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
CWA
5151
Crux Wealth Advisors
California
$252M +$17.5M +7% 172
AWMNH
5152
Arcadia Wealth Management (New Hampshire)
New Hampshire
$252M +$23.3M +10% 65
AWMT
5153
AAFMAA Wealth Management & Trust
North Carolina
$252M +$10.2M +4% 82
WIM
5154
Wittenberg Investment Management
Massachusetts
$252M +$23M +10% 78
OIA
5155
Optimum Investment Advisors
Illinois
$252M +$21.7M +9% 630
LWMNY
5156
Landmark Wealth Management (New York)
New York
$252M +$17M +7% 89
DCM
5157
Decatur Capital Management
Georgia
$252M +$23.5M +10% 43
FA
5158
Fedenia Advisers
Wisconsin
$252M +$40.2M +19% 186
VWM
5159
Vivid Wealth Management
Iowa
$252M +$24M +11% 71
KIG
5160
Kennedy Investment Group
New Jersey
$252M +$16.1M +7% 144
DAM
5161
Deepwater Asset Management
Minnesota
$251M -$1.36M -0.5% 33
SIP
5162
Sellwood Investment Partners
Oregon
$251M +$41.9M +20% 107
DI
5163
Disciplined Investments
Oklahoma
$251M +$14.8M +6% 131
PAG
5164
Powers Advisory Group
Illinois
$251M +$23.7M +10% 121
SIAS
5165
Summit Investment Advisory Services
Minnesota
$251M +$21.1M +9% 77
SLA
5166
Silver Lake Advisory
Utah
$251M +$16.3M +7% 109
DA
5167
Dover Advisors
Virginia
$251M +$23.8M +10% 175
SCM
5168
Spreng Capital Management
Ohio
$251M +$8.85M +4% 79
A
5169
Argentarii
Ohio
$251M +$32.7M +15% 174
AFO
5170
Arrowroot Family Office
California
$251M +$27.5M +12% 149
ECA
5171
Elevation Capital Advisory
Oregon
$250M +$899K +0.4% 82
HLAM
5172
Hidden Lake Asset Management
New York
$250M +$46.9M +23% 61
OGF
5173
Orin Green Financial
California
$250M +$13.9M +6% 88
AFC
5174
Adaptive Financial Consulting
Ohio
$250M +$10.7M +4% 21
AF
5175
Abound Financial
California
$250M +$22.7M +10% 72