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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
WWM
6401
Whalen Wealth Management
Nevada
$150M +$5.57M +4% 0.86% 184 61.41%
XPN
6402
XY Planning Network
Montana
$150M +$16.8M +13% 0.7% 118 35.59%
C
6403
Covestor
United Kingdom
$150M -$9.8M -6% 3.03% 136% 2,871 5.22%
ALM
6404
Argosy-Lionbridge Management
New York
$150M +$20.1M +15% 4.84% 14 28.57%
LIC
6405
Laurus Investment Counsel
Canada
$150M -$44.4M -23% 11.9% 14.1% 48 12.5%
SMA
6406
Seven Mile Advisory
New Jersey
$150M -$6.96M -4% 3.63% 131% 182 12.09%
BMD
6407
Better Money Decisions
New Mexico
$150M +$5.5M +4% 0.94% 32.7% 71 9.86%
CMS
6408
Capital Market Strategies
Florida
$150M -$24M -14% 4.17% 120% 163 16.56%
OCA
6409
OEP Capital Advisors
New York
$150M +$18.2M +14% 13.9% 23.2% 1 0%
ACM
6410
Alcosta Capital Management
California
$150M -$21.7M -13% 9.45% 175% 26 0%
GWMI
6411
Guardian Wealth Management (Illinois)
Illinois
$150M +$3M +2% 1.04% 103% 239 6.28%
WA
6412
Westfuller Advisors
New York
$150M -$7.62M -5% 0.95% 105 20%
CA
6413
Corrado Advisors
New Jersey
$150M -$3.75M -2% 0.11% 64% 117 20.51%
NRWA
6414
North Ridge Wealth Advisors
Oregon
$150M +$5.22M +4% 0.34% 29.5% 207 27.05%
MM
6415
Monolith Management
Hong Kong
$150M -$47.4M -24% 24.9% 31 74.19%
CRFG
6416
Columbia River Financial Group
Washington
$150M +$4.07M +3% 0.38% 124 57.26%
EA
6417
Echo45 Advisors
California
$149M -$2.82M -2% 0.06% 49.9% 54 7.41%
UWM
6418
Udine Wealth Management
Florida
$149M -$6.2M -4% 3.15% 127% 36 36.11%
WMS
6419
Wealth Management Strategies
Pennsylvania
$149M +$18.7M +14% 1.98% 38 10.53%
RA
6420
RiverTree Advisors
Florida
$149M -$2.81M -2% 1.66% 25.4% 59 28.81%
BC
6421
Beaconlight Capital
New York
$149M -$120M -45% 13.5% 282% 34 44.12%
O3W
6422
Omni 360 Wealth
New Jersey
$149M -$1.08M -0.7% 1.11% 114 7.89%
KSCM
6423
Kamunting Street Capital Management
Florida
$149M +$33.6M +29% 7.22% 7.47% 20 50%
SWMG
6424
Sard Wealth Management Group
Georgia
$149M +$309K +0.2% 1.83% 48 4.17%
BA
6425
Ballew Advisors
Mississippi
$149M -$7.61M -5% 1.95% 62.3% 116 17.24%