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
XWM
3776
Xcel Wealth Management
Florida
$361M +$19M +6% 129
SA
3777
Stewardship Advisors
Pennsylvania
$361M +$6.36M +2% 159
GIP
3778
Gavilan Investment Partners
California
$361M +$12.5M +4% 13
CPI
3779
Crestview Partners III
New York
$361M -$5.19M -1% 3
WFM
3780
Wolff Financial Management
Michigan
$360M -$7.75M -2% 100
AFWM
3781
AMJ Financial Wealth Management
Virginia
$360M +$12.7M +4% 96
WCM
3782
WealthBridge Capital Management
Ohio
$360M +$11.8M +3% 214
DA
3783
Doliver Advisors
Texas
$360M -$4.61M -1% 166
OIS
3784
Okabena Investment Services
Minnesota
$360M +$5.3M +1% 124
TL
3785
Tradewinds LLC
North Carolina
$360M +$35M +11% 229
SB
3786
Sunflower Bank
Texas
$360M -$5.05M -1% 135
BWAM
3787
Boyd Watterson Asset Management
Ohio
$360M -$5.33M -1% 443
AA
3788
Addison Advisors
Vermont
$359M -$466K -0.1% 879
BCP
3789
Berkeley Capital Partners
Georgia
$359M +$9.1M +3% 180
AI
3790
AXS Investments
New York
$359M -$17.2M -5% 252
LOM
3791
LTS One Management
New York
$359M +$13.2M +4% 24
CCA
3792
Childress Capital Advisors
Texas
$358M -$12M -3% 239
GL
3793
Globe Life
Texas
$358M +$976K +0.3% 2
MB
3794
Mizuho Bank
Japan
$358M -$149M -29% 119
HNWAG
3795
High Net Worth Advisory Group
Florida
$358M -$588K -0.2% 232
VARA
3796
Value Aligned Research Advisors
New Jersey
$358M -$27M -7% 35
BOSSRA
3797
B.O.S.S. Retirement Advisors
Utah
$358M -$139M -28% 302
HIP
3798
Harrell Investment Partners
Texas
$358M +$4.47M +1% 100
MWP
3799
Madison Wealth Partners
Wisconsin
$358M +$20.2M +6% 157
AWM
3800
Activest Wealth Management
Florida
$358M +$34M +10% 1,205