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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
AFS
6701
AFG Fiduciary Services
Massachusetts
$142M -$6.83M -5% 0.58% 61.9% 86 25.58%
LWM
6702
Level Wealth Management
North Carolina
$142M 1.42% 53
BG
6703
BRX Global
New York
$141M -$11.2M -7% 0.3% 65.8% 5 20%
KCM
6704
KRS Capital Management
Michigan
$141M +$4.3M +3% 6.46% 233% 122 13.93%
CV
6705
Counterweight Ventures
North Carolina
$141M +$156K +0.1% 0.84% 70 1.43%
RLWM
6706
RF&L Wealth Management
Massachusetts
$141M +$99.1K +0.1% 0.4% 69.9% 58 1.72%
EAM
6707
Everstar Asset Management
North Carolina
$141M -$4.5M -3% 2.04% 209 20.1%
BM
6708
Bislett Management
California
$141M -$8.02M -5% 1.46% 19.8% 13 0%
MGWA
6709
Monument Group Wealth Advisors
Massachusetts
$141M -$25.1M -15% 1.64% 53 13.21%
BICM
6710
Breach Inlet Capital Management
South Carolina
$141M +$30.2M +27% 6.9% 11 9.09%
FYW
6711
Future You Wealth
New York
$141M 0.27% 47
WBCM
6712
Wilson & Boucher Capital Management
California
$141M -$3.99M -3% 1.41% 69.8% 118 6.78%
CIA
6713
Cladis Investment Advisory
Montana
$141M -$3.29M -2% 2.7% 131% 142 12.68%
BFA
6714
Brown Financial Advisory
Alabama
$141M -$561K -0.4% 0.63% 66.3% 40 20%
AWP
6715
Avid Wealth Partners
Texas
$141M -$555K -0.4% 0.06% 49 20.41%
EFG
6716
Ehrlich Financial Group
California
$141M +$463K +0.3% 0.83% 123 26.02%
MPW
6717
MGO Private Wealth
California
$141M +$67K +0% 0.54% 51.5% 67 23.88%
MSA
6718
McAlister Sweet & Associates
Texas
$141M +$19.5M +16% 1.35% 75.8% 32 43.75%
EFG
6719
Erickson Financial Group
Pennsylvania
$140M +$914K +0.7% 0.87% 63.3% 26 0%
MWP
6720
Meriwether Wealth & Planning
Louisiana
$140M 0.48% 117
LKWM
6721
Lee-Kelleher Wealth Management
Maryland
$140M 0.96% 40
AI
6722
Arrien Investments
Idaho
$140M +$1.77M +1% 3.72% 42.7% 40 17.5%
TPW
6723
Turn8 Private Wealth
$140M 2.11% 45
LG
6724
LAM Group
Oregon
$140M -$1.05M -0.7% 3.43% 54.3% 134 2.24%
GIM
6725
Guardian Investment Management
California
$140M +$24M +21% 2.37% 89.7% 60 13.33%