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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
IAM
6226
Infusive Asset Management
New York
$220M +$13.2M +6% 4.29% 33.8% 38 36.84%
SWIA
6227
Solano Wealth Investment Advisors
California
$220M +$19.1M +10% 12.9% 35 2.86%
EWA
6228
Exit Wealth Advisors
Georgia
$220M +$25.1M +13% 14.8% 181 44.75%
BWG
6229
Boomfish Wealth Group
Georgia
$220M +$32.2M +17% 17.9% 96 10.42%
ORP
6230
Orion Resource Partners
New York
$219M +$577K +0.3% 5.72% 32 62.5%
PWA
6231
Primoris Wealth Advisors
Florida
$219M +$76.5M +54% 44.5% 182% 135 36.3%
CE
6232
Cornerstone Enterprises
Wisconsin
$219M +$18.2M +9% 17.2% 43 20.93%
WMRU
6233
William Marsh Rice University
Texas
$219M -$1.42M -0.6% 6.8% 4.44% 2 0%
CI
6234
Canerector Inc
Ontario, Canada
$219M +$8.12M +4% 19.2% 9 0%
HFW
6235
Horizon Family Wealth
Illinois
$219M +$29.8M +16% 13.1% 68.6% 94 7.45%
BSA
6236
Bull Street Advisors
Georgia
$219M +$17.1M +8% 5.36% 41.9% 96 3.13%
VFA
6237
Values First Advisors
Tennessee
$219M +$27M +14% 17% 86.4% 200 16.5%
PPA
6238
Pacific Point Advisors
California
$219M +$29.4M +16% 35.7% 143 16.78%
CWM
6239
Comprehensive Wealth Management
Washington
$219M +$21.1M +11% 9.64% 36.9% 44 13.64%
RA
6240
RiverPark Advisors
New York
$219M -$57.3M -21% 11.3% 87.5% 166 26.51%
SCM
6241
Sunbeam Capital Management
Georgia
$219M +$44.1M +25% 16.6% 129 17.05%
HCM
6242
Horrell Capital Management
Arkansas
$219M -$681K -0.3% 7.29% 55.1% 203 7.88%
7CM
6243
7G Capital Management
New York
$219M +$50.4M +30% 17.6% 137% 12 25%
LWA
6244
LifeGoal Wealth Advisors
New York
$218M +$43.7M +25% 15.2% 162 35.19%
PCC
6245
Perry Creek Capital
New York
$218M +$58M +36% 23.3% 51.2% 14 35.71%
MAS
6246
MPWM Advisory Solutions
Georgia
$218M +$29.6M +16% 14.9% 609 11.49%
LWA
6247
Lantern Wealth Advisors
New York
$218M +$23.4M +12% 12.6% 194 15.46%
TPC
6248
Tiger Pacific Capital
New York
$218M -$191M -47% 5.39% 84.5% 12 25%
SCM
6249
Saxony Capital Management
Missouri
$218M +$45.9M +27% 13.7% 205 30.73%
OC
6250
OxenFree Capital
Florida
$218M +$11.9M +6% 13.2% 60 13.33%