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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
BAM
5126
Bullseye Asset Management
Colorado
$204M -$8.68M -4% 4.24% 55% 67 11.94%
AMIM
5127
Aull & Monroe Investment Management
Alabama
$204M -$14.4M -7% 0.86% 96.6% 135 8.15%
GAAM
5128
Guinness Atkinson Asset Management
California
$204M -$8.6M -4% 6.2% 132% 105 5.71%
VEA
5129
Virtus ETF Advisers
New York
$204M +$15.9M +8% 0.14% 122% 488 21.72%
JWM
5130
JPL Wealth Management
Colorado
$204M +$23M +13% 2.82% 115 13.04%
MWS
5131
Maxwell Wealth Strategies
California
$204M +$6.8M +3% 2.64% 105 3.81%
CB
5132
Centennial Bank
Arkansas
$204M +$8.74M +4% 1.39% 56.6% 352 13.07%
ACM
5133
Ardent Capital Management
Ohio
$204M +$4.84M +2% 3.54% 77.5% 46 8.7%
AFC
5134
AFT Forsyth & Company
Florida
$204M +$28.5M +16% 10.5% 122% 140 5%
SPT
5135
Siemens Pension Trust
Germany
$204M $0 0% 0% 32% 1 0%
CWA
5136
Carolina Wealth Advisors
South Carolina
$204M +$19.4M +11% 2.38% 57.5% 240 13.33%
GCA
5137
Genesee Capital Advisors
New York
$204M +$21.1M +12% 3.18% 71.5% 135 16.3%
WWM
5138
Waterway Wealth Management
Texas
$204M -$23.7M -10% 0.88% 76 28.95%
FI
5139
FIDELIS iM
Oregon
$204M +$4.57M +2% 0.1% 40.1% 19 10.53%
CNBT
5140
Cornerstone National Bank & Trust
Illinois
$204M +$5.37M +3% 0.15% 33.9% 63 4.76%
PWM
5141
Prosperity Wealth Management
California
$204M -$7.48M -4% 4.71% 175% 217 42.86%
PPG
5142
Peak Planning Group
Colorado
$203M +$43.9M +27% 6.14% 82.4% 107 30.84%
AWMT
5143
AAFMAA Wealth Management & Trust
North Carolina
$203M +$20M +11% 0.67% 58.8% 78 24.36%
AWM
5144
Act Wealth Management
Texas
$203M +$4.83M +2% 0.33% 66.7% 46 10.87%
PBC
5145
Pavion Blue Capital
California
$203M +$945K +0.5% 1.79% 67.6% 104 5.77%
SN
5146
Sittner & Nelson
Oregon
$203M +$4.58M +2% 4.93% 79% 511 13.31%
EPW
5147
Evergreen Private Wealth
Colorado
$203M +$3.36M +2% 1.63% 225 12.44%
BA
5148
Bridge Advisory
California
$203M +$1.46M +0.7% 2.55% 6.7% 108 16.67%
GPFA
5149
Game Plan Financial Advisors
Ohio
$203M +$5.33M +3% 4.73% 462 25.54%
LCM
5150
Lunt Capital Management
Utah
$203M +$1.39M +0.7% 1.79% 32.3% 96 16.67%