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
CWM
5126
Collaborative Wealth Management
Florida
$199M +$14.8M +8% 180
AWG
5127
Altus Wealth Group
Colorado
$199M +$19M +11% 161
LCM
5128
Leisure Capital Management
California
$199M +$14.3M +8% 144
ACM
5129
Ardent Capital Management
Ohio
$199M +$8.36M +4% 47
FI
5130
FIDELIS iM
Oregon
$199M +$13.4M +7% 18
TW
5131
Towerpoint Wealth
California
$199M +$15.6M +9% 86
W
5132
WorthPointe
California
$199M +$2.16M +1% 87
LFA
5133
LifeGuide Financial Advisors
Pennsylvania
$199M +$9.34M +5% 45
SN
5134
Sittner & Nelson
Oregon
$199M +$11.4M +6% 514
AIC
5135
Anthracite Investment Company
Texas
$198M +$43.2M +28% 116
AWM
5136
Act Wealth Management
Texas
$198M +$13M +7% 50
CNBT
5137
Cornerstone National Bank & Trust
Illinois
$198M +$11.6M +6% 62
CA
5138
Claris Advisors
Missouri
$198M +$17.6M +10% 59
AI
5139
Acuitas Investments
Washington
$198M +$7.72M +4% 139
LIA
5140
Luken Investment Analytics
Tennessee
$198M +$12.8M +7% 136
BIG
5141
Boothe Investment Group
Delaware
$198M -$23.3M -11% 38
WFS
5142
Weitzel Financial Services
Iowa
$198M +$11.6M +6% 43
FCMI
5143
Foresite Capital Management IV
California
$198M +$40.5K +0% 5
ACL
5144
APEIRON Capital Ltd
Hong Kong
$198M +$130M +191% 14
OWIM
5145
Old West Investment Management
California
$198M +$3.25M +2% 55
HSWM
5146
Hubbell Strickland Wealth Management
Louisiana
$198M +$14.9M +8% 81
LODC
5147
Lanham O'Dell & Company
West Virginia
$198M +$53.5M +37% 36
GPFA
5148
Game Plan Financial Advisors
Ohio
$198M +$23M +13% 516
LFP
5149
Lakeshore Financial Planning
Michigan
$198M +$17.6M +10% 69
PSA
5150
Plum Street Advisors
Louisiana
$197M +$47.3M +32% 85