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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
PPWM
7001
Perissos Private Wealth Management
Oklahoma
$126M +$16.8M +15% 81
CWR
7002
Chico Wealth RIA
California
$126M +$11.2M +10% 33
GCM
7003
Generation Capital Management
New York
$126M +$15.3M +14% 87
BTC
7004
Bank & Trust Company
Illinois
$126M +$3.59M +3% 291
EB
7005
Exchange Bank
California
$126M +$2.38M +2% 121
BWLSA
7006
Blue Water Life Science Advisors
California
$126M +$25.4M +25% 8
TCCP
7007
Tide Cove Capital Partners
California
$126M +$11.4M +10% 11
HA
7008
HFG Advisors
Ohio
$126M +$9.2M +8% 107
KOMWMG
7009
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$126M +$11.7M +10% 88
LAS
7010
Legacy Advisory Services
Pennsylvania
$126M +$7.7M +7% 54
EIM
7011
Emmett Investment Management
New York
$126M +$16.6M +15% 30
CL
7012
CVFG LLC
Indiana
$126M +$16.1M +15% 98
KWM
7013
Koa Wealth Management
California
$126M +$2.09M +2% 55
IW
7014
Instrumental Wealth
Florida
$126M +$15.4M +14% 62
ACM
7015
Ategra Capital Management
Virginia
$126M +$2.03M +2% 25
IIM
7016
Illumine Investment Management
Washington
$126M +$3.6M +3% 95
WH
7017
Wallace Hart
Kentucky
$126M +$85.9M +216% 61
AI
7018
Acuitas Investments
Washington
$126M +$8.29M +7% 78
EC
7019
EJF Capital
Virginia
$126M -$32M -20% 81
LPP
7020
Life Planning Partners
Florida
$126M +$15.2M +14% 67
MWA
7021
Muirfield Wealth Advisors
North Carolina
$126M +$7.88M +7% 76
CCG
7022
Coastwise Capital Group
California
$126M +$6.76M +6% 129
JCM
7023
J2 Capital Management
Michigan
$125M +$16.7M +15% 131
ECA
7024
Elevate Capital Advisors
Colorado
$125M +$17.3M +16% 74
CAM
7025
Crown Advisors Management
California
$125M +$11.9M +10% 45