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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
AGAM
6801
Audent Global Asset Management
California
$158M +$20.5M +15% 2.44% 98.8% 56 16.07%
SF
6802
Strategent Financial
Virginia
$158M +$18.2M +13% 2.09% 40 10%
CCM
6803
Crestwood Capital Management
New York
$158M +$14.4M +10% 11.9% 129% 14 14.29%
NI
6804
Niatross Investments
$158M 2.72% 1
HPM
6805
H. Partners Management
New York
$158M -$140M -47% 31.3% 30.8% 3 0%
CWA
6806
Clearview Wealth Advisors
Oregon
$158M +$1.6M +1% 1.51% 45.2% 105 4.76%
G
6807
Greycroft
New York
$158M +$45.1M +40% 39.4% 1.03% 14 21.43%
VAG
6808
Vannoy Advisory Group
Texas
$158M +$4.74M +3% 2.51% 30 6.67%
BAM
6809
Boyar Asset Management
New York
$158M -$343K -0.2% 2.93% 58.4% 80 10%
DJFS
6810
Dean Jacobson Financial Services
Texas
$158M +$20M +15% 1.97% 44.2% 19 21.05%
GA
6811
Gagnon Advisors
New York
$158M -$4.44M -3% 3.45% 78.2% 24 4.17%
IWM
6812
IMG Wealth Management
Florida
$157M +$9.64M +7% 2.74% 659 27.31%
PIP
6813
PB Investment Partners
California
$157M +$10.2M +7% 7.66% 73.3% 9 11.11%
HWMC
6814
Heritage Wealth Management (California)
California
$157M +$8.12M +5% 1.7% 99 17.17%
FWM
6815
Fingerlakes Wealth Management
New York
$157M +$3.97M +3% 2.77% 80.2% 100 5%
SVWA
6816
Sarver Vrooman Wealth Advisors
Missouri
$157M +$1.72M +1% 0.13% 139 7.91%
RB
6817
Richmond Brothers
Michigan
$157M -$1.27M -0.8% 1.4% 103% 36 5.56%
EU
6818
Emory University
Georgia
$157M +$10.8K +0% 1.52% 7 0%
FI
6819
FWG Investments
Kentucky
$157M +$11.2M +8% 1.99% 118 17.8%
RFN
6820
Redwood Financial Network
Ohio
$157M -$1.07M -0.7% 1.77% 55.2% 188 11.7%
PAS
6821
Parsonex Advisory Services
Colorado
$157M +$9.93M +7% 4.94% 105 10.48%
LWP
6822
LFG Wealth Partners
Kentucky
$157M 5.22% 81
RA
6823
RiverTree Advisors
Florida
$157M +$851K +0.5% 0.46% 25.4% 66 24.24%
AF
6824
Atala Financial
California
$157M -$2.91M -2% 3.25% 132 10.61%
AWA
6825
Archvest Wealth Advisors
California
$157M +$43.8M +39% 1.95% 47.8% 71 21.13%