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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
GSWA
7126
Good Steward Wealth Advisors
Tennessee
$152M +$6.8M +5% 1.45% 81 18.52%
MSWA
7127
Marshall & Sterling Wealth Advisors
New York
$151M -$4.54M -3% 0.91% 653 49.62%
LWA
7128
Legacy Wealth Advisors
Florida
$151M 0.24% 86
FP
7129
Factorial Partners
New York
$151M +$6.14M +4% 7.19% 80.1% 70 15.71%
SFG
7130
Somnio Financial Group
Connecticut
$151M +$3.8M +3% 0.74% 14 7.14%
VF
7131
Vista Finance
Missouri
$151M +$629K +0.4% 2.25% 47% 59 18.64%
CFP
7132
Comprehensive Financial Planning
Pennsylvania
$151M +$5.29M +4% 2.08% 432 23.61%
CC
7133
Caspian Capital
New York
$151M 27.7% 11
ECA
7134
Elevate Capital Advisors
Colorado
$151M +$7.75M +5% 2.87% 98 43.88%
AWA
7135
Authentikos Wealth Advisory
California
$151M -$93.9K -0.1% 0.96% 43.5% 73 28.77%
NL
7136
NDWM LLC
California
$151M +$3.76M +3% 1.86% 36 11.11%
VBCG
7137
Valley Brook Capital Group
Pennsylvania
$151M +$2.37M +2% 3.07% 106% 127 7.87%
VVM
7138
Versant Venture Management
California
$151M -$61.4M -29% 42.3% 409% 9 22.22%
CTFG
7139
Capstone Triton Financial Group
Oklahoma
$151M +$1.79M +1% 2.88% 92 9.78%
GA
7140
Gordian Advisors
Arizona
$151M +$2.11M +1% 1.93% 53 9.43%
AIS
7141
Accredited Investor Services
Minnesota
$151M +$5.45M +4% 2.86% 79 8.86%
SA
7142
Sage Advisors
Colorado
$151M +$11.3M +8% 5.97% 54 38.89%
FC
7143
Fairscale Capital
New Hampshire
$151M +$5.37M +4% 3.03% 470 14.68%
GWM
7144
GK Wealth Management
Nevada
$151M +$14.1M +10% 5.03% 215 27.44%
AIA
7145
Affinity Investment Advisors
California
$151M +$2.81M +2% 5.61% 189% 155 20%
LM
7146
Lansing Management
New York
$151M +$12.7M +9% 0.53% 76.9% 14 42.86%
SMWM
7147
Silvia McColl Wealth Management
California
$150M +$2.72M +2% 3.02% 76.1% 121 7.44%
ICMP
7148
Integrated Capital Management (Pennsylvania)
Pennsylvania
$150M +$6.97M +5% 1.91% 38.3% 62 8.06%
DG
7149
Daventry Group
New York
$150M +$9.07M +6% 3.34% 26.2% 9 44.44%
SMCM
7150
Sky-Mountain Capital Management
Idaho
$150M +$7.14M +5% 0.03% 40 12.5%