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
GWAM
5601
Guardian Wealth Advisors (Minnesota)
Minnesota
$103M -$5.76M -5% 63
OCA
5602
Otter Creek Advisors
Florida
$103M -$8.63M -8% 56
MC
5603
Metavasi Capital
New York
$103M -$5.08M -5% 29
PFG
5604
Peterson Financial Group
Iowa
$103M -$3.4M -3% 81
MC
5605
Muzinich & Co
New York
$103M -$15.6M -13% 57
PPWM
5606
Paragon Private Wealth Management
Kentucky
$103M +$8.95M +10% 129
TIM
5607
Tevis Investment Management
Texas
$103M -$1.73M -2% 512
FHC
5608
Fort Henry Capital
West Virginia
$103M -$4.4M -4% 15
SC
5609
Soundwatch Capital
Connecticut
$103M +$11.8M +13% 14
BMD
5610
Better Money Decisions
New Mexico
$103M -$15.4M -13% 489
IAC
5611
ION Acquisition Corp
Israel
$103M +$5.43M +6% 5
BOC
5612
Bull Oak Capital
California
$103M -$5.58M -5% 27
ILCM
5613
Ivy Lane Capital Management
Florida
$103M -$3.06M -3% 13
I
5614
IMPACTfolio
Colorado
$102M -$3.59M -3% 55
SPA
5615
Shore Point Advisors
New Jersey
$102M -$4.49M -4% 38
SFS
5616
Starfox Financial Services
Texas
$102M -$23.9M -19% 27
CGI
5617
Calixto Global Investors
Florida
$102M +$2.5M +3% 12
LFA
5618
LifeGuide Financial Advisors
Pennsylvania
$102M -$7.24M -7% 27
CFO
5619
Custos Family Office
Texas
$102M -$9.18M -8% 23
AMR
5620
Asset Management Resources
Massachusetts
$102M -$15.5M -13% 58
OF
5621
Outfitter Financial
Maine
$102M -$7.89M -7% 86
PCMU
5622
Paragon Capital Management (Utah)
Utah
$102M +$3.48M +4% 90
WHP
5623
Washington Harbour Partners
Virginia
$102M -$45.7M -31% 26
ACM
5624
Alcosta Capital Management
California
$102M -$3.07M -3% 32
MCM
5625
Mork Capital Management
California
$102M -$7.39M -7% 108