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
5401
Carolina Wealth Advisors
South Carolina
$232M +$28.8M +14% 308
CP
5402
CPV Partners
Connecticut
$231M +$49.9M +27% 4
AC
5403
Alfreton Capital
United Kingdom
$231M -$113M -33% 5
MCF
5404
MKA Charitable Fund
California
$231M -$24.2M -9% 1
CCIA
5405
Cherry Creek Investment Advisors
Colorado
$231M +$17.9M +8% 124
MWM
5406
MBE Wealth Management
Wisconsin
$231M +$1.24M +0.5% 145
RA
5407
RiverPark Advisors
New York
$231M +$68.4M +42% 160
MLA
5408
MB, Levis & Associates
Pennsylvania
$231M +$3.47M +2% 295
BOCM
5409
Bontempo Ohly Capital Management
Maryland
$231M +$10M +5% 31
SWM
5410
SFG Wealth Management
Maryland
$231M +$65.4M +39% 138
IAG
5411
Investmark Advisory Group
Connecticut
$231M +$17.2M +8% 133
RFMS
5412
RWQ Financial Management Services
Florida
$230M -$7.19M -3% 26
MSWM
5413
Master's Wealth Management
Pennsylvania
$230M +$16.1M +8% 52
GCA
5414
Genesee Capital Advisors
New York
$230M +$7.1M +3% 129
HIM
5415
Harbour Investment Management
Washington
$230M -$1.18M -0.5% 108
EIA
5416
Eastover Investment Advisors
North Carolina
$230M +$6.98M +3% 48
WFC
5417
Western Financial Corp
California
$230M +$43.2M +23% 129
FC
5418
Franchise Capital
Cayman Islands
$230M +$38M +20% 32
CWA
5419
Centerline Wealth Advisors
Kentucky
$230M +$25.9M +13% 48
AI
5420
AXS Investments
New York
$230M -$14.2M -6% 224
CWM
5421
Chicago Wealth Management
Illinois
$229M +$19.6M +9% 54
AWM
5422
Aviso Wealth Management
Washington
$229M +$15.3M +7% 148
RF
5423
rebel Financial
Ohio
$229M +$10.1M +5% 64
5W
5424
5T Wealth
California
$229M +$33M +17% 116
BSAM
5425
Blue Square Asset Management
New York
$229M +$15.8M +7% 81