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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
IWP
6351
Innova Wealth Partners
Pennsylvania
$129M +$13.3M +11% 7.64% 68% 81 27.16%
CI
6352
Centerstone Investors
New York
$129M +$31.8M +33% 8.44% 73.7% 30 20%
AFWM
6353
Abich Financial Wealth Management
Virginia
$129M +$24.7M +24% 5.59% 629 42.77%
WC
6354
Wynn Capital
Georgia
$129M +$6.99M +6% 10.1% 106 8.49%
CAM
6355
Campion Asset Management
Virginia
$129M +$11.2M +9% 9.6% 59.3% 105 11.43%
FA
6356
Financial Alternatives
California
$129M +$10.9M +9% 5.88% 42.6% 83 4.82%
LWM
6357
Lionsbridge Wealth Management
Florida
$129M +$4.17M +3% 6.07% 55.3% 65 36.92%
HFF
6358
Halter Ferguson Financial
Indiana
$129M -$27.5M -18% 6.59% 31 9.68%
WLG
6359
Williamson Legacy Group
Indiana
$129M +$21.3M +20% 23.9% 89 20.22%
KA
6360
Kearns & Associates
California
$129M +$11.8M +10% 8.22% 69.4% 45 13.33%
SWIM
6361
Smallwood Wealth Investment Management
New Jersey
$129M +$8.17M +7% 6.98% 67.4% 69 8.7%
NRWA
6362
North Ridge Wealth Advisors
Oregon
$129M +$8.78M +7% 3.54% 29.5% 40 2.5%
DM
6363
Delphi Management
Massachusetts
$129M +$20.1M +18% 11.5% 78% 93 22.58%
AMAL
6364
Asset Management Advisors LLC
Oklahoma
$129M +$7.14M +6% 12.2% 124% 17 5.88%
VH
6365
Visionary Horizons
Tennessee
$129M +$5.39M +4% 6.57% 86 16.28%
BFA
6366
Brown Financial Advisory
Alabama
$129M +$5.89M +5% 7.11% 50.3% 32 0%
SI
6367
Schusterman Interests
Oklahoma
$129M +$60.5M +89% 80.9% 576% 13 15.38%
MI
6368
Motiv8 Investments
Florida
$129M +$16.7M +15% 6.08% 101 20.79%
SCA
6369
Sippican Capital Advisors
Massachusetts
$129M +$1.1M +0.9% 8.02% 90.1% 122 10.66%
LC
6370
Lakehouse Capital
Australia
$129M +$3.46M +3% 12.9% 47.2% 15 6.67%
NWMG
6371
National Wealth Management Group
Ohio
$129M +$25.2M +24% 11.7% 123% 162 35.8%
SRC
6372
Samson Rock Capital
United Kingdom
$128M +$33.2M +35% 4.54% 156% 16 75%
CWM
6373
Comprehensive Wealth Management
Washington
$128M +$17.7M +16% 2.52% 24% 33 21.21%
LC
6374
Longitude (Cayman)
Cayman Islands
$128M -$44.2M -26% 33.2% 57 40.35%
PWH
6375
Priebe Wealth Holdings
Minnesota
$128M +$6.51M +5% 8.94% 73 27.4%