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
6426
Eagle Wealth Strategies
New Jersey
$124M +$605K +0.5% 96
LI
6427
Latash Investments
Alaska
$123M -$17.2M -12% 20
NC
6428
Napatree Capital
Rhode Island
$123M +$20.1M +19% 138
SI
6429
Stonekeep Investments
New Mexico
$123M 48
EWA
6430
Elevate Wealth Advisory
Georgia
$123M +$8.37M +7% 114
PIP
6431
PB Investment Partners
California
$123M -$9.48M -7% 9
ZC
6432
Zeit Capital
Colorado
$123M -$713K -0.6% 30
BRF
6433
B. Riley Financial
California
$123M +$18.1M +17% 20
CPL
6434
CAP Partners LLC
Tennessee
$123M +$9.76M +9% 131
SWM
6435
Schwallier Wealth Management
Michigan
$123M -$1.06M -0.9% 31
SA
6436
Sage Advisors
Colorado
$123M +$10.6M +9% 26
WFS
6437
Widmann Financial Services
Maryland
$123M +$3.88M +3% 135
TFM
6438
Trademark Financial Management
Minnesota
$123M +$2.17M +2% 90
APW
6439
Atlantic Private Wealth
North Carolina
$123M +$2.56M +2% 113
DM
6440
Delphi Management
Massachusetts
$123M -$6.26M -5% 92
KA
6441
Keene & Associates
Texas
$123M -$11.3M -8% 85
SFG
6442
Seamount Financial Group
Colorado
$123M +$8.5M +7% 88
UL
6443
Unionview LLC
Washington
$122M +$1.6M +1% 92
YEPX
6444
Yorktown Energy Partners XI
New York
$122M -$35.4M -22% 4
HM
6445
Harvest Management
New York
$122M +$5.4M +5% 60
NJIM
6446
Nabity-Jensen Investment Management
Nebraska
$122M +$811K +0.7% 84
TCM
6447
TCG Capital Management
California
$122M +$44.1M +56% 1
HFS
6448
Hoge Financial Services
Pennsylvania
$122M -$421K -0.3% 55
SWA
6449
Safir Wealth Advisors
New Hampshire
$122M +$204K +0.2% 17
TCM
6450
Tao Capital Management
California
$122M +$16.4M +16% 10