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
FCA
5001
Fortis Capital Advisors
Kansas
$171M -$16.2M -9% 652
CWP
5002
Corepath Wealth Partners
Arizona
$170M +$11.1M +7% 43
AWA
5003
Alta Wealth Advisors
Massachusetts
$170M +$11.8M +7% 142
PWMG
5004
Provence Wealth Management Group
California
$170M +$20.1M +13% 160
NEPPG
5005
New England Professional Planning Group
Rhode Island
$170M +$4.77M +3% 40
AFGAS
5006
Allegiance Financial Group Advisory Services
Virginia
$170M +$34.5M +25% 72
RWM
5007
Ruedi Wealth Management
Illinois
$170M +$14.5M +9% 266
CB
5008
CNB Bank
Pennsylvania
$170M +$5.7M +3% 494
HWP
5009
Heritage Wealth Partners
Ohio
$170M +$43.5M +34% 83
PAM
5010
Peninsula Asset Management
Florida
$170M +$10.1M +6% 42
TL
5011
Tradewinds LLC
North Carolina
$170M +$4.7M +3% 128
CLCM
5012
Center Lake Capital Management
Florida
$169M +$14.8M +10% 12
PPWM
5013
PFG Private Wealth Management
Florida
$169M +$12.1M +8% 297
FCCM
5014
First City Capital Management
Georgia
$169M -$1.61M -0.9% 180
HWA
5015
Hillcrest Wealth Advisors
New Jersey
$169M +$640K +0.4% 48
TIM
5016
Tikehau Investment Management
France
$169M -$24.1M -12% 17
PS
5017
Planned Solutions
California
$169M +$11.4M +7% 81
AC
5018
Aristides Capital
Kentucky
$169M +$10.4M +7% 206
WCP
5019
Wick Capital Partners
Pennsylvania
$169M -$5.42M -3% 70
PCM
5020
Pinnbrook Capital Management
New York
$169M -$2.48M -1% 71
VM
5021
Varde Management
Minnesota
$169M +$31.5M +23% 9
VEA
5022
Virtus ETF Advisers
New York
$169M -$13M -7% 495
FFG
5023
Fortem Financial Group
California
$169M +$15.2M +10% 174
WAM
5024
WFA Asset Management
Wisconsin
$169M +$5.75M +4% 264
AWP
5025
Accretive Wealth Partners
New Jersey
$169M +$12.3M +8% 117