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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
EWA
6426
Emergent Wealth Advisors
New York
$178M +$5.27M +3% 1.88% 139 14.39%
IWAO
6427
Independence Wealth Advisors (Ohio)
Ohio
$178M 1.8% 83
AIM
6428
Atlantic Investment Management
New York
$178M +$3.49M +2% 11.8% 34% 15 60%
MIM
6429
Monashee Investment Management
Massachusetts
$177M -$23.1M -12% 46.4% 447% 88 86.36%
BA
6430
Ballew Advisors
Mississippi
$177M -$1.74M -1% 0.8% 62.3% 130 13.85%
AI
6431
Arrien Investments
Idaho
$177M +$6.36M +4% 1.42% 36.9% 46 13.04%
MWP
6432
Meriwether Wealth & Planning
Louisiana
$177M +$4.71M +3% 2.19% 135 14.81%
ANHIM
6433
Alan N. Hoffman Investment Management
Massachusetts
$177M -$51.8M -23% 5.84% 76.8% 15 0%
GWAM
6434
Guardian Wealth Advisors (Minnesota)
Minnesota
$177M +$882K +0.5% 2.38% 45.6% 75 8%
PWM
6435
PTM Wealth Management
United States
$177M +$9.66M +6% 1.68% 56 3.57%
BWA
6436
Babb Wealth Advisors
Arizona
$177M +$23.3M +15% 1.85% 21 23.81%
MAMG
6437
Milestone Asset Management Group
Connecticut
$177M +$18.2M +11% 0.56% 132 15.91%
WCM
6438
Warburton Capital Management
Oklahoma
$177M +$10.9M +7% 3.1% 68 20.59%
WFL
6439
Wealth Forward LLC
North Dakota
$177M +$4.77M +3% 1.73% 45 8.89%
LTL
6440
Lowery Thomas LLC
California
$177M +$3.81M +2% 2.19% 74.7% 55 0%
OCM
6441
Orser Capital Management
Texas
$177M -$13.2M -7% 3.91% 122% 77 36.36%
DWA
6442
Dougherty Wealth Advisers
Minnesota
$177M +$21.7M +14% 2.13% 67.5% 125 16%
KRAVCF
6443
Karnit Road Accident Victims Compensation Fund
$177M 2.53% 16
AWMM
6444
Aegis Wealth Management (Maryland)
Maryland
$177M -$9.8M -5% 3.16% 127 7.87%
PFA
6445
Presper Financial Architects
Ohio
$177M +$4.5M +3% 0.8% 56 12.5%
PWSG
6446
Pacific Wealth Strategies Group
California
$177M +$13.6M +8% 4.69% 75.5% 67 13.43%
FD
6447
Financial Designs
California
$177M +$3.86M +2% 0.91% 42.1% 24 12.5%
GGA
6448
Granite Group Advisors
Connecticut
$177M +$11.4M +7% 1.24% 92 16.3%
CFG
6449
CNO Financial Group
Indiana
$176M +$25.9M +17% 0.98% 10 20%
CPL
6450
CAP Partners LLC
Tennessee
$176M +$254K +0.1% 0.61% 154 12.34%