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
PFA
6451
Petra Financial Advisors
Colorado
$170M -$1.26M -0.7% 152
NWMG
6452
Nicholson Wealth Management Group
South Carolina
$170M -$341K -0.2% 111
GWMI
6453
Guardian Wealth Management (Illinois)
Illinois
$170M +$1,000K +0.6% 68
CCM
6454
Connective Capital Management
California
$170M +$61.3M +56% 95
LAM
6455
Lakewood Asset Management
Illinois
$170M +$4.84M +3% 111
RCP
6456
Remedium Capital Partners
Florida
$170M 6
TFG
6457
Taylor Financial Group
Virginia
$170M -$3.63M -2% 105
ICM
6458
Islay Capital Management
Texas
$170M -$3.78M -2% 253
CIA
6459
Cascade Investment Advisors
Oregon
$170M +$4.97M +3% 118
MEG
6460
Millstone Evans Group
Colorado
$170M +$12.6M +8% 877
HG
6461
Herbst Group
Connecticut
$170M +$9.1M +6% 70
KPPF
6462
Klein Pavlis & Peasley Financial
California
$170M +$6.8M +4% 104
MM
6463
MQS Management
New York
$170M -$1.77M -1% 664
FF
6464
Farrell Financial
New York
$170M +$10.1M +6% 75
NBWM
6465
North Berkeley Wealth Management
California
$170M +$42.8M +34% 79
MCA
6466
Millennium Capital Advisors
Arkansas
$170M +$3.96M +2% 137
CWM
6467
Comprehensive Wealth Management
Washington
$170M +$28.5M +20% 40
RCF
6468
Rainwater Charitable Foundation
Texas
$169M +$9.98M +6% 4
RCWM
6469
Royal Capital Wealth Management
Indiana
$169M +$6.41M +4% 94
EWA
6470
EQ Wealth Advisors
Texas
$169M +$17.2M +11% 259
EECFX
6471
EnCap Energy Capital Fund XII
Texas
$169M 1
AAS
6472
AdviceOne Advisory Services
Connecticut
$169M +$18.8M +12% 41
BCPE
6473
Bain Capital Public Equity
Massachusetts
$169M +$11.3M +7% 28
EWA
6474
Exit Wealth Advisors
Georgia
$169M +$19.2M +13% 164
GWM
6475
Greenhouse Wealth Management
Connecticut
$169M +$2.57M +2% 63