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
SW
4901
StrongBox Wealth
Missouri
$233M +$21.6M +10% 94
CWM
4902
Capital Wealth Management
Rhode Island
$233M +$15M +7% 42
OFW
4903
Omnia Family Wealth
Florida
$233M -$2.89M -1% 89
BKA
4904
Brick & Kyle Associates
Pennsylvania
$233M -$8.93M -4% 62
UOMF
4905
University of Massachusetts Foundation
Massachusetts
$233M -$5.76M -2% 4
FC
4906
Fusion Capital
South Carolina
$233M +$13.9M +6% 77
LVIA
4907
Lind Value II ApS
Denmark
$233M -$17.8M -7% 5
MW
4908
Marks Wealth
Maryland
$233M +$6.4M +3% 29
EWP
4909
Elevation Wealth Partners
California
$233M +$21.8M +10% 547
WWM
4910
Waterway Wealth Management
Texas
$233M +$29M +14% 74
MFC
4911
Morris Financial Concepts
South Carolina
$233M +$23.9M +11% 193
BBWP
4912
Beacon Bridge Wealth Partners
Pennsylvania
$233M +$14.8M +7% 99
AWA
4913
Acorn Wealth Advisors
Michigan
$233M +$30.4M +15% 231
BCA
4914
Bernzott Capital Advisors
California
$232M +$15.3M +7% 38
CP
4915
Canopy Partners
Ohio
$232M +$17M +8% 221
7CM
4916
7G Capital Management
New York
$232M +$4.74M +2% 8
SPWM
4917
Straight Path Wealth Management
Michigan
$232M +$37.4M +19% 103
GWA
4918
GGM Wealth Advisors
Maryland
$232M +$13.5M +6% 151
LWA
4919
Lowe Wealth Advisors
Maryland
$232M +$12.6M +6% 328
OGF
4920
Orin Green Financial
California
$232M +$14.8M +7% 84
MS
4921
Madden Securities
Texas
$232M +$6.14M +3% 115
SG
4922
Standard General
New York
$232M -$30.9M -12% 3
TIA
4923
Tiemann Investment Advisors
California
$232M +$7.14M +3% 204
HRC
4924
Hoertkorn Richard Charles
$232M +$2.18M +0.9% 87
RGREA
4925
Ranger Global Real Estate Advisors
Colorado
$232M -$18.8M -8% 25