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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
TSM
5426
Two Star Manager
Florida
$214M +$7.07M +3% 7.31% 20 25%
BWS
5427
BCR Wealth Strategies
Alabama
$214M +$1.91M +0.9% 2.52% 42.2% 26 7.69%
EIA
5428
Eastover Investment Advisors
North Carolina
$214M +$206K +0.1% 4.05% 102% 48 6.25%
VP
5429
Verisail Partners
Georgia
$214M 3.32% 34
GCM
5430
GeoSphere Capital Management
Florida
$214M +$80.3M +60% 12.1% 446% 55 72.73%
VW
5431
Veridan Wealth
Oregon
$213M 1.48% 82
ATWA
5432
Arbor Trust Wealth Advisors
Michigan
$213M +$23M +12% 0.72% 63.8% 105 16.19%
KNFPWM
5433
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$213M +$8.18M +4% 0.62% 76 14.47%
EPW
5434
Evergreen Private Wealth
Colorado
$213M -$2.28M -1% 0.15% 217 11.52%
CKAIS
5435
Christensen King & Associates Investment Services
Washington
$213M +$840K +0.4% 0.3% 100 9%
SFG
5436
Socha Financial Group
New York
$213M -$17.2M -7% 2.42% 81.5% 28 28.57%
OWSCM
5437
One William Street Capital Management
New York
$213M -$71.2M -25% 5.43% 44% 5 60%
CW
5438
Cook Wealth
North Carolina
$213M +$14.2M +7% 0.58% 7.36% 56 5.36%
RWP
5439
Reliant Wealth Planning
Kentucky
$213M -$17.7M -8% 1.22% 39.4% 30 20%
BIA
5440
Bigelow Investment Advisors
Maine
$213M -$11.1M -5% 0.24% 67.1% 157 8.28%
DA
5441
DCM Advisors
New York
$213M +$14.6M +7% 4.85% 99.3% 52 26.92%
PBC
5442
Pavion Blue Capital
California
$213M -$1.63M -0.8% 1% 77.6% 104 6.73%
WQ
5443
Wealth Quarterback
New Jersey
$213M +$20.8M +11% 1.09% 96.7% 138 19.57%
HOWA
5444
Heritage Oak Wealth Advisors
Florida
$213M -$4.15M -2% 4.33% 201 88.06%
EL
5445
EQ LLC
Washington
$213M +$13.1M +7% 0.1% 72.9% 66 15.15%
NFG
5446
Norris Financial Group
South Carolina
$213M +$9.67M +5% 6.77% 142% 87 18.39%
BIA
5447
Beacon Investment Advisors
Maryland
$213M +$1.47M +0.7% 0.21% 96.4% 158 5.7%
BAM
5448
Bullseye Asset Management
Colorado
$213M -$4.07M -2% 5.83% 81% 65 10.77%
BWM
5449
Bernard Wealth Management
Michigan
$212M 3.08% 320
BWM
5450
Baron Wealth Management
Michigan
$212M +$4.7M +2% 2.41% 86.8% 222 21.17%