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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
CWA
7026
CogentBlue Wealth Advisors
Tennessee
$147M -$2.21K -0% 2.65% 82 15.85%
OC
7027
Oppenheimer & Close
New York
$147M -$1.3M -0.9% 6.89% 145% 60 13.33%
WLC
7028
Walnut Level Capital
Colorado
$147M -$20.4M -12% 6.12% 41 19.51%
KSCM
7029
Kamunting Street Capital Management
Florida
$147M +$12.2M +9% 2.23% 1.88% 24 54.17%
RPGNY
7030
Retirement Planning Group (New York)
New York
$147M +$12.9M +10% 1.79% 91 8.79%
CFO
7031
Custos Family Office
Texas
$147M -$30.4M -17% 1.69% 56.2% 68 16.18%
PW
7032
Paladin Wealth
Minnesota
$146M +$8.57M +6% 1.48% 124 13.71%
RSWA
7033
Robinson Smith Wealth Advisors
Maine
$146M +$7.14M +5% 3.02% 91 9.89%
MFG
7034
Mosaic Financial Group
Illinois
$146M +$5.92M +4% 3.01% 128 8.59%
AIG
7035
Abbington Investment Group
Connecticut
$146M +$29.6M +25% 10.6% 55 23.64%
LWM
7036
Lighthouse Wealth Management
Ohio
$146M +$23.2M +19% 1.25% 46 10.87%
MIM
7037
Macroview Investment Management
Maryland
$146M +$12.2M +9% 2.57% 67.2% 102 13.73%
EWA
7038
Elevate Wealth Advisory
Georgia
$146M +$8.65M +6% 2.08% 129 11.63%
HWM
7039
Hemming & Wealth Management
Michigan
$146M 2.22% 15
SVBP
7040
Strategic Value Bank Partners
Ohio
$146M +$5.48M +4% 8.16% 58.2% 14 14.29%
BCA
7041
Bitterroot Capital Advisors
Montana
$146M 1.43% 51
JPT
7042
Jordan Park Trust
New Hampshire
$146M +$43M +42% 4.25% 17 17.65%
GWA
7043
Genesis Wealth Advisors
Massachusetts
$146M +$4.13M +3% 2.21% 67 13.43%
FC
7044
Fundamenta Capital
$146M 36.4% 10
I
7045
Immersion
Florida
$146M -$16M -10% 9.21% 9 33.33%
NWM
7046
Nova Wealth Management
Florida
$146M +$3.88M +3% 1.67% 609 8.54%
FFS
7047
Flavin Financial Services
Florida
$146M +$5.12M +4% 1.4% 73 9.59%
GWA
7048
Gibson Wealth Advisors
Texas
$146M +$5.26M +4% 1.6% 34 5.88%
CL
7049
CVFG LLC
Indiana
$146M +$7.41M +5% 3.5% 106 8.49%
RWM
7050
Rolek Wealth Management
Pennsylvania
$146M +$12.7M +10% 2.08% 21 23.81%