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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
4876
Channel Wealth
California
$212M +$33.3M +19% 9.64% 59.3% 205 29.27%
KFSC
4877
Keystone Financial Services (Colorado)
Colorado
$212M +$22.7M +12% 9.65% 66% 83 14.46%
BWM
4878
BNC Wealth Management
Oregon
$212M +$25.2M +14% 12.5% 193% 110 23.64%
SCP
4879
Silverleafe Capital Partners
Tennessee
$212M +$15.9M +8% 8.55% 82.8% 59 22.03%
VBFG
4880
Vishria Bird Financial Group
Tennessee
$212M +$35.1M +20% 9.08% 74.3% 61 13.11%
EAM
4881
Eukles Asset Management
Ohio
$212M +$22.1M +12% 12.8% 77.2% 264 12.88%
LIA
4882
LSP Investment Advisors
New York
$211M +$8.5M +4% 9.76% 79.5% 26 11.54%
AW
4883
Alaethes Wealth
Nevada
$211M +$28.7M +16% 11.5% 96.4% 118 11.86%
TAS
4884
TIFF Advisory Services
Pennsylvania
$211M +$90.2M +75% 9.54% 85.9% 28 39.29%
LAS
4885
Lloyd Advisory Services
Georgia
$211M -$92.9M -31% 7.78% 47.7% 350 87.71%
TPWM
4886
Twelve Points Wealth Management
Massachusetts
$211M +$10M +5% 8.11% 50.7% 175 9.14%
WGCA
4887
Wolf Group Capital Advisors
Virginia
$211M -$565K -0.3% 9.83% 28.2% 110 10.91%
RW
4888
Rede Wealth
Virginia
$211M +$11.3M +6% 6.04% 80.9% 91 12.09%
IB
4889
Iyo Bank
Japan
$211M +$27.1M +15% 14.1% 125% 32 9.38%
S
4890
Sachetta
Massachusetts
$211M 10.5% 1,150
MIM
4891
Meros Investment Management
Texas
$211M +$27.1M +15% 15.1% 102% 44 22.73%
FWM
4892
FSA Wealth Management
Massachusetts
$211M +$32M +18% 11.1% 615 92.36%
GSC
4893
G&S Capital
Colorado
$211M +$14.4M +7% 8.85% 77.2% 127 19.69%
TDWM
4894
Topel & Distasi Wealth Management
California
$211M +$19.8M +10% 9.55% 40% 74 8.11%
SPI
4895
Santori & Peters Inc
Pennsylvania
$210M +$24.3M +13% 13.6% 88% 59 6.78%
GBI
4896
GP Brinson Investments
Illinois
$210M +$79.4M +61% 8.87% 45.5% 16 12.5%
BWM
4897
Biltmore Wealth Management
Arizona
$210M +$3.09M +1% 8.67% 55.6% 53 1.89%
BWM
4898
BigSur Wealth Management
Florida
$210M +$11.7M +6% 10.2% 83.1% 123 13.01%
GSC
4899
Grey Street Capital
Illinois
$210M +$35.5M +20% 16.3% 144 14.58%
FFA
4900
Fi3 Financial Advisors
Indiana
$210M +$23.9M +13% 11.5% 83.1% 79 13.92%