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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
FA
8251
Fullerton Advisors
California
$107M +$10.4M +11% 12.2% 56 8.93%
IWS
8252
Intentional Wealth Strategies
Colorado
$107M -$727K -0.7% 17.3% 945 93.12%
OPWM
8253
Oregon Pacific Wealth Management
Oregon
$107M +$10.7M +11% 11.5% 122 19.67%
AWA
8254
American Wealth Advisors
Georgia
$107M +$10.6M +11% 12.3% 42 2.38%
ECM
8255
Ebert Capital Management
California
$107M +$8.65M +9% 12.8% 29 13.79%
CWMS
8256
CFG Wealth Management Services
Indiana
$107M -$3.63M -3% 6.04% 152 47.37%
OE
8257
October Effect
Virginia
$106M +$19.5M +22% 64.6% 76 31.58%
PGWA
8258
Plus Group Wealth Advisors
Wisconsin
$106M +$15.4M +17% 12% 48 14.58%
WAG
8259
Wallace Advisory Group
California
$106M +$12.7M +14% 9.69% 50.9% 146 23.97%
CF
8260
Calder Financial
Pennsylvania
$106M +$5.41M +5% 12.2% 45 15.56%
EW
8261
Expressive Wealth
Illinois
$106M +$984K +0.9% 17.1% 147 21.09%
RRMM
8262
Regatta Research & Money Management
Louisiana
$106M 14.7% 495
EPW
8263
Elevated Private Wealth
Wisconsin
$106M 28.8% 76
OIS
8264
OneAscent Investment Solutions
Alabama
$106M +$5.65M +6% 17.5% 178 47.19%
HA
8265
Hyposwiss Advisors
$106M +$4.39M +4% 14.4% 114 10.53%
BOTPPF
8266
Board of the Pension Protection Fund
United Kingdom
$105M -$3.31M -3% 8.1% 201 67.66%
VIM
8267
Villanova Investment Management
Pennsylvania
$105M +$7.79M +8% 9.8% 59 10.17%
GWL
8268
Generations Wealth LLC
Ohio
$105M +$2.33M +2% 12.1% 37 24.32%
SF
8269
Succession Financial
Texas
$105M 29% 50
CSW
8270
Cogent Strategic Wealth
Illinois
$105M +$7.59M +8% 13.8% 61 13.11%
2L
8271
22NW LP
Washington
$105M -$41.2M -28% 27.5% 138% 17 23.53%
ICVCFVA
8272
IDG China Venture Capital Fund V Associates
Hong Kong
$105M -$21.1M -17% 13.6% 7.34% 1 0%
IAP
8273
Indie Asset Partners
Indiana
$104M +$16.7M +19% 12.8% 119% 90 12.22%
VA
8274
Verdad Advisers
Massachusetts
$104M +$15.6M +18% 21.1% 276 59.06%
JRSI
8275
Jeter Robert S II
$104M +$3.96M +4% 12.5% 48 12.5%