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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
CCP
4801
Carmel Capital Partners
California
$248M -$11.1M -4% 4.64% 65.1% 173 19.65%
PWS
4802
Peloton Wealth Strategists
Indiana
$248M -$3.67M -1% 1.65% 41.1% 100 15%
ECML
4803
Eagle Capital Management (Louisiana)
Louisiana
$248M +$7.91M +3% 4.04% 93.6% 40 2.5%
NLP
4804
Next Level Private
New York
$248M +$3.82M +2% 1.97% 92.4% 147 12.93%
PS
4805
Planned Solutions
California
$248M -$1.27M -0.5% 0.36% 60.8% 663 82.5%
EWM
4806
Elmwood Wealth Management
California
$248M +$5.29M +2% 1.06% 37.6% 135 11.85%
CLA
4807
Carnegie Lake Advisors
New Jersey
$248M -$4.91M -2% 0.65% 167 8.38%
RCM
4808
Robinson Capital Management
Michigan
$248M -$42.7M -15% 6.24% 1.5% 248 64.52%
LWM
4809
Luminvest Wealth Management
Arizona
$248M +$6.61M +3% 2.52% 35 11.43%
ZIG
4810
Zullo Investment Group
Pennsylvania
$248M +$6.8M +3% 4.82% 97.2% 156 8.97%
EWA
4811
Encompass Wealth Advisors
Oregon
$248M -$152M -38% 0.05% 63.2% 296 67.23%
LIM
4812
Letson Investment Management
Georgia
$247M -$7.19M -3% 1.71% 92 2.17%
NCM
4813
Next Capital Management
New York
$247M +$2.02M +0.8% 2.77% 56.1% 152 17.76%
WW
4814
Westshore Wealth
California
$247M +$2.26M +0.9% 0.91% 44.5% 98 7.14%
LAM
4815
Lynch Asset Management
Pennsylvania
$247M +$9.11M +4% 5.54% 156% 44 6.82%
OWIM
4816
Old West Investment Management
California
$247M -$11.8M -5% 2.36% 235% 65 26.15%
JAM
4817
JCIC Asset Management
Ontario, Canada
$247M +$2.81M +1% 3.9% 143 35.66%
BWL
4818
Beacon Wealthcare LLC
North Carolina
$247M -$1.33M -0.5% 0.61% 42% 28 14.29%
IWN
4819
Independent Wealth Network
Iowa
$246M +$20.2M +9% 1.28% 75.1% 251 17.53%
FWM
4820
FSA Wealth Management
Massachusetts
$246M -$3.94M -2% 1.29% 591 8.8%
GP
4821
Geneva Partners
Wisconsin
$246M +$15.4M +7% 9.3% 252% 78 19.23%
SWM
4822
Selective Wealth Management
Virginia
$246M +$5.54M +2% 5.7% 62.6% 112 8.04%
VWM
4823
Vigilare Wealth Management
Arizona
$246M -$1.06M -0.4% 0.4% 56.9% 94 8.51%
BAMG
4824
Brand Asset Management Group
Missouri
$246M -$9.24M -4% 0.57% 56.7% 92 6.52%
GB
4825
Goepper Burkhardt
South Carolina
$246M +$3.74M +2% 0.51% 43.8% 84 4.76%