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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
SVWA
7076
Sarver Vrooman Wealth Advisors
Missouri
$168M +$5.42M +3% 2.25% 148 8.78%
IIL
7077
Income Insurance Ltd
$168M +$20.7M +14% 28.9% 189 15.87%
PCM
7078
Pincus Capital Management
New York
$168M +$24.1M +17% 23% 53 7.55%
E
7079
Evansbrook
Illinois
$168M +$17.9M +12% 17.8% 129 10.85%
BV
7080
Boxwood Ventures
Illinois
$168M +$73.2M +78% 14.4% 88% 38 15.79%
GEH
7081
General Equity Holdings
New York
$167M +$32.8M +24% 15.9% 775% 14 28.57%
IVGAI
7082
Index Venture Growth Associates IV
Jersey
$167M +$4.59M +3% 4.26% 2 0%
MWS
7083
MFA Wealth Services
California
$167M +$16.4M +11% 10.8% 136 11.76%
FC
7084
Fairscale Capital
New Hampshire
$167M +$22.8M +16% 18.5% 444 2.25%
EPI
7085
Eddie Patel Inc
Illinois
$167M +$37.2M +29% 60.3% 156 57.69%
GWA
7086
Genesis Wealth Advisors
Massachusetts
$167M +$17.5M +12% 9.31% 75 18.67%
TDC
7087
Thompson Davis & Co
Virginia
$167M +$17.3M +12% 14.7% 188% 193 39.9%
LAM
7088
Lummis Asset Management
Texas
$167M -$96.9K -0.1% 3.72% 232 22.84%
GFM
7089
GEN Financial Management
Minnesota
$167M +$5.6M +3% 9.15% 57 35.09%
AF
7090
Amara Financial
California
$167M +$22M +15% 12.3% 48 6.25%
SOWAS
7091
Silver Oak Wealth Advisors Services
California
$167M +$13.1M +8% 9.18% 42 11.9%
USWG
7092
U.S. Wealth Group
New York
$167M +$19.1M +13% 6.73% 49 20.41%
RSWA
7093
Robinson Smith Wealth Advisors
Maine
$167M +$19.1M +13% 11.1% 101 19.8%
CFO
7094
Custos Family Office
Texas
$167M +$22.3M +15% 13.8% 57.4% 72 15.28%
SRS
7095
Strong Retirement Solutions
Washington
$167M +$24.1M +17% 18.8% 89 11.24%
MFFIA
7096
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$167M -$9.63M -5% 34% 136% 87 10.34%
AAM
7097
Ackerman Asset Management
Maryland
$167M +$23.3M +16% 14.5% 38 7.89%
EWP
7098
Evergreen Wealth Partners
Montana
$167M +$35.7M +27% 8.83% 97 21.65%
OWM
7099
Orca Wealth Management
Florida
$167M +$26.1M +19% 34.3% 86 25.58%
LW
7100
Lauer Wealth
Indiana
$167M +$41M +33% 12.7% 75.5% 101 59.41%