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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
EF
7001
Entrust Financial
Pennsylvania
$143M +$8.37M +6% 1.93% 451 10.86%
CCA
7002
Cooper Capital Advisors
California
$143M -$15.9M -10% 1.9% 46 32.61%
IAG
7003
Ipsen Advisor Group
Arkansas
$143M +$2.18M +2% 1.59% 105 3.81%
GT
7004
GreatBanc Trust
Illinois
$143M +$992K +0.7% 1.51% 78 21.79%
NWS
7005
Nvest Wealth Strategies
Ohio
$143M +$6.58M +5% 2.94% 414 52.42%
12CM
7006
11.2 Capital Management
Nevada
$143M -$29.2M -17% 17% 1 0%
SC
7007
Settian Capital
New York
$143M -$7.17M -5% 2.77% 54.6% 31 35.48%
PWA
7008
Primoris Wealth Advisors
Florida
$143M -$24.4M -15% 0.45% 101% 124 33.06%
SRS
7009
Strong Retirement Solutions
Washington
$143M -$5.67M -4% 4.96% 93 17.2%
CA
7010
Chatterton & Associates
California
$143M +$25.9M +22% 0.12% 102 22.55%
BAG
7011
Bauman Advisory Group
Nevada
$143M +$18.6M +15% 0.28% 70 37.14%
BRIA
7012
Balanced Rock Investment Advisors
Massachusetts
$143M +$1.85M +1% 0.93% 98 8.16%
AWA
7013
Arbor Wealth Advisors
Michigan
$143M +$2.22M +2% 2.04% 58 6.9%
ALM
7014
Argosy-Lionbridge Management
New York
$143M -$15.7M -10% 8.91% 18 44.44%
NWM
7015
Navigate Wealth Management
Alabama
$142M 0.37% 72
PC
7016
Panoramic Capital
California
$142M -$43.9M -24% 20.7% 54 57.41%
SF
7017
SageOak Financial
Oklahoma
$142M +$4.16M +3% 0.35% 36 11.11%
PSB
7018
Piscataqua Savings Bank
New Hampshire
$142M -$168K -0.1% 0.34% 85.5% 421 5.23%
LFA
7019
Laraway Financial Advisors
Minnesota
$142M -$11.2M -7% 0.66% 69.8% 133 4.51%
AFA
7020
Avant Financial Advisors
Texas
$142M +$3.11M +2% 0.69% 67 2.99%
WCFP
7021
White & Co Financial Planning
Washington
$142M +$8.47M +6% 0.87% 20 5%
AC
7022
Avant Capital
Louisiana
$142M -$3.44M -2% 0.3% 81 8.64%
TA
7023
Teton Advisors
New York
$142M -$1.93M -1% 10.4% 78.4% 159 8.18%
IWB
7024
Innovative Wealth Building
Maryland
$142M +$4.98M +4% 2.92% 71 15.49%
KCAM
7025
Kagan Cocozza Asset Management
New Jersey
$142M +$1.52M +1% 1.1% 70 10%