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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
BTWM
5276
Brass Tax Wealth Management
Ohio
$192M 7.58% 111
VU
5277
Valence8 US
Massachusetts
$192M +$20.5M +12% 7.8% 53.9% 9 0%
NEPPG
5278
New England Professional Planning Group
Rhode Island
$192M +$15.8M +9% 7.69% 59% 58 32.76%
TSM
5279
Two Star Manager
Florida
$192M +$76.5M +66% 11.9% 15 26.67%
AWA
5280
Acorn Wealth Advisors
Michigan
$192M +$22.9M +14% 6.43% 42.9% 203 8.87%
NRW
5281
Nova R Wealth
Kansas
$192M +$32.8M +21% 7.54% 54.5% 85 30.59%
P2P
5282
Phase 2 Partners
California
$191M +$1.96M +1% 6.27% 25.1% 36 66.67%
WAM
5283
WFA Asset Management
Wisconsin
$191M +$8.1M +4% 7.88% 60% 267 26.97%
CWM
5284
Castle Wealth Management
Florida
$191M +$24.5M +15% 6.78% 48.6% 125 12%
RCAP
5285
Resolute Capital Asset Partners
Colorado
$191M +$37.9M +25% 27.1% 637% 64 71.88%
USB
5286
Union Savings Bank
Connecticut
$191M +$14.9M +8% 9.52% 310 6.45%
CFS
5287
CGC Financial Services
Oregon
$191M -$27.2M -12% 5.72% 41.1% 388 11.08%
UAM
5288
Unison Asset Management
Florida
$191M +$20.6M +12% 16.6% 84% 36 11.11%
PGDP
5289
Pragma Gestao de Patrimonio
Brazil
$191M +$13.8M +8% 11.1% 59.2% 23 13.04%
CPW
5290
Catalyst Private Wealth
California
$191M -$22M -10% 3.57% 103% 84 17.86%
TCM
5291
Tieton Capital Management
Washington
$191M +$13.2M +7% 15% 154% 38 2.63%
FCM
5292
Findell Capital Management
New York
$191M +$31.9M +20% 23.4% 22 36.36%
IWMWV
5293
Ironwood Wealth Management (West Virginia)
West Virginia
$191M +$7.96M +4% 4.95% 35.2% 22 0%
LWM
5294
Lodestone Wealth Management
Washington
$191M +$17.9M +10% 8.81% 81.1% 150 8%
WCM
5295
Wisconsin Capital Management
Wisconsin
$191M +$22.2M +13% 18.8% 153% 47 6.38%
VCM
5296
VeriStar Capital Management
New York
$190M +$38.7M +26% 10.1% 41% 13 30.77%
SLWA
5297
San Luis Wealth Advisors
California
$190M -$46.2M -20% 10.2% 58.8% 61 27.87%
GAM
5298
Garrison Asset Management
Arkansas
$190M +$9.08M +5% 9.76% 52.1% 112 7.14%
MPPW
5299
Mitchell & Pahl Private Wealth
Oklahoma
$190M +$14.3M +8% 7.25% 75.2% 143 1.4%
BAM
5300
BOS Asset Management
Illinois
$190M +$44.6M +31% 8.65% 67.8% 178 28.09%