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
EPIM
5026
Equinox Partners Investment Management
Connecticut
$153M +$28.7M +23% 11
SVI
5027
Strategic Vision Investment
Hong Kong
$153M +$102M +200% 27
TA
5028
Tactive Advisors
Florida
$153M 41
AIM
5029
Aspen Investment Management
Michigan
$153M +$3.08M +2% 135
JWBC
5030
John W. Brooker & Co
California
$153M -$2.67M -2% 203
DCM
5031
DGS Capital Management
New Jersey
$153M +$3.23M +2% 240
TCMP
5032
Thrive Capital Management (Pennsylvania)
Pennsylvania
$153M +$5.14M +3% 121
MA
5033
MBA Advisors
Pennsylvania
$153M +$14.6M +11% 128
LFA
5034
Level Financial Advisors
New York
$153M +$17.2M +13% 310
RPCONE
5035
Retirement Planning Company of New England
Rhode Island
$153M +$14.2M +10% 221
CWA
5036
Clarus Wealth Advisors
Arizona
$153M +$12.4M +9% 127
PM
5037
Phraction Management
Connecticut
$152M +$20M +15% 52
MPPW
5038
Mitchell & Pahl Private Wealth
Oklahoma
$152M +$17.1M +13% 156
HGWM
5039
Harvest Group Wealth Management
Massachusetts
$152M +$2.94M +2% 203
IRAG
5040
Investment Research & Advisory Group
Georgia
$152M +$18.7M +14% 195
RCA
5041
Rex Capital Advisors
Rhode Island
$152M +$17.5M +13% 26
WAM
5042
WFA Asset Management
Wisconsin
$152M +$11.9M +8% 247
CWM
5043
Collaborative Wealth Management
Florida
$152M +$10.9M +8% 181
TFA
5044
Trinity Financial Advisors
Ohio
$152M +$14.1M +10% 72
ONST
5045
Old North State Trust
North Carolina
$152M +$36.4M +31% 456
BFA
5046
Bluestem Financial Advisors
Illinois
$152M +$10.7M +8% 27
EECFV
5047
EnCap Energy Capital Fund VIII
Texas
$152M -$10.8M -7% 3
BBW
5048
Blue Barn Wealth
Utah
$152M +$11.4M +8% 141
AWS
5049
Arkfeld Wealth Strategies
Nebraska
$152M +$7.53M +5% 73
TA
5050
TKG Advisors
Indiana
$152M +$25.7M +20% 102