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
MI
5501
Moneywise Inc
Virginia
$189M -$10.6M -5% 59
DB
5502
Dravo Bay
Delaware
$189M -$17.6M -9% 52
GPW
5503
Genesis Private Wealth
Virginia
$189M +$7.1M +4% 157
RF
5504
Robbins Farley
New Hampshire
$188M -$16.5M -8% 160
GHA
5505
Granite Harbor Advisors
Texas
$188M +$7.56M +4% 110
EA
5506
Everpar Advisors
Oklahoma
$188M -$9.98M -5% 277
SOAG
5507
Silver Oak Advisory Group
Oregon
$188M -$772K -0.4% 69
MWA
5508
Mills Wealth Advisors
Texas
$188M +$12.5M +7% 72
WFP
5509
Wrenne Financial Planning
Kentucky
$188M +$12.5M +7% 46
AWM
5510
Aviso Wealth Management
Washington
$188M -$7.88M -4% 145
CIG
5511
CHB Investment Group
Pennsylvania
$188M +$3.96M +2% 74
AIM
5512
Astor Investment Management
Illinois
$188M -$7.16M -4% 33
BIM
5513
Brentview Investment Management
Illinois
$188M +$12M +7% 68
LWM
5514
Lodestone Wealth Management
Washington
$188M -$11.4M -6% 159
WR
5515
WD Rutherford
Oregon
$188M -$23M -11% 80
PP
5516
PFS Partners
New Jersey
$188M +$4.22M +2% 459
EFS
5517
Econ Financial Services
Pennsylvania
$188M +$13.5M +8% 101
ACM
5518
Adalta Capital Management
New York
$188M -$3.73M -2% 107
DCM
5519
Dudley Capital Management
Virginia
$188M -$7.42M -4% 135
TCOK
5520
Trust Company of Kansas
Kansas
$188M -$20.5M -10% 60
S
5521
Sunpointe
Missouri
$188M -$11.3M -6% 202
LI
5522
Latigo Investments
Florida
$188M -$9.01M -5% 18
PWS
5523
Proactive Wealth Strategies
Georgia
$188M -$4.4M -2% 133
DA
5524
DCM Advisors
New York
$187M -$25.7M -12% 39
NPI
5525
New Perspectives Inc
Mississippi
$187M +$826K +0.4% 41