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
EFA
4851
Evernest Financial Advisors
Indiana
$193M 116
BFA
4852
Bill Few Associates
Pennsylvania
$193M 119
CI
4853
Ceera Investments
Texas
$193M +$11.1M +6% 67
BFA
4854
Brendel Financial Advisors
New Hampshire
$193M +$109M +130% 120
KLC
4855
Kent Lake Capital
Nevada
$193M -$39.6M -17% 51
TWM
4856
Triton Wealth Management
Arizona
$193M -$16.9M -8% 110
SL
4857
SIB LLC
New York
$193M +$11.7M +6% 20
SCM
4858
Salem Capital Management
Massachusetts
$193M +$10.2M +6% 73
JWM
4859
Jupiter Wealth Management
Colorado
$193M -$19.3M -9% 99
NCM
4860
New Capital Management
Texas
$192M +$10.7M +6% 43
LHA
4861
Little Harbor Advisors
Massachusetts
$192M 1
WFA
4862
Wade Financial Advisory
California
$192M +$15.1M +9% 73
CC
4863
Codex Capital
New York
$192M +$5.96M +3% 46
BA
4864
Bennicas & Associates
California
$192M +$14.5M +8% 102
IPW
4865
IronBridge Private Wealth
Texas
$192M +$25M +15% 339
LB
4866
Legacy Bridge
Iowa
$192M +$18.5M +11% 314
EW
4867
Emerson Wealth
Michigan
$192M +$12.6M +7% 54
CWM
4868
CCG Wealth Management
California
$192M +$20.3M +12% 119
AA
4869
Armor Advisors
New York
$191M -$8.16M -4% 22
LCM
4870
Lonestar Capital Management
California
$191M -$843K -0.4% 36
AWA
4871
Aquire Wealth Advisors
Utah
$191M 276
MAG
4872
Mass Ave Global
New York
$191M 27
WG
4873
Watchman Group
Texas
$191M +$35.6M +23% 82
RH
4874
RFG Holdings
Texas
$191M +$18.1M +11% 35
SFPG
4875
Stonebridge Financial Planning Group
Florida
$191M -$13.8M -7% 431