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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
CWM
4176
Centurion Wealth Management
Virginia
$313M 5.66% 217
LWM
4177
LongView Wealth Management
Georgia
$313M +$42.5M +16% 7.14% 198 10.1%
SWRP
4178
Summit Wealth & Retirement Planning
California
$313M +$19.6M +7% 5.5% 67.6% 69 8.7%
PWS
4179
Peterson Wealth Services
Utah
$313M +$27M +9% 4.79% 153% 221 51.13%
WWM
4180
WT Wealth Management
Arizona
$313M +$19.7M +7% 4.07% 66.6% 141 22.7%
HIS
4181
Harvest Investment Services
Illinois
$313M +$60.8M +24% 9.89% 223% 247 35.22%
LCI
4182
L1 Capital International
Australia
$313M +$62.8M +25% 9.58% 20 10%
VIP
4183
Vista Investment Partners
Oklahoma
$312M +$12.4M +4% 9.55% 170 18.24%
PPWP
4184
Proquility Private Wealth Partners
Nevada
$312M +$19M +6% 7.45% 19.4% 90 7.78%
FIBT
4185
First International Bank & Trust
North Dakota
$312M +$21.4M +7% 4.66% 38.6% 77 11.69%
ML
4186
Mayport LLC
Massachusetts
$312M +$31.2M +11% 5.53% 48.5% 84 9.52%
GSIAS
4187
Garden State Investment Advisory Services
New Jersey
$312M +$21.9M +8% 5.92% 71.5% 279 15.41%
CWAF
4188
Core Wealth Advisors (Florida)
Florida
$312M +$20M +7% 5.87% 48.8% 61 14.75%
TI
4189
TrueMark Investments
Illinois
$312M +$19.1M +7% 5.67% 254 20.08%
WIM
4190
Wittenberg Investment Management
Massachusetts
$312M +$18M +6% 5.67% 86.2% 85 10.59%
AWM
4191
Atticus Wealth Management
Florida
$311M +$5.5M +2% 5.59% 63.8% 560 11.79%
FCT
4192
Family Capital Trust
Massachusetts
$311M +$5.29M +2% 2.7% 32.3% 61 0%
AC
4193
Athos Capital
Hong Kong
$311M +$123M +65% 6.22% 82.2% 51 43.14%
SWA
4194
Strata Wealth Advisors
Texas
$311M +$20.7M +7% 6.49% 82 19.51%
ACM
4195
Arvin Capital Management
Texas
$311M -$6.19M -2% 11.5% 40 45%
PFU
4196
Parus Finance (UK)
United Kingdom
$311M -$34.9M -10% 1.55% 199% 38 21.05%
AM
4197
Atwater Malick
Pennsylvania
$311M +$20.4M +7% 6.83% 79.1% 78 3.85%
TCWM
4198
Total Clarity Wealth Management
Illinois
$311M +$22.5M +8% 4.8% 69.7% 294 27.89%
EBT
4199
Enterprise Bank & Trust
Massachusetts
$310M +$17.7M +6% 5.75% 65.9% 132 10.61%
KM
4200
KP Management
Minnesota
$310M +$22.8M +8% 6.45% 78 19.23%