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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
AFA
7101
Avant Financial Advisors
Texas
$110M +$1.41M +1% 0.71% 65 3.08%
FF
7102
Fairway Financial
Florida
$110M +$687K +0.6% 1.54% 21 4.76%
DWA
7103
Delta Wealth Advisors
Indiana
$110M +$4.08M +4% 0.96% 42 9.52%
CWM
7104
Centricity Wealth Management
Ohio
$110M +$3.05M +3% 0.81% 461 4.12%
IIM
7105
InTrack Investment Management
Vermont
$110M -$33.2M -23% 3.43% 84.9% 112 24.11%
OFG
7106
Opulen Financial Group
Virginia
$110M +$77.6K +0.1% 2.15% 93 9.68%
CCM
7107
Chiron Capital Management
Florida
$110M +$4.1M +4% 0.12% 131 26.72%
CL
7108
CVFG LLC
Indiana
$110M +$320K +0.3% 2.97% 94 9.57%
KC
7109
Kize Capital
New York
$110M -$1.33M -1% 8.02% 25.6% 7 14.29%
SG
7110
Somerset Group
Minnesota
$110M +$451K +0.4% 2.08% 68.2% 64 6.25%
PPWM
7111
Perissos Private Wealth Management
Oklahoma
$110M -$24M -18% 0.56% 96 35.42%
BCCM
7112
Black Cypress Capital Management
Florida
$110M -$5.65M -5% 6.27% 30 13.33%
FPW
7113
Flywheel Private Wealth
California
$110M +$922K +0.8% 0.57% 87 11.49%
WHC
7114
Wulff, Hansen & Co
California
$110M +$3.98M +4% 1.28% 72.6% 102 11.76%
EMC
7115
Everest Management Corp
California
$110M -$3.86M -3% 6.76% 56 19.64%
LC
7116
LTG Capital
Massachusetts
$110M -$9.55M -8% 6.26% 43.8% 26 0%
BDL
7117
Bey-Douglas LLC
Georgia
$110M -$6.43M -6% 4.12% 46 21.74%
CAG
7118
Cypress Advisory Group
Arizona
$110M +$918K +0.8% 0.68% 64 10.94%
EIM
7119
Emmett Investment Management
New York
$109M -$1.83M -2% 4.09% 29 31.03%
WF
7120
Womack Financial
Texas
$109M -$3.44M -3% 2.88% 66 4.55%
KAM
7121
Kraft Asset Management
Tennessee
$109M -$20.3M -16% 1.92% 41% 53 15.09%
BCP
7122
Breakout Capital Partners
New York
$109M +$11.8M +12% 11.1% 9 33.33%
SCM
7123
Stadium Capital Management
Connecticut
$109M -$8.83M -7% 19.9% 11% 11 27.27%
LWM
7124
Lighthouse Wealth Management
Ohio
$109M -$94.1K -0.1% 1.18% 38 5.26%
AWP
7125
Astra Wealth Partners
New Jersey
$109M +$1.68M +2% 0.85% 80 16.25%