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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
CW
4676
Cabot-Wellington
Massachusetts
$266M +$10.7M +4% 6.26% 65% 4 0%
BIP
4677
Bouvel Investment Partners
Pennsylvania
$266M +$7.4M +3% 5.3% 187% 81 9.88%
GCS
4678
Gordian Capital (Singapore)
Singapore
$266M +$90.3M +51% 2.15% 321% 213 26.29%
PIP
4679
Peachtree Investment Partners
Florida
$266M +$10.9M +4% 4.92% 92.2% 115 17.39%
MP
4680
Mediatel Partners
Texas
$266M +$18.1M +7% 7.35% 11.6% 3 0%
VAM
4681
Verity Asset Management
North Carolina
$266M +$10.6M +4% 7.18% 79.7% 238 28.99%
VIM
4682
Vista Investment Management
Pennsylvania
$265M +$18.4M +7% 6.07% 54.4% 177 5.08%
SFS
4683
Shaker Financial Services
Virginia
$265M +$18M +7% 4.98% 13.1% 177 22.6%
CI
4684
Ceera Investments
Texas
$265M +$28.9M +12% 8.9% 47.9% 104 13.46%
LFP
4685
Leeward Financial Partners
Washington
$265M +$18.8M +8% 4.6% 83% 89 10.11%
BP
4686
Bandera Partners
New York
$265M -$10.9M -4% 1.3% 55.4% 20 15%
MAM
4687
Mystic Asset Management
Rhode Island
$265M +$17.3M +7% 7.36% 102% 178 6.74%
PPH
4688
Pure Portfolios Holdings
Oregon
$265M 7.36% 105
FLA
4689
Financial Life Advisors
Texas
$265M +$18.4M +7% 4.8% 42.7% 57 15.79%
OFCM
4690
One Fin Capital Management
California
$265M -$14M -5% 3.71% 92% 27 59.26%
SWM
4691
Seaside Wealth Management
California
$265M +$23.3M +10% 6.23% 53.4% 61 8.2%
CPWA
4692
Cerro Pacific Wealth Advisors
California
$265M +$3.01M +1% 5.11% 150 1.33%
AWA
4693
ARQ Wealth Advisors
Arizona
$264M +$33.4M +14% 5.77% 53.3% 96 16.67%
MCM
4694
Multicoin Capital Management
Texas
$264M -$417M -61% 13.1% 4 50%
PA
4695
Pineridge Advisors
Missouri
$264M -$28.8M -10% 5.71% 684 18.71%
VW
4696
Vance Wealth
California
$264M +$20.6M +8% 7.19% 66.4% 101 11.88%
SWM
4697
Silverlake Wealth Management
Vermont
$264M +$20.2M +8% 7.21% 64.5% 302 14.9%
HBS
4698
Howard Bailey Securities
Indiana
$264M 5.3% 164
OFG
4699
Omega Financial Group
California
$264M +$16.8M +7% 7.65% 45.2% 86 10.47%
VC
4700
Veracity Capital
Georgia
$264M +$23.7M +10% 6.68% 140% 217 16.13%