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
TA
4951
Tactive Advisors
Florida
$153M 41
AIM
4952
Aspen Investment Management
Michigan
$153M +$3.08M +2% 135
JWBC
4953
John W. Brooker & Co
California
$153M -$2.67M -2% 203
DCM
4954
DGS Capital Management
New Jersey
$153M +$3.23M +2% 240
TCMP
4955
Thrive Capital Management (Pennsylvania)
Pennsylvania
$153M +$5.14M +3% 121
MA
4956
MBA Advisors
Pennsylvania
$153M +$14.6M +11% 128
LFA
4957
Level Financial Advisors
New York
$153M +$17.2M +13% 310
RPCONE
4958
Retirement Planning Company of New England
Rhode Island
$153M +$14.2M +10% 221
CWA
4959
Clarus Wealth Advisors
Arizona
$153M +$12.4M +9% 127
PM
4960
Phraction Management
Connecticut
$152M +$20M +15% 52
MPPW
4961
Mitchell & Pahl Private Wealth
Oklahoma
$152M +$17.1M +13% 156
HGWM
4962
Harvest Group Wealth Management
Massachusetts
$152M +$2.94M +2% 203
IRAG
4963
Investment Research & Advisory Group
Georgia
$152M +$18.7M +14% 195
RCA
4964
Rex Capital Advisors
Rhode Island
$152M +$17.5M +13% 26
WAM
4965
WFA Asset Management
Wisconsin
$152M +$11.9M +8% 247
CWM
4966
Collaborative Wealth Management
Florida
$152M +$10.9M +8% 181
TFA
4967
Trinity Financial Advisors
Ohio
$152M +$14.1M +10% 72
ONST
4968
Old North State Trust
North Carolina
$152M +$36.4M +31% 456
BFA
4969
Bluestem Financial Advisors
Illinois
$152M +$10.7M +8% 27
EECFV
4970
EnCap Energy Capital Fund VIII
Texas
$152M -$10.8M -7% 3
BBW
4971
Blue Barn Wealth
Utah
$152M +$11.4M +8% 141
AWS
4972
Arkfeld Wealth Strategies
Nebraska
$152M +$7.53M +5% 73
TA
4973
TKG Advisors
Indiana
$152M +$25.7M +20% 102
IIM
4974
Ironwood Investment Management
Massachusetts
$152M +$8.71M +6% 173
NCM
4975
NCM Capital Management
New Jersey
$152M +$19.4M +15% 179