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
GBWM
5026
Granite Bay Wealth Management
New Hampshire
$153M +$28.9M +23% 71
AFA
5027
Abacus FCF Advisors
Florida
$153M +$8.14M +6% 159
AWA
5028
ARQ Wealth Advisors
Arizona
$153M +$23.8M +18% 52
EPIM
5029
Equinox Partners Investment Management
Connecticut
$153M +$28.7M +23% 11
SVI
5030
Strategic Vision Investment
Hong Kong
$153M +$102M +200% 27
TA
5031
Tactive Advisors
Florida
$153M 41
AIM
5032
Aspen Investment Management
Michigan
$153M +$3.08M +2% 135
JWBC
5033
John W. Brooker & Co
California
$153M -$2.67M -2% 203
DCM
5034
DGS Capital Management
New Jersey
$153M +$3.23M +2% 240
TCMP
5035
Thrive Capital Management (Pennsylvania)
Pennsylvania
$153M +$5.14M +3% 121
MA
5036
MBA Advisors
Pennsylvania
$153M +$14.6M +11% 128
LFA
5037
Level Financial Advisors
New York
$153M +$17.2M +13% 310
RPCONE
5038
Retirement Planning Company of New England
Rhode Island
$153M +$14.2M +10% 221
CWA
5039
Clarus Wealth Advisors
Arizona
$153M +$12.4M +9% 127
PM
5040
Phraction Management
Connecticut
$152M +$20M +15% 52
MPPW
5041
Mitchell & Pahl Private Wealth
Oklahoma
$152M +$17.1M +13% 156
HGWM
5042
Harvest Group Wealth Management
Massachusetts
$152M +$2.94M +2% 203
IRAG
5043
Investment Research & Advisory Group
Georgia
$152M +$18.7M +14% 195
RCA
5044
Rex Capital Advisors
Rhode Island
$152M +$17.5M +13% 26
WAM
5045
WFA Asset Management
Wisconsin
$152M +$11.9M +8% 247
CWM
5046
Collaborative Wealth Management
Florida
$152M +$10.9M +8% 181
TFA
5047
Trinity Financial Advisors
Ohio
$152M +$14.1M +10% 72
ONST
5048
Old North State Trust
North Carolina
$152M +$36.4M +31% 456
BFA
5049
Bluestem Financial Advisors
Illinois
$152M +$10.7M +8% 27
EECFV
5050
EnCap Energy Capital Fund VIII
Texas
$152M -$10.8M -7% 3