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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
WWM
5226
Waterway Wealth Management
Texas
$204M -$23.7M -10% 0.88% 76 28.95%
FI
5227
FIDELIS iM
Oregon
$204M +$4.57M +2% 0.1% 40.1% 19 10.53%
CNBT
5228
Cornerstone National Bank & Trust
Illinois
$204M +$5.37M +3% 0.15% 33.9% 63 4.76%
PWM
5229
Prosperity Wealth Management
California
$204M -$7.48M -4% 4.71% 175% 217 42.86%
EH
5230
EMG Holdings
Connecticut
$203M -$334M -62% 6.04% 4.17% 48 50%
PPG
5231
Peak Planning Group
Colorado
$203M +$43.9M +27% 6.14% 105% 107 30.84%
AWMT
5232
AAFMAA Wealth Management & Trust
North Carolina
$203M +$20M +11% 0.67% 58.8% 78 24.36%
AWM
5233
Act Wealth Management
Texas
$203M +$4.83M +2% 0.33% 66.7% 46 10.87%
PBC
5234
Pavion Blue Capital
California
$203M +$945K +0.5% 1.79% 77.6% 104 5.77%
SN
5235
Sittner & Nelson
Oregon
$203M +$4.58M +2% 4.93% 88.1% 511 13.31%
EPW
5236
Evergreen Private Wealth
Colorado
$203M +$3.36M +2% 1.63% 225 12.44%
BA
5237
Bridge Advisory
California
$203M +$1.46M +0.7% 2.55% 6.7% 108 16.67%
GPFA
5238
Game Plan Financial Advisors
Ohio
$203M +$5.33M +3% 4.73% 462 25.54%
LCM
5239
Lunt Capital Management
Utah
$203M +$1.39M +0.7% 1.79% 42% 96 16.67%
ANHIM
5240
Alan N. Hoffman Investment Management
Massachusetts
$203M +$24.5M +14% 15.6% 76.8% 15 13.33%
CKAIS
5241
Christensen King & Associates Investment Services
Washington
$203M +$2.51M +1% 1.83% 97 4.12%
EFI
5242
EHP Funds Inc
Canada
$202M -$41.6M -17% 4.54% 173% 200 71.5%
GCM
5243
GeoSphere Capital Management
Florida
$202M +$61.6M +44% 19% 446% 46 73.91%
AWA
5244
Acorn Wealth Advisors
Michigan
$202M +$10.7M +6% 0.52% 53.6% 213 9.39%
VWM
5245
VCI Wealth Management
Missouri
$202M +$54.4M +37% 2.12% 116 33.62%
TGI
5246
TRV GP IV
Massachusetts
$202M -$4.15M -2% 0.94% 1,102% 3 0%
MC
5247
Matisse Capital
Oregon
$202M -$5.78M -3% 2.07% 66.9% 201 15.42%
TWCM
5248
True Wind Capital Management
California
$202M +$6.52M +3% 3.95% 119% 2 0%
CSC
5249
Caldwell Sutter Capital
California
$202M -$5.72M -3% 0.34% 79.5% 954 6.5%
PIP
5250
Palisades Investment Partners
California
$202M 24% 40