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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
CWR
7051
Chico Wealth RIA
California
$126M +$11.2M +10% 10.1% 55.6% 33 9.09%
GCM
7052
Generation Capital Management
New York
$126M +$15.3M +14% 11.2% 87 34.48%
BTC
7053
Bank & Trust Company
Illinois
$126M +$3.59M +3% 4.72% 291 1.72%
EB
7054
Exchange Bank
California
$126M +$2.38M +2% 5.56% 67.1% 121 7.44%
ACM
7055
Ategra Capital Management
Virginia
$126M -$2.28M -2% 6.29% 91.1% 27 40.74%
BWLSA
7056
Blue Water Life Science Advisors
California
$126M +$25.4M +25% 31.4% 243% 8 12.5%
TCCP
7057
Tide Cove Capital Partners
California
$126M +$11.4M +10% 6.71% 11 0%
HA
7058
HFG Advisors
Ohio
$126M +$9.2M +8% 8.14% 69.7% 107 21.5%
KOMWMG
7059
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$126M +$11.7M +10% 7.53% 60.2% 88 12.5%
LAS
7060
Legacy Advisory Services
Pennsylvania
$126M +$7.7M +7% 5.21% 54 24.07%
EIM
7061
Emmett Investment Management
New York
$126M +$16.6M +15% 12.1% 30 43.33%
CL
7062
CVFG LLC
Indiana
$126M +$16.1M +15% 9.34% 98 8.16%
DRP
7063
Decade Renewable Partners
Texas
$126M -$4.92M -4% 12.3% 36 52.78%
KWM
7064
Koa Wealth Management
California
$126M +$2.09M +2% 1.97% 55 12.73%
IW
7065
Instrumental Wealth
Florida
$126M +$15.4M +14% 9.48% 34.2% 62 14.52%
IIM
7066
Illumine Investment Management
Washington
$126M +$3.6M +3% 11.6% 95 13.68%
WH
7067
Wallace Hart
Kentucky
$126M +$85.9M +216% 18.2% 61 75.41%
AI
7068
Acuitas Investments
Washington
$126M +$8.29M +7% 20.3% 145% 78 47.44%
EC
7069
EJF Capital
Virginia
$126M -$32M -20% 7.19% 102% 81 17.28%
LPP
7070
Life Planning Partners
Florida
$126M +$15.2M +14% 8.08% 67 11.94%
MWA
7071
Muirfield Wealth Advisors
North Carolina
$126M +$7.88M +7% 7.52% 76 18.42%
CCG
7072
Coastwise Capital Group
California
$126M +$6.76M +6% 7.68% 88.8% 129 9.3%
JCM
7073
J2 Capital Management
Michigan
$125M +$16.7M +15% 5.02% 131 32.06%
ECA
7074
Elevate Capital Advisors
Colorado
$125M +$17.3M +16% 8.38% 74 31.08%
CAM
7075
Crown Advisors Management
California
$125M +$11.9M +10% 17.7% 284% 45 31.11%