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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
LF
7151
Lighthouse Financial
Florida
$116M -$7.27M -6% 4.87% 75 13.33%
NWM
7152
Nova Wealth Management
Florida
$116M +$402K +0.3% 3.09% 577 37.26%
FWP
7153
Fiduciary Wealth Partners
Massachusetts
$116M 2.28% 65
ECP
7154
Elwood Capital Partners
New York
$116M +$14M +14% 2.59% 31 41.94%
AV
7155
Alamea Verwaltungs
New Jersey
$116M 5.8% 86
KA
7156
Kore Advisors
Florida
$116M -$310M -73% 4.11% 22 45.45%
SFG
7157
Shum Financial Group
California
$116M -$207K -0.2% 0.66% 90 3.33%
NWM
7158
Navigoe Wealth Management
California
$115M +$13.1M +13% 0.18% 185 8.11%
SWMG
7159
Stillwater Wealth Management Group
Florida
$115M +$4.11M +4% 0.33% 73 12.33%
XI
7160
XXEC Inc
Oklahoma
$115M -$5.15M -4% 3.7% 19.3% 22 9.09%
FB
7161
Finward Bancorp
Indiana
$115M +$44K +0% 1.88% 109 10.09%
IAP
7162
Indie Asset Partners
Indiana
$115M -$12M -9% 1.47% 119% 118 21.19%
CAP
7163
Columbia Advisory Partners
Washington
$115M +$7.83M +7% 1.37% 63.7% 78 25.64%
HC
7164
Hoese & Co
Minnesota
$115M +$121K +0.1% 0.69% 46.3% 166 7.83%
BCM
7165
Brightline Capital Management
Florida
$115M -$30.5M -21% 15.2% 810% 15 33.33%
VF
7166
Vista Finance
Missouri
$115M +$17.9M +18% 3.18% 47% 57 8.77%
CWR
7167
Chico Wealth RIA
California
$115M +$858K +0.8% 0.84% 74.7% 32 12.5%
BC
7168
Birchview Capital
Vermont
$115M -$7.74M -6% 4.62% 327% 72 11.11%
BF
7169
Brucke Financial
Indiana
$115M -$1.15M -1% 1.08% 146 10.27%
TF
7170
TME Financial
California
$115M +$8.04M +8% 0.02% 75 17.33%
CP
7171
Clayton Partners
California
$115M -$29.6M -20% 0.41% 109% 40 20%
TCCP
7172
Tide Cove Capital Partners
California
$115M -$1.19M -1% 1.96% 11 0%
OCM
7173
Octahedron Capital Management
California
$115M +$9.57M +9% 6.11% 234% 24 37.5%
AA
7174
Alpha Advisors
Virginia
$115M +$17.7M +18% 1.53% 45 17.78%
LF
7175
LifePlan Financial
Minnesota
$115M +$1.5M +1% 1.66% 94 13.83%