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
BZWA
3776
Blue Zone Wealth Advisors
California
$360M +$13.1M +4% 109
ATS
3777
Ashton Thomas Securities
New York
$360M -$4.33M -1% 279
MCM
3778
Monarch Capital Management
Indiana
$360M -$5.35M -1% 117
OWA
3779
Outlook Wealth Advisors
Texas
$359M +$11.2M +3% 272
SCM
3780
Sollinda Capital Management
Florida
$359M -$4.43M -1% 76
RWM
3781
Rockline Wealth Management
New York
$359M -$14.9M -4% 103
PEA
3782
Park Edge Advisors
Ohio
$359M +$15.4M +4% 155
HIS
3783
Harvest Investment Services
Illinois
$359M -$49.3M -12% 367
EPAM
3784
Evelyn Partners Asset Management
$359M -$12.5M -3% 252
FGWP
3785
Founders Grove Wealth Partners
Virginia
$359M +$13.5M +4% 123
EWM
3786
EPG Wealth Management
Georgia
$359M -$20.6M -5% 435
ACG
3787
Arch Capital Group
Bermuda
$359M -$69.4M -16% 4
V
3788
VeraBank
Texas
$358M +$3.78M +1% 147
CG
3789
Castellan Group
Kentucky
$358M +$127M +55% 80
CP
3790
Capital Planning
Washington
$358M -$23.7M -6% 98
SL
3791
SWF LLC
Nebraska
$358M +$62.4M +21% 5
MSS
3792
Mitchell Sinkler & Starr
Pennsylvania
$357M -$17.6M -5% 192
PIM
3793
Progressive Investment Management
Oregon
$357M -$32.3M -8% 58
SCA
3794
St. Clair Advisors
Ohio
$357M +$8.66M +2% 82
ECA
3795
Elevated Capital Advisors
Utah
$357M -$10.1M -3% 263
WG
3796
Watchman Group
Texas
$357M -$24M -6% 89
ICP
3797
Interchange Capital Partners
Pennsylvania
$357M +$81.3M +29% 282
DBIA
3798
Dumont & Blake Investment Advisors
New Jersey
$357M -$15.8M -4% 211
SB
3799
Sunflower Bank
Texas
$357M -$3.05M -0.8% 130
AFG
3800
ABLE Financial Group
Arizona
$357M +$18M +5% 212