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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
CA
5176
Corrado Advisors
New Jersey
$163M -$3.63M -2% 4.62% 45.6% 118 21.19%
CPWA
5177
Cerro Pacific Wealth Advisors
California
$163M +$5.54M +4% 4.54% 123 6.5%
LAIC
5178
Lederer & Associates Investment Counsel
California
$163M -$9.17M -5% 3.54% 75.5% 90 2.22%
BAM
5179
Bellevue Asset Management
Washington
$163M -$6.64M -4% 5.84% 51% 588 13.1%
HWMG
5180
Hurlow Wealth Management Group
Indiana
$163M +$35.6M +28% 4.96% 47.2% 100 15%
DCM
5181
DGS Capital Management
New Jersey
$163M +$2.44M +2% 7.64% 177% 219 24.66%
BMA
5182
Brooks Moore & Associates
Tennessee
$163M -$7.58M -4% 0.25% 57.2% 102 9.8%
LA
5183
Lindenwold Advisors
Pennsylvania
$163M -$8.48M -5% 5.71% 75% 139 18.71%
TRIA
5184
Trail Ridge Investment Advisors
Colorado
$163M -$3.71M -2% 4.89% 68.2% 142 11.97%
SCM
5185
Spreng Capital Management
Ohio
$163M -$10.8M -6% 2.13% 72.5% 111 11.71%
GWCM
5186
Godshalk Welsh Capital Management
Pennsylvania
$163M -$12.9M -7% 3.84% 54.7% 119 4.2%
PWS
5187
Peterson Wealth Services
Utah
$163M +$11.9M +8% 0.71% 153% 95 16.84%
BCM
5188
Birch Capital Management
Texas
$163M -$4.21M -3% 1.92% 48.4% 85 1.18%
CF
5189
Concorde Financial
Texas
$163M +$3.55M +2% 4.78% 85.6% 145 66.21%
CC
5190
Codex Capital
New York
$163M -$29.7M -15% 7.63% 84.4% 42 16.67%
SL
5191
SIB LLC
New York
$163M -$30.3M -16% 14.4% 29.2% 19 0%
PWM
5192
PBMares Wealth Management
Virginia
$162M -$74.2M -31% 0.78% 67.7% 164 14.02%
AC
5193
AWM Capital
Arizona
$162M +$30.8M +23% 4.77% 37.7% 64 18.75%
WF
5194
Whelan Financial
California
$162M +$1.25M +0.8% 5.72% 57.9% 25 36%
BP
5195
BCK Partners
New York
$162M -$4.75M -3% 5.12% 44.6% 27 7.41%
IPW
5196
IronBridge Private Wealth
Texas
$162M -$30M -16% 0.52% 125% 324 93.21%
BMC
5197
Beaton Management Company
Massachusetts
$162M -$5.62M -3% 1.01% 79.9% 149 9.4%
PIM
5198
Profit Investment Management
Maryland
$162M +$2.94M +2% 7.82% 101% 84 7.14%
FIM
5199
FWL Investment Management
Texas
$162M -$1.77M -1% 4.38% 127% 58 34.48%
LFP
5200
Leeward Financial Partners
Washington
$162M +$1.91M +1% 6.77% 69.5% 76 17.11%