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
B
3976
BetterWealth
California
$247M +$24.9M +11% 45
PA
3977
Pantechnicon Advisors
United Kingdom
$247M +$60.2M +32% 21
MVG
3978
Madrona Venture Group
Washington
$247M +$38.9M +19% 6
IAM
3979
Innovis Asset Management
Illinois
$247M +$25.2M +11% 176
FCM
3980
Fortis Capital Management
Washington
$247M +$112M +83% 103
GSAM
3981
Grant Street Asset Management
Pennsylvania
$246M +$14.7M +6% 62
OFS
3982
OneAscent Financial Services
Alabama
$246M +$11M +5% 213
CA
3983
Claar Advisors
New York
$246M +$18.9M +8% 34
MFGP
3984
Marshall Financial Group (Pennsylvania)
Pennsylvania
$246M +$13.3M +6% 51
BWAM
3985
Boyd Watterson Asset Management
Ohio
$246M +$3.18M +1% 428
FI
3986
Financial Insights
Washington
$246M +$34.5M +16% 177
NC
3987
Nokomis Capital
Texas
$245M +$8.63M +4% 59
HNWAG
3988
High Net Worth Advisory Group
Florida
$245M -$11.8M -5% 627
BFA
3989
BBJS Financial Advisors
Washington
$245M +$23.5M +11% 144
EFMC
3990
Empire Financial Management Company
New York
$245M 189
MWC
3991
MBM Wealth Consultants
Missouri
$245M +$29.1M +13% 351
OAJ
3992
Ogorek Anthony Joseph
New York
$245M +$14.8M +6% 287
AWM
3993
Accel Wealth Management
Iowa
$245M +$35.6M +17% 1,308
CCP
3994
Caden Capital Partners
California
$244M +$26.1M +12% 13
KWS
3995
Keystone Wealth Services
California
$244M +$15.2M +7% 200
CWM
3996
Cedar Wealth Management
California
$244M +$41.8M +21% 318
CAMV
3997
Concord Asset Management (Virginia)
Virginia
$244M +$96.1M +65% 117
NC
3998
NovaPoint Capital
Georgia
$244M +$15.3M +7% 132
KWM
3999
Kaydan Wealth Management
Michigan
$244M -$6.14M -2% 89
AWM
4000
Aries Wealth Management
Maine
$244M +$11.9M +5% 200