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
DWM
3526
Drive Wealth Management
Utah
$472M +$15.4M +3% 393
SDWIA
3527
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$472M +$32.8M +7% 166
GA
3528
GoalVest Advisory
New York
$472M +$67.8M +17% 414
GVCM
3529
Global View Capital Management
Wisconsin
$471M +$158M +51% 147
VP
3530
Verum Partners
North Carolina
$470M +$36.4M +8% 176
AA
3531
Auxano Advisors
Washington
$470M +$42M +10% 174
OWP
3532
ORG Wealth Partners
Texas
$470M +$52.3M +13% 751
FSA
3533
Financial Security Advisor
Virginia
$470M +$36M +8% 147
LP
3534
Longaeva Partners
Illinois
$470M +$53.6M +13% 94
CIC
3535
Canal Insurance Company
South Carolina
$470M +$22.9M +5% 74
GMF
3536
Grace & Mercy Foundation
New York
$470M -$12.8M -3% 18
EPA
3537
Element Pointe Advisors
Florida
$469M +$55.9M +14% 76
CWM
3538
CMH Wealth Management
New Hampshire
$469M +$39.6M +9% 59
EA
3539
Ellsworth Advisors
Ohio
$469M +$57.9M +14% 197
HCM
3540
Harvey Capital Management
Florida
$469M +$41.7M +10% 88
FRGX
3541
First Reserve GP XIII
Connecticut
$468M -$19.3M -4% 2
OPL
3542
Orland Properties Ltd
British Virgin Islands
$468M +$231M +98% 13
SIM
3543
SW Investment Management
Colorado
$467M +$48.6M +12% 8
AWM
3544
Adams Wealth Management
Utah
$467M -$58.6M -11% 196
VAS
3545
Valicenti Advisory Services
New York
$466M +$38.2M +9% 80
MCM
3546
Maytus Capital Management
New York
$466M -$76.7M -14% 96
NAMP
3547
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$466M +$31.4M +7% 149
ODG
3548
O'Dell Group
Ohio
$466M +$65.2M +16% 42
AW
3549
Avion Wealth
Texas
$466M +$27.5M +6% 1,618
BHBT
3550
Burke & Herbert Bank & Trust
Virginia
$465M +$19M +4% 247