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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
WA
8001
Walsh & Associates
Florida
$122M +$21.6M +21% 14.8% 305 25.57%
CG
8002
Curat Global
New Hampshire
$122M +$20.9M +21% 26.8% 268 7.46%
HCA
8003
Hardworking Capital Advisors
California
$122M +$15.6M +15% 5.36% 85 3.53%
WPM
8004
Worldly Partners Management
Massachusetts
$122M +$3.95M +3% 8.94% 19.2% 3 0%
TFA
8005
TandemGrowth Financial Advisors
Georgia
$122M +$16.2M +15% 10.4% 27 18.52%
BFP
8006
Birchwood Financial Partners
Minnesota
$122M +$18.5M +18% 12.9% 358 4.47%
GCP
8007
Guardian Capital (Pennsylvania)
Pennsylvania
$122M +$17.7M +17% 24.5% 85 11.76%
HPWM
8008
High Point Wealth Management
New Jersey
$122M +$18.6M +18% 21.1% 262 9.16%
FWM
8009
Forteris Wealth Management
New York
$122M +$17.8M +17% 17.8% 73 12.33%
WCG
8010
Wall Capital Group
Arizona
$122M +$28.5M +30% 11.6% 31 29.03%
WOSD
8011
WFA of San Diego
California
$122M -$2.5M -2% 11.7% 405 77.04%
CWM
8012
Cooke Wealth Management
California
$122M +$9.25M +8% 9.41% 39 5.13%
JWM
8013
JHP Wealth Management
Colorado
$122M +$17.5M +17% 13.2% 43 32.56%
CWM
8014
Coral Wealth Management
Florida
$122M +$32.6M +37% 16.5% 22 50%
FMI
8015
Financial Management Inc
Arkansas
$122M +$15.5M +15% 10.9% 46 15.22%
HCM
8016
Hicks Capital Management
Ohio
$122M +$22M +22% 11.8% 42 19.05%
MSAGDF
8017
Moneda SA Administradora General de Fondos
Chile
$122M -$615K -0.5% 3.95% 34.5% 32 25%
VCM
8018
Vines Capital Management
Louisiana
$122M +$21M +21% 24.2% 92 18.48%
CWM
8019
ClientFirst Wealth Management
Arkansas
$122M +$3.26M +3% 4.13% 55 12.73%
GWM
8020
Greenline Wealth Management
Florida
$122M +$35M +40% 34.8% 139 38.13%
D
8021
Drystone
Virginia
$122M +$10.7M +10% 14.7% 18 0%
TPWM
8022
Torrey-Payne Wealth Management
California
$122M +$12.6M +12% 10.8% 42 11.9%
IVMX
8023
Institutional Venture Management XV
California
$122M +$46M +61% 63.7% 116% 3 0%
PWA
8024
Portus Wealth Advisors
North Carolina
$121M +$15.3M +14% 22.2% 568 91.37%
P
8025
Pandowealth
Georgia
$121M +$6.88M +6% 13.8% 20 15%