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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
EW
7226
Entruity Wealth
California
$118M +$11.6M +11% 6.13% 42 2.38%
CFG
7227
Cornerstone Financial Group
Nebraska
$118M +$6.41M +6% 6.62% 67 1.49%
IFS
7228
Integrated Financial Solutions
Virginia
$118M 29.1% 24
WN
7229
Williams & Novak
California
$118M +$15.4M +15% 8.43% 152 28.29%
WKSWA
7230
White Knight Strategic Wealth Advisors
New Jersey
$118M +$8.91M +8% 11.6% 105% 86 19.77%
UOC
7231
University of Chicago
Illinois
$117M +$51.4M +78% 10.6% 19.1% 13 23.08%
EI
7232
EDMP Inc
Florida
$117M -$1.95M -2% 5.98% 68.1% 73 8.22%
AWMG
7233
ADG Wealth Management Group
Louisiana
$117M +$11.4M +11% 7.76% 30 26.67%
MWP
7234
Momentum Wealth Planning
Florida
$117M 15.5% 39
MWM
7235
Mascagni Wealth Management
Mississippi
$117M +$16.9M +17% 12.5% 128 17.97%
CTA
7236
Camelot Technology Advisors
California
$117M +$6.74M +6% 7.74% 55 10.91%
OF
7237
Outfitter Financial
Maine
$117M +$6.24M +6% 9.82% 73.9% 78 8.97%
MFF
7238
Michels Family Financial
Texas
$117M +$6.72M +6% 7.01% 128 6.25%
COFSG
7239
Carbahal Olsen Financial Services Group
California
$117M +$11.9M +11% 10.7% 36 5.56%
PF
7240
PlanWiser Financial
Colorado
$117M +$6.84M +6% 7.83% 52 25%
C
7241
Croban
Ohio
$117M +$8.51M +8% 4.1% 77 7.79%
LC
7242
LTG Capital
Massachusetts
$117M +$7.22M +7% 7.72% 43.8% 27 3.7%
WHC
7243
Wulff, Hansen & Co
California
$117M +$7.16M +7% 9.44% 72.6% 108 17.59%
S2L
7244
Sparta 24 Ltd
Israel
$117M +$13.8M +13% 8.32% 93.1% 6 66.67%
GCM
7245
GeoSphere Capital Management
Florida
$117M -$67.4M -37% 17.7% 419% 51 58.82%
SPWM
7246
Spartan Planning & Wealth Management
North Carolina
$117M +$13.6M +13% 14.5% 87 37.93%
UFA
7247
Uptown Financial Advisors
Texas
$117M +$18.8M +19% 8.63% 79 16.46%
AA
7248
Alpha Advisors
Virginia
$117M +$1.88M +2% 6.23% 45 15.56%
TCM
7249
TABR Capital Management
California
$117M +$20.7M +22% 7.45% 46 43.48%
MPA
7250
Marvin & Palmer Associates
Delaware
$117M +$49.7M +74% 24.1% 274% 40 62.5%