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
CWMGO
6726
Capstone Wealth Management Group (Oregon)
Oregon
$125M -$6.39M -5% 104
APW
6727
Aurora Private Wealth
New Jersey
$125M -$8.33M -6% 169
WLC
6728
Walnut Level Capital
Colorado
$125M -$57.2M -31% 43
DP
6729
Diadema Partners
New Jersey
$125M +$36.4M +41% 117
TGV
6730
TRV GP V
Massachusetts
$125M -$169M -57% 4
HPM
6731
Helix Partners Management
New York
$125M -$67.6M -35% 19
EC
6732
Enhancing Capital
Pennsylvania
$125M -$457K -0.4% 94
PAG
6733
Paladin Advisory Group
Iowa
$125M -$5.61M -4% 242
MCM
6734
MontVue Capital Management
Virginia
$125M -$6.16M -5% 62
BWA
6735
Babb Wealth Advisors
Arizona
$125M +$688K +0.6% 19
CC
6736
Capstone Capital
Nevada
$125M +$2.4M +2% 24
AFP
6737
Alpha Financial Partners
Kentucky
$125M -$1.85M -1% 90
GWA
6738
Gibson Wealth Advisors
Texas
$125M +$3.47M +3% 38
ACL
6739
Applied Capital LLC
Florida
$124M -$2.82M -2% 92
TAM
6740
Tabor Asset Management
New York
$124M -$85.4M -41% 52
MSF
6741
Mustard Seed Financial
Arkansas
$124M +$1.22M +1% 85
CC
6742
Cultivar Capital
Texas
$124M +$10.1M +9% 32
FAM
6743
Fairtree Asset Management
South Africa
$124M +$19.7M +19% 114
LBC
6744
Leigh Baldwin & Co
New York
$124M +$5.73M +5% 178
FI
6745
Finivi Inc
Massachusetts
$124M -$874K -0.7% 91
KCPT
6746
Kingstone Capital Partners Texas
Texas
$124M +$1.17M +1% 56
AFA
6747
Antonelli Financial Advisors
Michigan
$124M +$5.9M +5% 49
WCM
6748
Washington Capital Management
Washington
$124M -$2.89M -2% 124
EB
6749
Exchange Bank
California
$124M -$387K -0.3% 117
RWS
6750
Retirement Wealth Solutions
Wisconsin
$124M +$5.67M +5% 457