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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
MPW
7051
Magnolia Private Wealth
Pennsylvania
$150M +$6.97M +5% 0.17% 143 22.38%
FFG
7052
Floyd Financial Group
Missouri
$150M +$2.2M +1% 1.31% 71 7.04%
PAYA
7053
Phil A. Younker & Associates
Alaska
$150M +$6.55M +5% 0.13% 39 15.38%
TDC
7054
Thompson Davis & Co
Virginia
$150M -$17.1M -10% 0.32% 188% 186 39.78%
CI
7055
CPR Investments
Michigan
$150M +$896K +0.6% 1.64% 79.3% 70 60%
PCMNC
7056
Piedmont Capital Management (North Carolina)
North Carolina
$150M -$2.25M -1% 2.05% 124 11.29%
LA
7057
Lakeside Advisors
Washington
$150M -$6.53M -4% 2.34% 63.2% 66 7.58%
GWA
7058
Genesis Wealth Advisors
Massachusetts
$150M +$3.85M +3% 0.69% 64 3.13%
E
7059
Evansbrook
Illinois
$150M +$272K +0.2% 1.2% 125 16%
VWA
7060
VERITY Wealth Advisors
United States
$150M -$11.4M -7% 1.88% 59.9% 85 8.24%
TWM
7061
Thryve Wealth Management
Texas
$150M -$52.4M -26% 2.92% 95 55.79%
AIA
7062
Accelerate Investment Advisors
California
$150M +$1.29M +0.9% 0.46% 142 21.83%
JESC
7063
J.E. Simmons & Co
Texas
$150M -$4.75M -3% 2.72% 72 13.89%
WW
7064
Wright Wealth
Georgia
$149M -$3.92M -3% 1.86% 64 25%
LGM
7065
L1 Global Manager
$149M -$3.38M -2% 0.22% 149 58.39%
ZC
7066
Zeit Capital
Colorado
$149M +$1.26M +0.9% 0.24% 51.6% 52 48.08%
HA
7067
HC Advisors
Georgia
$149M +$4.87M +3% 0.65% 63.5% 62 6.45%
CBOR
7068
Community Bank of Raymore
Missouri
$149M +$2.3M +2% 3.8% 89.6% 75 2.67%
GWA
7069
Gibson Wealth Advisors
Texas
$149M +$3.33M +2% 0.63% 37 8.11%
SWM
7070
Sagace Wealth Management
Florida
$149M +$1.75M +1% 0.11% 76 19.74%
AWF
7071
Alpha Wealth Funds
Utah
$149M -$12.6M -8% 0.5% 62 51.61%
VBCG
7072
Valley Brook Capital Group
Pennsylvania
$149M -$1.96M -1% 1.54% 106% 123 11.38%
FFWA
7073
Forthright Family Wealth Advisory
Texas
$149M -$9.99M -6% 2.33% 78 58.97%
RFW
7074
Rainier Family Wealth
Washington
$149M +$16.4M +12% 1.09% 104 23.08%
MCM
7075
Mainstream Capital Management
California
$149M -$3.69M -2% 2.61% 93 10.75%