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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
GWL
8301
Generations Wealth LLC
Ohio
$97.7M 2.6% 28
WP
8302
WealthSpring Partners
California
$97.6M 1.93% 58
CS
8303
Crescent Sterling
Louisiana
$97.6M +$2.47M +3% 1.68% 58.4% 81 12.35%
PA
8304
ProCore Advisors
California
$97.5M 2.05% 90
AFG
8305
Artesa Financial Group
Texas
$97.2M 3.06% 48
BFA
8306
Ballast Financial Advisors
Pennsylvania
$97.1M 1% 70
EPW
8307
Elevated Private Wealth
Wisconsin
$97.1M 5.58% 93
AFP
8308
Arnold Financial Planning
Iowa
$97M 1.34% 24
SFG
8309
Skyview Financial Group
Florida
$96.9M 6.55% 57
CIM
8310
CenturyLink Investment Management
Colorado
$96.9M -$12.4M -11% 2.34% 1 0%
OPWM
8311
Oregon Pacific Wealth Management
Oregon
$96.8M -$18.9M -16% 1.6% 149 29.53%
GWM
8312
Greenline Wealth Management
Florida
$96.6M 1.67% 551
CCA
8313
Corps Capital Advisors
Texas
$96.6M +$30.6M +46% 2.31% 89 40.45%
IA
8314
Invested Advisors
Pennsylvania
$96.6M +$27.9M +41% 2.7% 151 39.74%
PPWM
8315
Premier Private Wealth Management
Florida
$96.5M 0.7% 50
PCOTEOTHU
8316
Provident Company of the Employees of the Hebrew University
Israel
$96.3M -$3.75M -4% 1.94% 34 14.71%
BJB
8317
Broadhurst Jeffrey B
$96.3M 2.12% 40
EHMS
8318
Empower Harvest Management Services
Cayman Islands
$96.3M -$20.1M -17% 17.3% 1 0%
VPW
8319
Variant Private Wealth
Virginia
$96.2M -$12M -11% 0.15% 41 9.76%
DHC
8320
Drum Hill Capital
Connecticut
$96.2M +$3.85M +4% 5.01% 50 8%
GDCM
8321
Galaxy Digital Capital Management
New York
$96.2M -$41.7M -30% 0.75% 52 32.69%
FNWA
8322
Financial Network Wealth Advisors
Utah
$96M +$4.57M +5% 1.82% 861 5.92%
ABG
8323
Ally Bridge Group
New York
$96M -$68.2M -42% 61.1% 826% 33 72.73%
UFA
8324
Unify Financial Advisors
Florida
$96M 3.05% 94
IWA
8325
Independent Wealth Advisors
North Carolina
$95.8M 4.29% 63