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
ECA
4976
Elevation Capital Advisory
Oregon
$226M +$7.41M +3% 75
FSI
4977
Flow State Investments
Illinois
$226M -$89.6M -28% 226
IWN
4978
Independent Wealth Network
Iowa
$226M +$11.4M +5% 235
GCM
4979
Gator Capital Management
Florida
$226M +$29M +15% 64
AFA
4980
Alpha Financial Advisors
North Carolina
$226M +$18.3M +9% 48
BWG
4981
Balanced Wealth Group
Ohio
$226M +$6.15M +3% 68
BTWM
4982
Baker Tilly Wealth Management
Wisconsin
$226M -$18.5M -8% 294
HIM
4983
Harbour Investment Management
Washington
$226M +$9.28M +4% 91
EF
4984
Exeter Financial
Arizona
$226M +$16.1M +8% 93
AWM
4985
Act Wealth Management
Texas
$226M +$22.3M +11% 50
WF
4986
Warner Financial
Maryland
$226M +$20.5M +10% 115
SI
4987
SimpliFi Inc
California
$226M +$9M +4% 42
CCAM
4988
Codex Capital Asset Management
Texas
$225M +$7.02M +3% 38
BP
4989
BWM Planning
Texas
$225M 76
SF
4990
Slagle Financial
Illinois
$225M +$30.3M +16% 116
GAMC
4991
Garner Asset Management Corp
Texas
$225M +$13.7M +6% 155
IGM
4992
Incline Global Management
New York
$225M -$17.5M -7% 29
FPCG
4993
Forum Private Client Group
Indiana
$225M +$14.7M +7% 75
TLA
4994
Tanglewood Legacy Advisors
Texas
$225M +$13.4M +6% 288
CCM
4995
Cobalt Capital Management
New Jersey
$225M -$5.72M -2% 37
ACM
4996
Azarias Capital Management
Pennsylvania
$225M +$2.48M +1% 21
AA
4997
Altman Advisors
Illinois
$225M +$48.9M +28% 99
GI
4998
GS Investments
Minnesota
$225M +$12.9M +6% 134
WC
4999
Wynnefield Capital
New York
$225M +$2.2M +1% 17
VWM
5000
VCI Wealth Management
Missouri
$225M +$22.4M +11% 127