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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
BW
6451
Basepoint Wealth
Iowa
$136M +$8.94M +7% 9.94% 113% 117 10.26%
CRIG
6452
Charter Research & Investment Group
Connecticut
$136M +$8.67M +7% 7.96% 82.3% 85 5.88%
PCMU
6453
Paragon Capital Management (Utah)
Utah
$136M +$4.49M +3% 4.95% 69.4% 82 36.59%
PAG
6454
Paladin Advisory Group
Iowa
$136M +$7.29M +6% 5.74% 71.9% 236 5.08%
MIM
6455
Meixler Investment Management
Arizona
$136M +$4.92M +4% 6.37% 66.2% 120 20.83%
TDC
6456
Thompson Davis & Co
Virginia
$135M +$20.1M +17% 16.1% 188% 138 26.09%
VAM
6457
Vienna Asset Management
California
$135M +$14.6M +12% 5.59% 56 39.29%
SH
6458
SeaTown Holdings
Singapore
$135M -$2.7M -2% 8.82% 220% 16 31.25%
EWA
6459
Emergent Wealth Advisors
New York
$135M +$10.9M +9% 6.31% 120 19.17%
PWA
6460
Providence Wealth Advisors
Illinois
$135M +$9.81M +8% 6.63% 112% 87 14.94%
VWWMG
6461
Vermillion & White Wealth Management Group
Pennsylvania
$135M +$2.37M +2% 5.44% 394 14.72%
TIM
6462
Tevis Investment Management
Texas
$135M +$10.7M +9% 7.72% 58.7% 93 10.75%
RL
6463
Retireful LLC
Michigan
$135M -$77.5M -36% 7.74% 382% 132 79.55%
WA
6464
WESPAC Advisors
California
$135M +$7.35M +6% 6.46% 112% 172 30.23%
LAS
6465
LWM Advisory Services
Florida
$135M +$15.9M +13% 6.42% 64.9% 96 19.79%
MAM
6466
Mainsail Asset Management
Alabama
$135M +$8.72M +7% 8.01% 65 23.08%
PWSG
6467
Pacific Wealth Strategies Group
California
$135M +$13.8M +11% 6.83% 75.5% 53 16.98%
HCM
6468
Heights Capital Management
California
$135M 18% 138
TNAM
6469
Terra Nova Asset Management
New York
$135M +$7.99M +6% 10.7% 158% 87 9.2%
EWA
6470
Elevate Wealth Advisory
Georgia
$135M +$11.5M +9% 6.77% 121 8.26%
AA
6471
AlphaCentric Advisors
Puerto Rico
$135M -$1.28M -0.9% 9.75% 245 17.55%
WF
6472
Wayfinding Financial
Washington
$134M -$43.2M -24% 3.84% 68.3% 128 72.66%
WAM
6473
WealthTrust Asset Management
Florida
$134M -$2.78M -2% 7% 97.9% 109 39.45%
OA
6474
Oceanside Advisors
South Carolina
$134M +$10.4M +8% 5.87% 50 8%
SCH
6475
Shengqi Capital (HK)
Hong Kong
$134M 17.7% 3