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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
C
6401
Covestor
United Kingdom
$150M -$9.8M -6% 3.03% 136% 2,871 5.22%
ALM
6402
Argosy-Lionbridge Management
New York
$150M +$20.1M +15% 4.84% 14 28.57%
LIC
6403
Laurus Investment Counsel
Canada
$150M -$44.4M -23% 11.9% 14.1% 48 12.5%
SMA
6404
Seven Mile Advisory
New Jersey
$150M -$6.96M -4% 3.63% 131% 182 12.09%
BMD
6405
Better Money Decisions
New Mexico
$150M +$5.5M +4% 0.94% 32.7% 71 9.86%
CMS
6406
Capital Market Strategies
Florida
$150M -$24M -14% 4.17% 120% 163 16.56%
OCA
6407
OEP Capital Advisors
New York
$150M +$18.2M +14% 13.9% 23.2% 1 0%
ACM
6408
Alcosta Capital Management
California
$150M -$21.7M -13% 9.45% 175% 26 0%
GWMI
6409
Guardian Wealth Management (Illinois)
Illinois
$150M +$3M +2% 1.04% 103% 239 6.28%
WA
6410
Westfuller Advisors
New York
$150M -$7.62M -5% 0.95% 105 20%
CA
6411
Corrado Advisors
New Jersey
$150M -$3.75M -2% 0.11% 64% 117 20.51%
NRWA
6412
North Ridge Wealth Advisors
Oregon
$150M +$5.22M +4% 0.34% 29.5% 207 27.05%
MM
6413
Monolith Management
Hong Kong
$150M -$47.4M -24% 24.9% 31 74.19%
CRFG
6414
Columbia River Financial Group
Washington
$150M +$4.07M +3% 0.38% 124 57.26%
EA
6415
Echo45 Advisors
California
$149M -$2.82M -2% 0.06% 49.9% 54 7.41%
UWM
6416
Udine Wealth Management
Florida
$149M -$6.2M -4% 3.15% 127% 36 36.11%
WMS
6417
Wealth Management Strategies
Pennsylvania
$149M +$18.7M +14% 1.98% 38 10.53%
RA
6418
RiverTree Advisors
Florida
$149M -$2.81M -2% 1.66% 25.4% 59 28.81%
BC
6419
Beaconlight Capital
New York
$149M -$120M -45% 13.5% 282% 34 44.12%
O3W
6420
Omni 360 Wealth
New Jersey
$149M -$1.08M -0.7% 1.11% 114 7.89%
KSCM
6421
Kamunting Street Capital Management
Florida
$149M +$33.6M +29% 7.22% 7.47% 20 50%
SWMG
6422
Sard Wealth Management Group
Georgia
$149M +$309K +0.2% 1.83% 48 4.17%
BA
6423
Ballew Advisors
Mississippi
$149M -$7.61M -5% 1.95% 62.3% 116 17.24%
2L
6424
22NW LP
Washington
$149M -$9.44M -6% 13.8% 138% 22 36.36%
AA
6425
Atmos Advisory
Pennsylvania
$149M +$5.01M +3% 0.01% 30.2% 32 37.5%