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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
WWC
6501
Waypoint Wealth Counsel
Georgia
$117M +$11.3M +11% 10.8% 96.6% 101 11.88%
BFP
6502
Briaud Financial Planning
Texas
$117M -$6.17M -5% 10.4% 93.1% 178 94.94%
MGWA
6503
Monument Group Wealth Advisors
Massachusetts
$117M 10.6% 43
KA
6504
Kearns & Associates
California
$117M +$11.2M +11% 11.2% 69.4% 45 11.11%
AHL
6505
Abel Hall LLC
Louisiana
$117M 10.8% 122
DJFS
6506
Dean Jacobson Financial Services
Texas
$117M +$8.89M +8% 12.5% 55.7% 15 40%
SA
6507
SFI Advisors
New Jersey
$117M +$14.8M +14% 12.4% 82.9% 110 42.73%
PCM
6508
Perkins Capital Management
Minnesota
$117M +$16.2M +16% 19.7% 303% 101 11.88%
EWS
6509
Evergreen Wealth Solutions
Pennsylvania
$117M +$17.9M +18% 9.78% 70.9% 115 11.3%
WCM
6510
Washington Capital Management
Washington
$117M +$7.99M +7% 11.2% 76.9% 117 23.93%
MSK
6511
Melissa S. Kampmann
$117M +$13.1M +13% 13.6% 70.4% 40 2.5%
MWM
6512
Magnolia Wealth Management
Alabama
$117M +$9.2M +9% 9.78% 45.4% 12 16.67%
PWAM
6513
Pinnacle West Asset Management
Wyoming
$117M +$14.6M +14% 10.6% 100% 100 3%
ZC
6514
Zeit Capital
Colorado
$117M +$8.77M +8% 9.4% 51.6% 30 0%
SSCM
6515
Spectrum Strategic Capital Management
Oregon
$117M 10.9% 24
LTL
6516
Lowery Thomas LLC
California
$116M +$11.9M +11% 10.9% 74.7% 49 8.16%
VWA
6517
VERITY Wealth Advisors
United States
$116M +$10.1M +9% 10% 59.9% 73 12.33%
DWRES
6518
Divco West Real Estate Services
California
$116M +$21.8M +23% 23.4% 22.3% 5 0%
HWM
6519
HRC Wealth Management
Idaho
$116M 11.9% 27
ECM
6520
English Capital Management
Michigan
$116M 13.6% 33
ACM
6521
Andina Capital Management
Utah
$116M 5.86% 85
IWP
6522
Innova Wealth Partners
Pennsylvania
$116M +$4.84M +4% 9.05% 68% 71 26.76%
CCA
6523
Cravens & Co Advisors
Tennessee
$116M +$9.54M +9% 11.4% 63.3% 75 12%
AIA
6524
Arrow Investment Advisors
Maryland
$116M -$9.34M -7% 7.35% 36.3% 62 45.16%
MCM
6525
McDonough Capital Management
Florida
$116M +$10.2M +10% 12% 98.1% 43 2.33%