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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
WCM
5526
Westerly Capital Management
California
$123M -$12.2M -9% 11.6% 116% 56 44.64%
FWP
5527
Firethorn Wealth Partners
Georgia
$123M -$8.89M -7% 13.4% 67.1% 148 23.65%
CCM
5528
Colorado Capital Management
Colorado
$123M -$16M -12% 14% 53.4% 79 1.27%
CTEF
5529
Capital Today Evergreen Fund
Cayman Islands
$123M +$36.5M +42% 47.2% 23.7% 3 0%
IOOF
5530
Independent Order of Foresters
Ontario, Canada
$123M -$47.4M -28% 16.6% 66.3% 13 0%
A
5531
Atomvest
Hong Kong
$123M +$36.4M +42% 21.1% 90% 4 25%
CWR
5532
Chico Wealth RIA
California
$123M -$1.72M -1% 11% 74.7% 26 26.92%
LAM
5533
LFS Asset Management
California
$123M 4.96% 57
FP
5534
Factorial Partners
New York
$123M -$22.5M -15% 13.3% 80.1% 102 18.63%
SC
5535
Stephens Consulting
Michigan
$123M +$622K +0.5% 12.4% 50.1% 579 10.71%
MAM
5536
McCarthy Asset Management
California
$123M -$20.7M -14% 10.4% 340 90%
WF
5537
Williams Financial
Vermont
$123M -$9.34M -7% 5.58% 28.5% 40 70%
QI
5538
Qualcomm Inc
California
$123M -$112M -48% 30.9% 13 15.38%
KWM
5539
KerberRose Wealth Management
Wisconsin
$123M 10.8% 115
NPI
5540
New Perspectives Inc
Mississippi
$123M -$16M -12% 13.4% 24 8.33%
RIG
5541
Ramiah Investment Group
Wisconsin
$123M -$21.8M -15% 12.3% 55.3% 76 9.21%
RB
5542
Renasant Bank
Mississippi
$123M -$26.1M -18% 10.2% 65% 206 20.39%
EA
5543
Evolution Advisers
Virginia
$122M -$12.6M -9% 11.4% 40.8% 151 5.96%
PFA
5544
Pinnacle Family Advisors
Missouri
$122M -$65.3M -35% 15.1% 85.8% 124 39.52%
BWM
5545
Boyd Wealth Management
California
$122M -$11.3M -8% 10.5% 51.1% 46 23.91%
ES
5546
ETF Store
Kansas
$122M -$4.76M -4% 9.91% 55.8% 84 5.95%
SRA
5547
Summit Rock Advisors
New York
$122M -$41.1M -25% 10.9% 9 22.22%
HWM
5548
Horizons Wealth Management
North Carolina
$122M 11.3% 23% 166
LAM
5549
Lynch Asset Management
Pennsylvania
$122M -$17.6M -13% 15.8% 190% 56 8.93%
HWM
5550
Heirloom Wealth Management
Colorado
$122M -$21.6M -15% 15% 70.6% 33 18.18%