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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
WH
7151
Wallace Hart
Kentucky
$126M +$85.9M +216% 18.2% 61 75.41%
AI
7152
Acuitas Investments
Washington
$126M +$8.29M +7% 20.3% 145% 78 47.44%
EC
7153
EJF Capital
Virginia
$126M -$32M -20% 7.19% 127% 81 17.28%
LPP
7154
Life Planning Partners
Florida
$126M +$15.2M +14% 8.08% 67 11.94%
MWA
7155
Muirfield Wealth Advisors
North Carolina
$126M +$7.88M +7% 7.52% 76 18.42%
CCG
7156
Coastwise Capital Group
California
$126M +$6.76M +6% 7.68% 88.8% 129 9.3%
JCM
7157
J2 Capital Management
Michigan
$125M +$16.7M +15% 5.02% 131 32.06%
ECA
7158
Elevate Capital Advisors
Colorado
$125M +$17.3M +16% 8.38% 74 31.08%
CAM
7159
Crown Advisors Management
California
$125M +$11.9M +10% 17.7% 284% 45 31.11%
DO
7160
denkapparat Operations
Germany
$125M +$30.8M +33% 9.56% 272 32.35%
SAM
7161
Sequent Asset Management
Texas
$125M -$54.3M -30% 10.6% 51.3% 84 23.81%
MCM
7162
Magnolia Capital Management
New York
$125M +$8.56M +7% 9.55% 77.6% 76 6.58%
CWM
7163
Centricity Wealth Management
Ohio
$125M +$15M +14% 7.97% 457 7.66%
RSWA
7164
Robinson Smith Wealth Advisors
Maine
$125M +$5.66M +5% 6.64% 96 16.67%
PW
7165
PUREfi Wealth
Massachusetts
$125M +$25.1M +25% 10.3% 166 23.49%
BFG
7166
Birch Financial Group
New Hampshire
$125M +$12.8M +11% 6.54% 124 20.97%
WCFP
7167
White & Co Financial Planning
Washington
$125M +$8.99M +8% 6.96% 19 0%
KGC
7168
Kennon-Green & Company
Ohio
$125M +$2.48M +2% 4.31% 43.3% 42 2.38%
SF
7169
SageOak Financial
Oklahoma
$125M +$12.2M +11% 6.24% 35 17.14%
MQWP
7170
Morey & Quinn Wealth Partners
Nebraska
$125M +$4.24M +4% 6.82% 133 9.02%
AWM
7171
Alterna Wealth Management
Texas
$125M -$6.93M -5% 6.95% 48% 126 30.16%
AAM
7172
Ackerman Asset Management
Maryland
$125M +$14.3M +13% 10.7% 24 0%
MCM
7173
Multicoin Capital Management
Texas
$125M +$29M +30% 30.2% 2 0%
FWM
7174
Forefront Wealth Management
Pennsylvania
$125M +$16.7M +15% 11.6% 63 25.4%
SPWM
7175
Schrum Private Wealth Management
Florida
$125M +$11M +10% 9.97% 60.9% 129 6.98%