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
EW
5551
Element Wealth
Mississippi
$171M +$11.2M +7% 275
TVWM
5552
Tower View Wealth Management
Wisconsin
$171M +$9.57M +6% 203
SA
5553
Sunesis Advisors
Kansas
$171M +$6.77M +4% 75
TC
5554
TAGStone Capital
North Carolina
$171M +$17.8M +12% 85
SPFA
5555
Summit Place Financial Advisors
New Jersey
$171M +$17.8M +12% 93
AWM
5556
AllSquare Wealth Management
New York
$171M +$7.69M +5% 551
VFA
5557
Values First Advisors
Tennessee
$171M +$4.89M +3% 179
SIAM
5558
Sterling Investment Advisors (Missouri)
Missouri
$171M +$9.28M +6% 34
RBC
5559
Rye Brook Capital
Connecticut
$171M -$3.37M -2% 31
VOMP
5560
Vision One Management Partners
Florida
$171M +$2.49M +1% 9
M
5561
MYeCFO
California
$170M +$11.8M +7% 57
HHGC
5562
Hunting Hill Global Capital
New York
$170M +$37.8M +28% 123
AWM
5563
Avaii Wealth Management
Wisconsin
$170M +$17M +11% 155
PC
5564
Promethos Capital
Massachusetts
$170M +$32.4M +23% 73
GFL
5565
Granite FO LLC
New Hampshire
$170M +$20.7M +14% 229
GCA
5566
GSI Capital Advisors
California
$170M +$5.02M +3% 33
FCM
5567
Fogel Capital Management
Florida
$170M +$39.1M +30% 43
PWP
5568
Pursue Wealth Partners
California
$170M +$15.2M +10% 110
ISSM
5569
Invesco Senior Secured Management
New York
$170M +$67.2M +65% 8
WIA
5570
Wetzel Investment Advisors
Indiana
$170M +$7.05M +4% 1,204
AFO
5571
Allie Family Office
Florida
$170M +$25.2M +17% 85
FWP
5572
Firethorn Wealth Partners
Georgia
$170M +$17.2M +11% 165
WP
5573
Wealthspan Partners
Iowa
$170M +$26.9M +19% 101
CL
5574
COWA LLC
Oklahoma
$170M +$9.3M +6% 127
BWIA
5575
Bryant Woods Investment Advisors
New York
$169M +$12.6M +8% 46