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
WS
4976
Wela Strategies
Georgia
$212M +$25.4M +14% 54
RHI
4977
Richmond Hill Investments
New York
$212M +$9.11M +4% 4
IAS
4978
IMA Advisory Services
Colorado
$211M +$11.7M +6% 74
MA
4979
Mezzasalma Advisors
New Jersey
$211M +$28M +15% 111
EFA
4980
Evernest Financial Advisors
Indiana
$211M +$14.2M +7% 134
1W
4981
1776 Wealth
Georgia
$211M +$9.58M +5% 138
BC
4982
Barrett & Company
Rhode Island
$211M +$26.6M +14% 640
FNWM
4983
Financial Network Wealth Management
Utah
$211M -$19.8M -9% 111
VAS
4984
VR Advisory Services
Cayman Islands
$211M -$52.1M -20% 52
SFMG
4985
Sage Financial Management Group
Virginia
$211M +$24.9M +13% 53
LAM
4986
Lountzis Asset Management
Pennsylvania
$211M +$27.9M +15% 46
PWM
4987
Prosperity Wealth Management
California
$211M +$58.3M +38% 193
XSC
4988
X-Square Capital
Puerto Rico
$211M +$29.8M +16% 183
CAGAS
4989
Capital Advisory Group Advisory Services
Minnesota
$211M +$24.3M +13% 146
S
4990
Sachetta
Massachusetts
$211M +$6.06K +0% 1,151
SFG
4991
Sterling Financial Group
California
$211M +$42.1M +25% 68
WAOTB
4992
Wealth Advisors of Tampa Bay
Florida
$210M +$11.4M +6% 86
MF
4993
Montis Financial
Massachusetts
$210M +$42.3M +25% 84
WGCA
4994
Wolf Group Capital Advisors
Virginia
$210M -$430K -0.2% 104
CFGA
4995
Cambridge Financial Group (Arizona)
Arizona
$210M +$18.7M +10% 130
PWA
4996
PCG Wealth Advisors
Kansas
$210M +$31.3M +17% 119
MC
4997
Magnitude Capital
New York
$210M -$15.4M -7% 1
RA
4998
Ruggaard & Associates
Ohio
$210M +$21.3M +11% 122
BWM
4999
Biltmore Wealth Management
Arizona
$210M $0 0% 53
TFCM
5000
Taylor Frigon Capital Management
Arizona
$210M +$10.7M +5% 89