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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 Avg Holding
Period (Yrs)
EWA
6676
Elevate Wealth Advisory
Georgia
$109M – – 7.82% – 110 – 0
TC
6677
Tsai Capital
New York
$109M +$4.38M +4% 8.57% 29.2% 24 8.33% 1.5
PIS
6678
POM Investment Strategies
North Carolina
$109M – – 12% – 231 – 0
NF
6679
NavPoint Financial
Minnesota
$109M – – 9.01% – 43 – 0
American Securities
6680
American Securities
New York
$109M -$30.7M -22% 26.3% – 1 0% 7
ACL
6681
Applied Capital LLC
Florida
$109M +$8.26M +8% 13.7% 78.3% 79 5.06% 0.9
RC
6682
Rareview Capital
Nevada
$109M – – 8.97% – 38 – 0
1CP
6683
17 Capital Partners
Arizona
$109M – – 15.5% – 93 – 1.8
DWA
6684
Dougherty Wealth Advisers
Minnesota
$109M +$22.5M +26% 11.9% 67.5% 130 4.62% 4.2
DM
6685
Delphi Management
Massachusetts
$109M +$11.2M +11% 11.8% 111% 90 21.11% 2.6
LAM
6686
Lewis Asset Management
California
$109M – – 12.9% 142% 109 – 0
WWWM
6687
White Wing Wealth Management
Texas
$109M – – 8.34% – 24 – 0
BWG
6688
Berry Wealth Group
Texas
$109M – – 10.1% – 56 – 0
DWS
6689
Dynamic Wealth Strategies
California
$109M – – 7.94% 52.2% 245 – 0
DI
6690
DAGCO Inc
Ohio
$109M -$85.4M -44% 7.94% 66.5% 283 85.87% 0.7
TIM
6691
Tevis Investment Management
Texas
$109M +$10M +10% 7.06% 58.7% 96 22.92% 1.4
RA
6692
RiverPark Advisors
New York
$109M -$2.41M -2% 18.1% 87.5% 114 14.04% 2.1
LC
6693
LTG Capital
Massachusetts
$109M +$13.7M +14% 15.5% 56% 26 0% 1.9
EL
6694
EMFO LLC
Florida
$108M +$2.29M +2% 10.2% 25.8% 316 16.77% 2.1
LWA
6695
Ledgewood Wealth Advisors
New Hampshire
$108M – – 8.08% 42.8% 58 – 0
BIG
6696
Bush Investment Group
Georgia
$108M – – 10.1% – 27 – 0
VWA
6697
Valued Wealth Advisors
Utah
$108M – – 9.47% – 536 – 0
SFS
6698
Starfox Financial Services
Texas
$108M +$15.7M +17% 8.57% – 32 15.63% 1.2
HM
6699
Harvest Management
New York
$108M -$84.2M -44% 50.1% 610% 76 73.68% 0.3
BG
6700
BRX Global
New York
$108M +$22.1M +26% 20.5% 65.8% 5 0% 2.1