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
EWS
6201
Evergreen Wealth Solutions
Pennsylvania
$166M +$17.8M +12% 123
PCA
6202
Prospect Capital Advisors
California
$166M +$19.9M +14% 32
PIM
6203
Pullen Investment Management
Florida
$166M +$7.66M +5% 106
SIM
6204
Synergy Investment Management
Florida
$166M -$73.6M -31% 599
AWS
6205
Aspen Wealth Strategies
Colorado
$166M +$13.3M +9% 90
VFG
6206
V2 Financial group
Illinois
$166M +$10.6M +7% 89
DWG
6207
Darden Wealth Group
Michigan
$166M +$36.8M +29% 136
DC
6208
Destiny Capital
Colorado
$166M +$19.2M +13% 48
NWM
6209
NRI Wealth Management
California
$166M +$30.6M +23% 31
TCM
6210
Thomist Capital Management
Texas
$166M -$71.9M -30% 59
TGV
6211
TRV GP V
Massachusetts
$166M +$40.6M +32% 4
NF
6212
NavPoint Financial
Minnesota
$166M +$23.3M +16% 61
SWM
6213
SFG Wealth Management
Maryland
$165M -$39.3M -19% 127
MCM
6214
Masterton Capital Management
New York
$165M +$18.9M +13% 21
PRRFG
6215
Paul R. Ried Financial Group
Washington
$165M +$21.7M +15% 33
AIM
6216
Aurora Investment Managers
Florida
$165M +$6.87M +4% 51
VFG
6217
Valley Financial Group
Pennsylvania
$165M +$14.4M +10% 63
CH
6218
Cromwell Holdings
Wyoming
$165M +$9.45M +6% 1,029
BGWM
6219
Bridge Generations Wealth Management
Florida
$165M +$5.62M +4% 153
FF
6220
Farrow Financial
Vermont
$165M +$16.1M +11% 52
TIA
6221
Trust Investment Advisors
Indiana
$165M +$9.43M +6% 148
FAG
6222
Financial Architects (Georgia)
Georgia
$165M +$7.93M +5% 28
SC
6223
Stephenson & Company
California
$165M +$10.7M +7% 44
BMD
6224
Better Money Decisions
New Mexico
$165M +$14.8M +10% 75
PA
6225
Promethium Advisors
Maryland
$165M +$8.47M +5% 128