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
FW
5026
FullCircle Wealth
Texas
$223M +$18.9M +9% 192
RC
5027
Raine Capital
New York
$223M +$17.6M +9% 5
ICM
5028
IMS Capital Management
Oregon
$223M +$7.95M +4% 145
GCM
5029
Gibraltar Capital Management
Oklahoma
$223M +$1.49M +0.7% 56
TFA
5030
TPG Financial Advisors
Oregon
$222M +$10.9M +5% 72
TA
5031
Teramo Advisors
Florida
$222M +$20M +10% 8
BWG
5032
Beta Wealth Group
California
$222M +$10.8M +5% 111
SSI
5033
SVF Sponsor III
California
$222M -$97.9M -31% 1
ORG
5034
Optimist Retirement Group
Washington
$222M +$31.3M +16% 135
JAM
5035
JW Asset Management
Florida
$221M -$21.2M -9% 17
WFA
5036
WMG Financial Advisors
Tennessee
$221M +$32.4M +17% 178
CNBT
5037
Cornerstone National Bank & Trust
Illinois
$221M +$17.6M +9% 167
SSW
5038
Smith Shellnut Wilson
Mississippi
$221M +$15.2M +7% 152
MWM
5039
MTC Wealth Management
Florida
$221M +$11.1M +5% 14
GCM
5040
Goldstream Capital Management
Hong Kong
$221M +$11.1M +5% 48
CWM
5041
Collaborative Wealth Management
Florida
$221M +$16.5M +8% 178
PCA
5042
Prospect Capital Advisors
California
$221M -$16M -7% 28
NME
5043
Notis-McConarty Edward
$221M -$33.5M -13% 90
MIM
5044
Meros Investment Management
Texas
$221M +$9.51M +4% 44
EWA
5045
Etesian Wealth Advisors
Oregon
$221M +$42.9M +24% 143
PFSC
5046
Peoples Financial Services Corp
Pennsylvania
$221M -$389K -0.2% 256
CPIM
5047
Coalescence Partners Investment Management
New York
$221M +$100M +83% 15
SICM
5048
Sustainable Insight Capital Management
New York
$221M +$21M +11% 95
AAG
5049
Avalon Advisory Group
Pennsylvania
$221M +$10.7M +5% 15
FI
5050
FIDELIS iM
Oregon
$220M +$16.8M +8% 22