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
EWA
6901
Elevate Wealth Advisory
Georgia
$146M +$8.65M +6% 129
CFGW
6902
Chancellor Financial Group WB
Pennsylvania
$146M +$5.58M +4% 143
HWMI
6903
hemming& Wealth Management, Inc.
Michigan
$146M 15
SVBP
6904
Strategic Value Bank Partners
Ohio
$146M +$5.48M +4% 14
BCA
6905
Bitterroot Capital Advisors
Montana
$146M 51
JPT
6906
Jordan Park Trust
New Hampshire
$146M +$43M +42% 17
GWA
6907
Genesis Wealth Advisors
Massachusetts
$146M +$4.13M +3% 67
ACL
6908
Applied Capital LLC
Florida
$146M +$6.05M +4% 94
FC
6909
Fundamenta Capital
$146M 10
I
6910
Immersion
Florida
$146M -$16M -10% 9
NWM
6911
Nova Wealth Management
Florida
$146M +$3.88M +3% 613
FFS
6912
Flavin Financial Services
Florida
$146M +$5.12M +4% 73
GWA
6913
Gibson Wealth Advisors
Texas
$146M +$5.26M +4% 34
CL
6914
CVFG LLC
Indiana
$146M +$7.41M +5% 106
RWM
6915
Rolek Wealth Management
Pennsylvania
$146M +$12.7M +10% 21
JWM
6916
JDH Wealth Management
California
$146M +$4.98M +4% 52
WF
6917
WinCap Financial
Massachusetts
$146M +$926K +0.6% 86
AC
6918
Avant Capital
Louisiana
$146M +$3.52M +2% 79
MFG
6919
Menard Financial Group
Texas
$146M -$3.1M -2% 88
KWM
6920
Koa Wealth Management
California
$146M +$10.8M +8% 65
D
6921
Dentgroup
Louisiana
$146M -$9.09M -6% 98
HCM
6922
Helios Capital Management
Singapore
$146M -$1.86M -1% 37
MPIA
6923
Milestones Private Investment Advisors
New York
$145M -$976K -0.7% 123
DCM
6924
Davis Capital Management
Florida
$145M +$1.01M +0.7% 663
MIM
6925
Macroview Investment Management
Maryland
$145M +$12.1M +9% 101