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
CL
7001
CVFG LLC
Indiana
$126M +$16.1M +15% 98
KWM
7002
Koa Wealth Management
California
$126M +$2.09M +2% 55
IW
7003
Instrumental Wealth
Florida
$126M +$15.4M +14% 62
ACM
7004
Ategra Capital Management
Virginia
$126M +$2.03M +2% 25
IIM
7005
Illumine Investment Management
Washington
$126M +$3.6M +3% 95
WH
7006
Wallace Hart
Kentucky
$126M +$85.9M +216% 61
AI
7007
Acuitas Investments
Washington
$126M +$8.29M +7% 78
EC
7008
EJF Capital
Virginia
$126M -$32M -20% 81
LPP
7009
Life Planning Partners
Florida
$126M +$15.2M +14% 67
MWA
7010
Muirfield Wealth Advisors
North Carolina
$126M +$7.88M +7% 76
CCG
7011
Coastwise Capital Group
California
$126M +$6.76M +6% 129
JCM
7012
J2 Capital Management
Michigan
$125M +$16.7M +15% 131
ECA
7013
Elevate Capital Advisors
Colorado
$125M +$17.3M +16% 74
CAM
7014
Crown Advisors Management
California
$125M +$11.9M +10% 45
DO
7015
denkapparat Operations
Germany
$125M +$30.8M +33% 272
SAM
7016
Sequent Asset Management
Texas
$125M -$54.3M -30% 84
MCM
7017
Magnolia Capital Management
New York
$125M +$8.56M +7% 76
CWM
7018
Centricity Wealth Management
Ohio
$125M +$15M +14% 457
RSWA
7019
Robinson Smith Wealth Advisors
Maine
$125M +$5.66M +5% 96
PW
7020
PUREfi Wealth
Massachusetts
$125M +$25.1M +25% 166
BFG
7021
Birch Financial Group
New Hampshire
$125M +$12.8M +11% 124
WCFP
7022
White & Co Financial Planning
Washington
$125M +$8.99M +8% 19
KGC
7023
Kennon-Green & Company
Ohio
$125M +$2.48M +2% 42
SF
7024
SageOak Financial
Oklahoma
$125M +$12.2M +11% 35
MQWP
7025
Morey & Quinn Wealth Partners
Nebraska
$125M +$4.24M +4% 133