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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
CWMA
6301
Capstone Wealth Management (Alabama)
Alabama
$216M +$72.1M +50% 15.8% 189 74.07%
CWA
6302
Capital Wealth Alliance
Arizona
$215M -$5.82M -3% 3.63% 108% 105 17.14%
HCP
6303
Hardin Capital Partners
South Carolina
$215M -$153K -0.1% 1.45% 153 16.34%
WI
6304
Wealth Intelligence
Georgia
$215M +$7.32M +4% 5.92% 59 1.69%
MUAMU
6305
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$215M +$21.7M +11% 22.3% 138% 108 23.15%
FG
6306
Franchise GP
$215M -$56.7M -21% 77.7% 49 46.94%
CWP
6307
Cornerstone Wealth Partners
Michigan
$215M +$38.9M +22% 9.76% 21 28.57%
LD
6308
Lipe & Dalton
New York
$215M +$24.1M +13% 19% 89.6% 99 12.12%
CWRP
6309
Cassady Wealth & Retirement Planning
Nevada
$215M +$21.9M +11% 10.1% 105 4.76%
DC
6310
Destiny Capital
Colorado
$215M +$27.4M +15% 15.2% 60 15%
BWM
6311
Base Wealth Management
Florida
$215M +$36.3M +20% 11.8% 66 9.09%
GCL
6312
Gouws Capital LLC
North Carolina
$215M +$26.1M +14% 20.2% 114% 59 8.47%
KWA
6313
Kellett Wealth Advisors
Ohio
$215M +$30.3M +16% 12.6% 68.1% 98 20.41%
KCM
6314
KRS Capital Management
Michigan
$215M +$51.7M +32% 49.1% 233% 129 14.73%
GP
6315
GLR Partners
Maryland
$215M +$31.5M +17% 15.5% 118 20.34%
COA
6316
Crown Oak Advisors
California
$215M +$15.4M +8% 6.67% 24 8.33%
PWM
6317
Peterson Wealth Management
Nevada
$215M +$42.1M +24% 11.5% 78% 202 26.24%
RWM
6318
Riverchase Wealth Management
Texas
$215M +$22.7M +12% 8.42% 81 12.35%
NC
6319
Nipun Capital
California
$215M +$12.4M +6% 5.89% 10 40%
LF
6320
LifeSteps Financial
California
$215M +$56.6M +36% 17.5% 88% 793 87.77%
SFG
6321
Sowa Financial Group
Rhode Island
$215M +$12.7M +6% 9.53% 77.7% 31 9.68%
SWMP
6322
Signature Wealth Management Partners
New Jersey
$214M +$15.1M +8% 16.1% 80.4% 128 14.06%
PIMC
6323
Praesidium Investment Management Company
New York
$214M -$204M -49% 22.2% 79% 12 0%
VCS
6324
Vaughan & Co Securities
New Jersey
$214M +$21.8M +11% 15.3% 65.6% 63 11.11%
PWMG
6325
Pinnacle Wealth Management Group
Michigan
$214M +$10.6M +5% 6.93% 55.7% 130 9.23%