 47 17.02%
AFS
6135
Axiom Financial Strategies
Indiana
$179M +$10.6M +6% 9.36% 54.5% 57 45.61%
ACM
6136
Alcosta Capital Management
California
$179M +$29.4M +20% 22.6% 175% 28 14.29%
BFP
6137
Beacon Financial Planning
Massachusetts
$179M +$5.13M +3% 7.53% 71.1% 50 4%
GCM
6138
Granby Capital Management
Florida
$179M -$6.42M -3% 6.21% 50% 21 19.05%
AWM
6139
Avondale Wealth Management
Texas
$179M +$20.2M +13% 11.5% 78.6% 121 14.05%
W
6140
WealthCollab
Washington
$179M +$17M +10% 9.3% 1,027 18.7%
MWM
6141
MOKAN Wealth Management
Kansas
$179M +$13M +8% 4.77% 85 16.47%
AIM
6142
Athena Investment Management
California
$179M +$13.8M +8% 9.24% 80.6% 155 5.81%
HI
6143
Harper Investing
California
$179M +$28M +19% 13.1% 53.4% 62 25.81%
DCM
6144
Delta Capital Management
New Jersey
$179M +$6.48M +4% 6.32% 125% 105 5.71%
EWS
6145
Eagle Wealth Strategies
New Jersey
$179M +$15.8M +10% 7.99% 109 14.68%
SCM
6146
Solas Capital Management
Connecticut
$179M +$956K +0.5% 12.6% 62.5% 26 42.31%
MMHP
6147
Murphy Middleton Hinkle & Parker
Georgia
$179M $0 0% 5.21% 61.7% 132 0%
CPL
6148
Corecam Pte Ltd
$179M -$5.69M -3% 14% 41 29.27%
BFA
6149
Brendel Financial Advisors
New Hampshire
$179M +$13.9M +8% 12.6% 126% 114 31.58%
NAM
6150
NewGen Asset Management
Ontario, Canada
$178M +$24.4M +16% 35.5% 402% 38 55.26%