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
CH
4976
CVS Health
Rhode Island
$212M +$18M +9% 6
BBWP
4977
Beacon Bridge Wealth Partners
Pennsylvania
$212M +$11.4M +6% 115
KA
4978
Kercheville Advisors
Texas
$212M +$33.7M +19% 95
WS
4979
Wela Strategies
Georgia
$212M +$25.4M +14% 54
RHI
4980
Richmond Hill Investments
New York
$212M +$9.11M +4% 4
IAS
4981
IMA Advisory Services
Colorado
$211M +$11.7M +6% 74
MA
4982
Mezzasalma Advisors
New Jersey
$211M +$28M +15% 111
EFA
4983
Evernest Financial Advisors
Indiana
$211M +$14.2M +7% 134
1W
4984
1776 Wealth
Georgia
$211M +$9.58M +5% 138
BC
4985
Barrett & Company
Rhode Island
$211M +$26.6M +14% 640
FNWM
4986
Financial Network Wealth Management
Utah
$211M -$19.8M -9% 111
VAS
4987
VR Advisory Services
Cayman Islands
$211M -$52.1M -20% 52
SFMG
4988
Sage Financial Management Group
Virginia
$211M +$24.9M +13% 53
LAM
4989
Lountzis Asset Management
Pennsylvania
$211M +$27.9M +15% 46
PWM
4990
Prosperity Wealth Management
California
$211M +$58.3M +38% 193
XSC
4991
X-Square Capital
Puerto Rico
$211M +$29.8M +16% 183
CAGAS
4992
Capital Advisory Group Advisory Services
Minnesota
$211M +$24.3M +13% 146
S
4993
Sachetta
Massachusetts
$211M +$6.06K +0% 1,151
SFG
4994
Sterling Financial Group
California
$211M +$42.1M +25% 68
WAOTB
4995
Wealth Advisors of Tampa Bay
Florida
$210M +$11.4M +6% 86
MF
4996
Montis Financial
Massachusetts
$210M +$42.3M +25% 84
WGCA
4997
Wolf Group Capital Advisors
Virginia
$210M -$430K -0.2% 104
CFGA
4998
Cambridge Financial Group (Arizona)
Arizona
$210M +$18.7M +10% 130
PWA
4999
PCG Wealth Advisors
Kansas
$210M +$31.3M +17% 119
MC
5000
Magnitude Capital
New York
$210M -$15.4M -7% 1