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
EFG
4126
Everhart Financial Group
Ohio
$242M +$18.9M +8% 226
EE
4127
EWG Elevate
California
$242M +$7.41M +3% 109
VST
4128
Van Strum & Towne
California
$242M +$7.67M +3% 100
DP
4129
Denver PWM
Colorado
$242M +$14.3M +6% 99
NCM
4130
Neumann Capital Management
California
$242M +$14M +6% 94
PFU
4131
Parus Finance (UK)
United Kingdom
$242M +$74.4M +44% 28
CC
4132
Cowbird Capital
New York
$241M +$25.4M +12% 11
CCMT
4133
CMT Capital Markets Trading
Germany
$241M +$159M +193% 100
RDFA
4134
Ritter Daniher Financial Advisory
Ohio
$241M +$13.9M +6% 343
SC
4135
Schiavi & Co
Delaware
$241M +$10.5M +5% 26
KAM
4136
KEB Asset Management
Illinois
$241M +$12.7M +6% 64
SSW
4137
Stone Summit Wealth
Florida
$241M +$16.4M +7% 138
OAM
4138
Oak Asset Management
California
$241M +$9.37M +4% 100
RW
4139
Regimen Wealth
Georgia
$241M +$10.1M +4% 62
HC
4140
Hendley & Co
Ohio
$241M +$18.1M +8% 53
KPWG
4141
KFA Private Wealth Group
Virginia
$241M +$21.6M +10% 79
WWM
4142
WT Wealth Management
Arizona
$241M +$9.68M +4% 117
RA
4143
Regis Acquisition
Colorado
$241M +$30M +14% 40
AFS
4144
Aft Forsyth & Sober
Florida
$241M +$43.2M +22% 84
PVI
4145
Pura Vida Investments
New York
$241M -$115M -32% 95
PCM
4146
Princeton Capital Management
New Jersey
$241M +$7.31M +3% 99
HP
4147
Hilltop Partners
Indiana
$241M +$19M +9% 103
AWM
4148
Arista Wealth Management
Nevada
$241M +$57.3M +31% 65
SA
4149
SAM Advisors
California
$241M +$17.7M +8% 40
RG
4150
Retirement Group
California
$240M +$21.1M +10% 821