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
OW
6001
Olistico Wealth
Oklahoma
$180M +$18.4M +11% 398
PCA
6002
Purkiss Capital Advisors
Connecticut
$180M +$47.4M +36% 157
SFCL
6003
Strengthening Families & Communities LLC
Massachusetts
$180M +$16.3M +10% 446
WSL
6004
Western Standard LLC
California
$180M +$9.65M +6% 31
CFG
6005
Cosner Financial Group
Colorado
$180M +$16.1M +10% 38
HM
6006
Heronetta Management
New York
$180M -$3.49M -2% 25
TWM
6007
TLW Wealth Management
Florida
$179M +$12.9M +8% 18
RWIA
6008
Roger Wittlin Investment Advisory
California
$179M +$8.5M +5% 47
AFS
6009
Axiom Financial Strategies
Indiana
$179M +$10.6M +6% 57
ACM
6010
Alcosta Capital Management
California
$179M +$29.4M +20% 28
BFP
6011
Beacon Financial Planning
Massachusetts
$179M +$5.13M +3% 50
GCM
6012
Granby Capital Management
Florida
$179M -$6.42M -3% 21
AWM
6013
Avondale Wealth Management
Texas
$179M +$20.2M +13% 122
MWM
6014
MOKAN Wealth Management
Kansas
$179M +$13M +8% 85
AIM
6015
Athena Investment Management
California
$179M +$13.8M +8% 155
HI
6016
Harper Investing
California
$179M +$28M +19% 62
DCM
6017
Delta Capital Management
New Jersey
$179M +$6.48M +4% 105
EWS
6018
Eagle Wealth Strategies
New Jersey
$179M +$15.8M +10% 109
SCM
6019
Solas Capital Management
Connecticut
$179M +$956K +0.5% 26
MMHP
6020
Murphy Middleton Hinkle & Parker
Georgia
$179M $0 0% 132
BFA
6021
Brendel Financial Advisors
New Hampshire
$179M +$13.9M +8% 114
NWMG
6022
National Wealth Management Group
Ohio
$178M +$26.4M +17% 179
MCM
6023
McDonough Capital Management
Florida
$178M +$25.3M +17% 51
EWM
6024
Evergreen Wealth Management
Michigan
$178M +$10.9M +6% 54
AWM
6025
AllSquare Wealth Management
New York
$178M +$9.75M +6% 548