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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
6776
Elevate Wealth Advisory
Georgia
$141M -$633K -0.4% 5.95% 139 8.63%
MCM
6777
MontVue Capital Management
Virginia
$140M +$15.5M +12% 10.7% 65 12.31%
WMRU
6778
William Marsh Rice University
Texas
$140M -$96.5M -41% 2.59% 4.44% 3 33.33%
OCM
6779
Orser Capital Management
Texas
$140M +$4.16M +3% 14% 122% 58 36.21%
TL
6780
TowerView LLC
New York
$140M +$1.32M +1% 5.5% 23.3% 24 16.67%
HWM
6781
Horizons Wealth Management
North Carolina
$140M +$5.91M +4% 4.27% 23% 181 1.66%
BWM
6782
BCO Wealth Management
New Mexico
$140M +$12.7M +10% 5.97% 37 18.92%
AGAM
6783
Audent Global Asset Management
California
$140M +$18.9M +16% 15.1% 98.8% 54 11.11%
YC
6784
Yunqi Capital
Hong Kong
$140M +$38.5M +38% 2.23% 10.8% 6 50%
UPS
6785
UHLMANN PRICE SECURITIES
Illinois
$140M +$4.29M +3% 8.92% 209 20.57%
SA
6786
Sage Advisors
Colorado
$140M -$2.05M -1% 0.71% 38 21.05%
TAC
6787
Twenty Acre Capital
Pennsylvania
$140M +$14M +11% 21.3% 196% 19 21.05%
CIAM
6788
Caitong International Asset Management
Hong Kong
$140M +$5.5M +4% 37.1% 2,604 43.89%
FW
6789
Fidato Wealth
Ohio
$140M +$9.26M +7% 7.96% 25 60%
ZC
6790
Zeit Capital
Colorado
$140M +$9.91M +8% 7.67% 42.8% 28 7.14%
RCM
6791
RMR Capital Management
California
$140M -$1.04M -0.7% 2.32% 80 10%
PIS
6792
POM Investment Strategies
North Carolina
$140M +$54.3M +64% 9.49% 242 53.72%
FCM
6793
Floyd Capital Management
Texas
$140M 10.5% 1
GA
6794
Gordian Advisors
Arizona
$140M +$13.9M +11% 8.79% 46 17.39%
SFG
6795
Somnio Financial Group
Connecticut
$140M 6.19% 13
CCM
6796
Crew Capital Management
Ohio
$140M +$17M +14% 11.1% 76.3% 167 42.51%
HIM
6797
Hanlon Investment Management
New Jersey
$139M +$6.91M +5% 12.7% 57.5% 192 29.69%
RWS
6798
Rochester Wealth Strategies
Michigan
$139M +$13.5M +11% 6.76% 26 23.08%
LIA
6799
LSP Investment Advisors
New York
$139M +$23M +20% 11.6% 104% 21 4.76%
EMC
6800
Everest Management Corp
California
$139M +$29.5M +27% 13.1% 68 29.41%