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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
CFG
7226
Chapman Financial Group
Hawaii
$147M +$2.09M +1% 3.99% 277 10.47%
CAP
7227
Columbia Advisory Partners
Washington
$147M +$2.17M +2% 3.04% 63.7% 100 20%
IWA
7228
Integrity Wealth Advisors
California
$147M -$132M -47% 1.92% 100 45%
CWA
7229
CogentBlue Wealth Advisors
Tennessee
$147M -$2.21K -0% 2.65% 82 15.85%
OC
7230
Oppenheimer & Close
New York
$147M -$1.3M -0.9% 6.89% 149% 60 13.33%
WLC
7231
Walnut Level Capital
Colorado
$147M -$20.4M -12% 6.12% 41 19.51%
KSCM
7232
Kamunting Street Capital Management
Florida
$147M +$12.2M +9% 2.23% 7.47% 24 54.17%
UAM
7233
Unifi Asset Management
New York
$147M 3.17% 77
RPGNY
7234
Retirement Planning Group (New York)
New York
$147M +$12.9M +10% 1.79% 91 8.79%
CFO
7235
Custos Family Office
Texas
$147M -$30.4M -17% 1.69% 57.4% 68 16.18%
PW
7236
Paladin Wealth
Minnesota
$146M +$8.57M +6% 1.48% 124 13.71%
RSWA
7237
Robinson Smith Wealth Advisors
Maine
$146M +$7.14M +5% 3.02% 91 9.89%
MFG
7238
Mosaic Financial Group
Illinois
$146M +$5.92M +4% 3.01% 128 8.59%
AIG
7239
Abbington Investment Group
Connecticut
$146M +$29.6M +25% 10.6% 55 23.64%
LWM
7240
Lighthouse Wealth Management
Ohio
$146M +$23.2M +19% 1.25% 46 10.87%
MIM
7241
Macroview Investment Management
Maryland
$146M +$12.2M +9% 2.57% 67.2% 102 13.73%
EWA
7242
Elevate Wealth Advisory
Georgia
$146M +$8.65M +6% 2.08% 129 11.63%
AW
7243
Affinity Wealth
Ohio
$146M +$14.6M +11% 2.4% 86 46.51%
HWM
7244
Hemming & Wealth Management
Michigan
$146M 2.22% 15
SVBP
7245
Strategic Value Bank Partners
Ohio
$146M +$5.48M +4% 8.16% 98.1% 14 14.29%
BCA
7246
Bitterroot Capital Advisors
Montana
$146M 1.43% 51
JPT
7247
Jordan Park Trust
New Hampshire
$146M +$43M +42% 4.25% 17 17.65%
GWA
7248
Genesis Wealth Advisors
Massachusetts
$146M +$4.13M +3% 2.21% 67 13.43%
I
7249
Immersion
Florida
$146M -$16M -10% 9.21% 9 33.33%
NWM
7250
Nova Wealth Management
Florida
$146M +$3.88M +3% 1.67% 609 8.54%