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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
6601
Emergent Wealth Advisors
New York
$107M 10.7% 106
KPPF
6602
Klein Pavlis & Peasley Financial
California
$107M 9.91% 73
EWM
6603
Echo Wealth Management
Minnesota
$107M +$14.3M +15% 8.26% 41% 44 22.73%
O3W
6604
Omni 360 Wealth
New Jersey
$107M 9.82% 96
PSB
6605
Piscataqua Savings Bank
New Hampshire
$107M -$7.6M -7% 11.4% 85.5% 358 3.63%
ACH
6606
Avista Capital Holdings
New York
$107M 16.6% 2
PHIC
6607
Pine Haven Investment Counsel
Massachusetts
$107M +$10.5M +11% 10.7% 72.1% 107 9.35%
NMM
6608
Naples Money Management
Florida
$107M 12.6% 413
UID
6609
Union Investments & Development
Israel
$107M -$79M -43% 12.2% 17% 46 4.35%
CP
6610
Catalys Pacific
Japan
$107M 4.02% 3
GAA
6611
Guardian Asset Advisors
Pennsylvania
$107M 11.6% 97
MGW
6612
MB Generational Wealth
Washington
$107M 11.4% 48
AFG
6613
AFS Financial Group
Maryland
$107M -$39.9M -27% 9.17% 99 48.48%
RIA
6614
Richwood Investment Advisors
Ohio
$106M +$8.44M +9% 10.7% 53.9% 102 4.9%
JCFM
6615
JBR Co Financial Management
Oklahoma
$106M 9.35% 89
SHFA
6616
Sherrill & Hutchins Financial Advisory
Georgia
$106M 10.6% 10
ADEF
6617
ABS Direct Equity Fund
Connecticut
$106M 14.6% 43
MWM
6618
MY Wealth Management
Maryland
$106M +$5.66M +6% 10.2% 25.2% 30 16.67%
MWM
6619
Melfa Wealth Management
Massachusetts
$106M +$14.2M +15% 10.9% 42.9% 147 10.2%
RIG
6620
Ramiah Investment Group
Wisconsin
$106M +$9.91M +10% 9.06% 46.3% 79 41.77%
DAM
6621
Draper Asset Management
New York
$106M +$11.8M +12% 12.9% 173% 41 21.95%
APW
6622
Aurora Private Wealth
New Jersey
$106M +$15.7M +17% 9.87% 172 30.81%
PWA
6623
Primoris Wealth Advisors
Florida
$106M +$23.3M +28% 11.3% 101% 93 33.33%
OC
6624
Optimas Capital
Hong Kong
$106M -$39.7M -27% 20.5% 264% 59 79.66%
LCM
6625
LRT Capital Management
Texas
$106M -$38.3M -27% 10.8% 43.4% 94 27.66%