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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
PWA
5251
Phoenix Wealth Advisors
North Carolina
$239M +$9.29M +4% 8.2% 60.1% 131 9.92%
EPW
5252
Evergreen Private Wealth
Colorado
$239M +$24.7M +12% 8.79% 295 37.97%
CB
5253
Centennial Bank
Arkansas
$239M +$28.4M +14% 9.76% 69.9% 357 12.04%
RCM
5254
Robinson Capital Management
Michigan
$238M -$7.47M -3% 3.15% 7.8% 126 24.6%
RCM
5255
Raleigh Capital Management
North Carolina
$238M +$17.6M +8% 7.15% 71.8% 717 32.64%
MAM
5256
Mullooly Asset Management
New Jersey
$238M +$17.9M +8% 8.1% 48 4.17%
VM
5257
Valor Management
Illinois
$238M -$2.44M -1% 0.49% 14.5% 4 0%
USPCM
5258
Union Square Park Capital Management
New York
$238M +$85.5M +56% 30.2% 75.8% 62 46.77%
IFPG
5259
Intrepid Financial Planning Group
Indiana
$238M +$22M +10% 10.7% 92.5% 126 8.73%
CAM
5260
CPA Asset Management
Florida
$238M +$10.7M +5% 4.83% 48.8% 86 5.81%
AIM
5261
Aspen Investment Management
Michigan
$238M +$20.9M +10% 9.82% 84.9% 157 13.38%
CA
5262
Cumberland Advisors
Florida
$238M +$17.1M +8% 11% 73.5% 51 7.84%
W
5263
WorthPointe
California
$238M +$14.1M +6% 7.69% 59.7% 106 23.58%
RFMS
5264
RWQ Financial Management Services
Florida
$238M +$86.6M +57% 41.1% 415% 32 59.38%
SC
5265
Sagil Capital
United Kingdom
$238M -$15.2M -6% 11.4% 104% 26 65.38%
VU
5266
Valence8 US
Massachusetts
$238M +$24.3M +11% 10.6% 69.9% 14 42.86%
DCC
5267
Dow Chemical Company
Michigan
$238M -$448M -65% 9.64% 29.4% 4 0%
FZCM
5268
Flynn Zito Capital Management
New York
$238M +$19.7M +9% 10.4% 97.3% 133 9.02%
MP
5269
Mediatel Partners
Texas
$237M -$6.26M -3% 2.53% 11.6% 3 0%
PIAS
5270
PCA Investment Advisory Services
Ohio
$237M +$48.2M +25% 8.35% 63.7% 51 9.8%
SST
5271
S Squared Technology
New York
$237M +$41.9M +21% 41.1% 223% 36 11.11%
FFP
5272
Freedom Financial Partners
Minnesota
$237M +$22.5M +10% 7.81% 80 11.25%
EI
5273
eCIO Inc
Wisconsin
$237M -$61.7M -21% 1.7% 505 87.33%
CWA
5274
Consilium Wealth Advisory
Texas
$237M +$37.6M +19% 14% 118% 101 18.81%
SM
5275
Samjo Management
New York
$237M +$1.11M +0.5% 4.23% 60 8.33%