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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
BWM
5576
Bernard Wealth Management
Michigan
$271M +$36.9M +16% 21.2% 378 18.52%
APIM
5577
Agate Pass Investment Management
Washington
$271M +$15.8M +6% 13.7% 68% 113 10.62%
ESC
5578
Eurizon SLJ Capital
$271M +$60.9M +29% 26.9% 179 10.61%
AWM
5579
AAF Wealth Management
Massachusetts
$271M +$27.3M +11% 12.7% 65.8% 61 18.03%
OGF
5580
Orin Green Financial
California
$271M +$27.3M +11% 13.3% 53.3% 84 8.33%
MCM
5581
M1 Capital Management
Michigan
$271M +$53.8M +25% 16.1% 122 16.39%
AAG
5582
Avalon Advisory Group
Pennsylvania
$271M +$22.9M +9% 9.68% 41.4% 14 14.29%
IWS
5583
Integrity Wealth Solutions
Colorado
$271M +$16.1M +6% 10.9% 139 13.67%
KC
5584
Kaleidoscope Capital
Massachusetts
$271M +$10.9M +4% 8.51% 16 6.25%
PWS
5585
Peloton Wealth Strategists
Indiana
$271M +$23.3M +9% 11.2% 51.3% 94 11.7%
BH
5586
Burk Holdings
Oklahoma
$271M +$37.2M +16% 12.3% 698 10.89%
HWM
5587
Howard Wealth Management
Connecticut
$270M +$32.9M +14% 11.9% 60.3% 156 8.97%
EPW
5588
Evergreen Private Wealth
Colorado
$270M +$23M +9% 16.3% 91 7.69%
CCAM
5589
Cascades Capital Asset Management
North Carolina
$270M +$31.8M +13% 16.2% 178 17.42%
CC
5590
Citrine Capital
California
$270M +$39.5M +17% 9.03% 66 21.21%
E
5591
EntreWealth
Texas
$270M +$46.8M +21% 9.1% 147 34.01%
PFWA
5592
Paces Ferry Wealth Advisors
Georgia
$270M +$28.8M +12% 11.8% 72% 155 21.94%
NF
5593
NavPoint Financial
Minnesota
$270M +$22.6M +9% 5.31% 75 6.67%
VP
5594
Verisail Partners
Georgia
$270M +$23.3M +9% 8.68% 28 17.86%
TW
5595
Titan Wealth
$269M +$37.8M +16% 19% 56 17.86%
AFO
5596
Allie Family Office
Florida
$269M +$39.8M +17% 9.76% 59% 125 32%
RA
5597
Rosalind Advisors
Ontario, Canada
$269M +$20.3M +8% 22.9% 45 42.22%
GPFA
5598
Game Plan Financial Advisors
Ohio
$269M +$46.9M +21% 18.8% 492 35.37%
PM
5599
Plustick Management
Virginia
$269M +$61.9M +30% 77.6% 1,667% 32 56.25%
ZEP
5600
Zeno Equity Partners
United Kingdom
$269M +$22.6M +9% 8.83% 16 18.75%