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
RSWA
6976
Robinson Smith Wealth Advisors
Maine
$146M +$7.14M +5% 91
MFG
6977
Mosaic Financial Group
Illinois
$146M +$5.92M +4% 128
AIG
6978
Abbington Investment Group
Connecticut
$146M +$29.6M +25% 55
LWM
6979
Lighthouse Wealth Management
Ohio
$146M +$23.2M +19% 46
EWA
6980
Elevate Wealth Advisory
Georgia
$146M +$8.65M +6% 129
CFGW
6981
Chancellor Financial Group WB
Pennsylvania
$146M +$5.58M +4% 143
HWM
6982
Hemming & Wealth Management
Michigan
$146M 15
SVBP
6983
Strategic Value Bank Partners
Ohio
$146M +$5.48M +4% 14
BCA
6984
Bitterroot Capital Advisors
Montana
$146M 51
JPT
6985
Jordan Park Trust
New Hampshire
$146M +$43M +42% 17
GWA
6986
Genesis Wealth Advisors
Massachusetts
$146M +$4.13M +3% 67
ACL
6987
Applied Capital LLC
Florida
$146M +$6.05M +4% 94
FC
6988
Fundamenta Capital
$146M 10
I
6989
Immersion
Florida
$146M -$16M -10% 9
NWM
6990
Nova Wealth Management
Florida
$146M +$3.88M +3% 613
FFS
6991
Flavin Financial Services
Florida
$146M +$5.12M +4% 73
GWA
6992
Gibson Wealth Advisors
Texas
$146M +$5.26M +4% 34
CL
6993
CVFG LLC
Indiana
$146M +$7.41M +5% 106
RWM
6994
Rolek Wealth Management
Pennsylvania
$146M +$12.7M +10% 21
JWM
6995
JDH Wealth Management
California
$146M +$4.98M +4% 52
NLA
6996
Northern Lights Advisors
Washington
$146M 54
WF
6997
WinCap Financial
Massachusetts
$146M +$926K +0.6% 86
AC
6998
Avant Capital
Louisiana
$146M +$3.52M +2% 79
MFG
6999
Menard Financial Group
Texas
$146M -$3.1M -2% 88
KWM
7000
Koa Wealth Management
California
$146M +$10.8M +8% 65