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
EPW
5226
Evergreen Private Wealth
Colorado
$247M +$8.02M +3% 299
SC
5227
Swan Capital
Florida
$247M +$16.4M +7% 561
AB
5228
ANB Bank
Colorado
$247M +$23.9M +11% 137
HIA
5229
HFM Investment Advisors
New Jersey
$246M +$19M +8% 1,323
AA
5230
AF Advisors
California
$246M -$43.7M -15% 30
WFS
5231
Weitzel Financial Services
Iowa
$246M +$9.9M +4% 49
MAWCM
5232
Mine & Arao Wealth Creation & Management
California
$246M +$22.1M +10% 78
MCM
5233
Moerus Capital Management
New York
$246M +$11.7M +5% 14
GFA
5234
Grunden Financial Advisory
Texas
$246M +$19.5M +9% 32
MWA
5235
Mills Wealth Advisors
Texas
$246M +$27.7M +13% 74
TWA
5236
Trellis Wealth Advisors
California
$246M +$16M +7% 38
KIC
5237
Kensington Investment Counsel
California
$246M +$12.3M +5% 108
RFG
5238
RFP Financial Group
Georgia
$246M +$3.34M +1% 112
PWM
5239
Parkshore Wealth Management
California
$245M +$40.8M +20% 70
RSC
5240
Red Spruce Capital
Pennsylvania
$245M +$14.5M +6% 93
GBI
5241
GP Brinson Investments
Illinois
$245M +$10.7M +5% 16
CNBT
5242
Cornerstone National Bank & Trust
Illinois
$245M +$12.7M +5% 178
KTM
5243
Keeler Thomas Management
Utah
$245M +$12.7M +5% 110
NAG
5244
Northstar Advisory Group
New Jersey
$245M +$40.1M +20% 122
LCAM
5245
Long Corridor Asset Management
Hong Kong
$245M -$32.5M -12% 25
BIA
5246
Beacon Investment Advisors
Maryland
$244M +$12.6M +5% 167
AC
5247
AMS Capital
Brazil
$244M -$20.3M -8% 18
TW
5248
Towerpoint Wealth
California
$244M +$18.8M +8% 94
AA
5249
AJ Advisors
Tennessee
$244M +$19.6M +9% 38
CIA
5250
Caerus Investment Advisors
Texas
$244M +$139M +133% 269