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
MGWA
6351
Monument Group Wealth Advisors
Massachusetts
$117M 43
WWC
6352
Waypoint Wealth Counsel
Georgia
$117M +$11.2M +11% 100
KA
6353
Kearns & Associates
California
$117M +$11.2M +11% 45
AHL
6354
Abel Hall LLC
Louisiana
$117M 122
DJFS
6355
Dean Jacobson Financial Services
Texas
$117M +$8.89M +8% 15
SA
6356
SFI Advisors
New Jersey
$117M +$14.8M +14% 110
PCM
6357
Perkins Capital Management
Minnesota
$117M +$16.2M +16% 101
EWS
6358
Evergreen Wealth Solutions
Pennsylvania
$117M +$17.9M +18% 115
OCA
6359
Otter Creek Advisors
Florida
$117M +$20.8M +22% 58
WCM
6360
Washington Capital Management
Washington
$117M +$7.99M +7% 117
MSK
6361
Melissa S. Kampmann
$117M +$13.1M +13% 40
MWM
6362
Magnolia Wealth Management
Alabama
$117M +$9.2M +9% 12
PWAM
6363
Pinnacle West Asset Management
Wyoming
$117M +$14.6M +14% 100
ZC
6364
Zeit Capital
Colorado
$117M +$8.77M +8% 30
SSCM
6365
Spectrum Strategic Capital Management
Oregon
$117M 24
LTL
6366
Lowery Thomas LLC
California
$116M +$11.9M +11% 49
EH
6367
EMG Holdings
Connecticut
$116M -$12.9M -10% 70
VWA
6368
VERITY Wealth Advisors
United States
$116M +$10.1M +9% 73
DWRES
6369
Divco West Real Estate Services
California
$116M +$21.8M +23% 5
HWM
6370
HRC Wealth Management
Idaho
$116M 27
ECM
6371
English Capital Management
Michigan
$116M 33
ACM
6372
Andina Capital Management
Utah
$116M 85
IWP
6373
Innova Wealth Partners
Pennsylvania
$116M +$4.86M +4% 70
CCA
6374
Cravens & Co Advisors
Tennessee
$116M +$9.54M +9% 75
AIA
6375
Arrow Investment Advisors
Maryland
$116M -$9.34M -7% 62