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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
CPIM
5151
Coalescence Partners Investment Management
New York
$223M +$101M +83% 11.6% 15 20%
1CM
5152
14B Capital Management
California
$223M +$9.11M +4% 7.66% 11 18.18%
BAM
5153
Bayshore Asset Management
Florida
$223M +$24M +12% 6.98% 62.3% 55 40%
FW
5154
FullCircle Wealth
Texas
$223M +$18.9M +9% 6.27% 192 15.63%
RC
5155
Raine Capital
New York
$223M +$17.6M +9% 9.3% 119% 5 0%
NMC
5156
Nine Masts Capital
Hong Kong
$223M -$111M -33% 4.57% 88.1% 184 63.04%
ICM
5157
IMS Capital Management
Oregon
$223M +$7.95M +4% 6.94% 119% 145 4.14%
GCM
5158
Gibraltar Capital Management
Oklahoma
$223M +$1.49M +0.7% 4.07% 56.6% 56 23.21%
TFA
5159
TPG Financial Advisors
Oregon
$222M +$10.9M +5% 5.88% 72 11.11%
BWG
5160
Beta Wealth Group
California
$222M +$10.8M +5% 4.69% 45.4% 111 12.61%
SSI
5161
SVF Sponsor III
California
$222M -$97.9M -31% 30.6% 133% 1 0%
ORG
5162
Optimist Retirement Group
Washington
$222M +$31.3M +16% 6.12% 135 26.67%
JAM
5163
JW Asset Management
Florida
$221M -$21.2M -9% 2.22% 251% 17 47.06%
ARC
5164
Advisor Resource Council
Texas
$221M +$167M +305% 5.53% 74.7% 265 81.89%
WFA
5165
WMG Financial Advisors
Tennessee
$221M +$32.4M +17% 7.27% 68% 178 13.48%
CNBT
5166
Cornerstone National Bank & Trust
Illinois
$221M +$17.6M +9% 5.71% 33.9% 167 63.47%
SSW
5167
Smith Shellnut Wilson
Mississippi
$221M +$15.2M +7% 7.54% 90.2% 152 12.5%
MWM
5168
MTC Wealth Management
Florida
$221M +$11.1M +5% 6.04% 30.5% 14 0%
CWM
5169
Collaborative Wealth Management
Florida
$221M +$16.5M +8% 6.07% 41.6% 178 5.06%
PCA
5170
Prospect Capital Advisors
California
$221M -$16M -7% 9.11% 202% 28 21.43%
NME
5171
Notis-McConarty Edward
$221M -$33.5M -13% 6.82% 91.2% 90 5.56%
MIM
5172
Meros Investment Management
Texas
$221M +$9.51M +4% 7.31% 102% 44 20.45%
PFA
5173
Pathway Financial Advisers
Indiana
$221M -$58.1M -21% 9.96% 82.4% 452 12.39%
EWA
5174
Etesian Wealth Advisors
Oregon
$221M +$42.9M +24% 6.27% 54.8% 143 21.68%
PFSC
5175
Peoples Financial Services Corp
Pennsylvania
$221M -$389K -0.2% 6.61% 93% 256 1.95%