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
EL
5701
EQ LLC
Washington
$162M +$27.2M +20% 55
CCM
5702
Cox Capital Management
Massachusetts
$162M +$9.03M +6% 87
PSIWM
5703
Paradigm Strategies in Wealth Management
Minnesota
$162M +$10.1M +7% 50
BFG
5704
Baron Financial Group
New Jersey
$162M +$5.24M +3% 52
MWM
5705
MBE Wealth Management
Wisconsin
$162M -$33.4M -17% 100
CCM
5706
Crestwood Capital Management
New York
$162M -$6.96M -4% 18
PFG
5707
Prosperity Financial Group
California
$162M +$17.8M +12% 156
BSWA
5708
Bromfield Sneider Wealth Advisors
Massachusetts
$162M +$14.1M +10% 104
ADMI
5709
Albert D. Mason Inc
Massachusetts
$162M +$10.7M +7% 162
MC
5710
Metavasi Capital
New York
$162M +$27M +20% 38
OFA
5711
Onyx Financial Advisors
Idaho
$162M +$24.8M +18% 15
MWA
5712
MN Wealth Advisors
Kansas
$162M +$16.5M +11% 94
HG
5713
Herbst Group
Connecticut
$162M +$5.66M +4% 68
BWA
5714
Boulder Wealth Advisors
Colorado
$161M 23
HWM
5715
HighMark Wealth Management
Minnesota
$161M +$25.8M +19% 624
FC
5716
Family CFO
California
$161M +$6.37M +4% 66
PM
5717
Penbrook Management
New York
$161M +$12.5M +8% 106
KIG
5718
Kessler Investment Group
Indiana
$161M -$2.07M -1% 213
IFS
5719
Intelligent Financial Strategies
Minnesota
$161M +$18.3M +13% 86
MCA
5720
Maryland Capital Advisors
Maryland
$161M +$9.77M +6% 237
EBWM
5721
Eagle Bluffs Wealth Management
Missouri
$161M +$14.3M +10% 70
E3F
5722
Eight 31 Financial
Texas
$161M -$2.18M -1% 88
EFS
5723
Econ Financial Services
Pennsylvania
$161M +$19M +13% 102
WDC
5724
Woodward Diversified Capital
California
$161M +$1.83M +1% 166
PCR
5725
Potrero Capital Research
California
$161M -$21.8M -12% 32