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
EL
5126
EQ LLC
Washington
$214M +$1.26M +0.6% 68
EPW
5127
Evergreen Private Wealth
Colorado
$214M +$527K +0.2% 207
CWM
5128
Collaborative Wealth Management
Florida
$214M -$6.53M -3% 180
BFA
5129
Bluestem Financial Advisors
Illinois
$214M +$1.34M +0.6% 28
SI
5130
Saxon Interests
Texas
$214M -$13.4M -6% 209
OM
5131
OV Management
Minnesota
$214M -$1.69M -0.8% 60
LIA
5132
Luken Investment Analytics
Tennessee
$214M -$2.35M -1% 161
AWM
5133
Altus Wealth Management
Kentucky
$214M -$9.99M -4% 41
AWG
5134
Altus Wealth Group
Colorado
$214M -$12.5M -6% 148
VU
5135
Valence8 US
Massachusetts
$213M +$5.11M +2% 10
PW
5136
Potentia Wealth
California
$213M -$11.7M -5% 98
LWA
5137
Lifelong Wealth Advisors
Minnesota
$213M -$9.23M -4% 70
ATWA
5138
Arbor Trust Wealth Advisors
Michigan
$213M -$266K -0.1% 97
MA
5139
MKT Advisors
California
$213M -$16.3M -7% 153
BI
5140
Berkeley Inc
Idaho
$213M +$19.8M +10% 72
MWM
5141
Maltin Wealth Management
New Jersey
$213M +$9.41M +5% 137
SCP
5142
Stevens Capital Partners
Nebraska
$213M -$8M -4% 67
IAMH
5143
IvyRock Asset Management (HK)
Hong Kong
$213M -$12.4M -5% 25
PWM
5144
Prosperity Wealth Management
California
$213M -$30M -12% 256
RSC
5145
Red Spruce Capital
Pennsylvania
$213M -$12.6M -6% 94
MLM
5146
Mount Lucas Management
Pennsylvania
$213M -$74.7M -26% 186
WCM
5147
Whitefort Capital Management
New York
$213M +$3.57M +2% 20
GMP
5148
Great Mountain Partners
Connecticut
$212M -$192M -47% 2
OIA
5149
Optimum Investment Advisors
Illinois
$212M -$14.2M -6% 650
AAG
5150
Avalon Advisory Group
Pennsylvania
$212M -$6.74M -3% 16