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
CWA
3776
Cornerstone Wealth Advisors
Minnesota
$360M -$4.17M -1% 52
BZWA
3777
Blue Zone Wealth Advisors
California
$360M +$13.1M +4% 109
ATS
3778
Ashton Thomas Securities
New York
$360M -$4.33M -1% 279
MCM
3779
Monarch Capital Management
Indiana
$360M -$5.35M -1% 117
OWA
3780
Outlook Wealth Advisors
Texas
$359M +$11.2M +3% 272
SCM
3781
Sollinda Capital Management
Florida
$359M -$4.43M -1% 76
RWM
3782
Rockline Wealth Management
New York
$359M -$14.9M -4% 103
PEA
3783
Park Edge Advisors
Ohio
$359M +$15.4M +4% 155
HIS
3784
Harvest Investment Services
Illinois
$359M -$49.3M -12% 367
EPAM
3785
Evelyn Partners Asset Management
$359M -$12.5M -3% 252
FGWP
3786
Founders Grove Wealth Partners
Virginia
$359M +$13.5M +4% 123
EWM
3787
EPG Wealth Management
Georgia
$359M -$20.6M -5% 435
ACG
3788
Arch Capital Group
Bermuda
$359M -$69.4M -16% 4
V
3789
VeraBank
Texas
$358M +$3.78M +1% 147
CG
3790
Castellan Group
Kentucky
$358M +$127M +55% 80
CP
3791
Capital Planning
Washington
$358M -$23.7M -6% 98
SL
3792
SWF LLC
Nebraska
$358M +$62.4M +21% 5
MSS
3793
Mitchell Sinkler & Starr
Pennsylvania
$357M -$17.6M -5% 192
PIM
3794
Progressive Investment Management
Oregon
$357M -$32.3M -8% 58
SCA
3795
St. Clair Advisors
Ohio
$357M +$8.66M +2% 82
ECA
3796
Elevated Capital Advisors
Utah
$357M -$10.1M -3% 263
WG
3797
Watchman Group
Texas
$357M -$24M -6% 89
ICP
3798
Interchange Capital Partners
Pennsylvania
$357M +$81.3M +29% 282
DBIA
3799
Dumont & Blake Investment Advisors
New Jersey
$357M -$15.8M -4% 211
SB
3800
Sunflower Bank
Texas
$357M -$3.05M -0.8% 130