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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
HWM
5576
Howard Wealth Management
Connecticut
$270M +$32.9M +14% 11.9% 60.3% 156 8.97%
EPW
5577
Evergreen Private Wealth
Colorado
$270M +$23M +9% 16.3% 91 7.69%
CCAM
5578
Cascades Capital Asset Management
North Carolina
$270M +$31.8M +13% 16.2% 178 17.42%
CC
5579
Citrine Capital
California
$270M +$39.5M +17% 9.03% 66 21.21%
E
5580
EntreWealth
Texas
$270M +$46.8M +21% 9.1% 147 34.01%
PFWA
5581
Paces Ferry Wealth Advisors
Georgia
$270M +$28.8M +12% 11.8% 72% 155 21.94%
NF
5582
NavPoint Financial
Minnesota
$270M +$22.6M +9% 5.31% 75 6.67%
VP
5583
Verisail Partners
Georgia
$270M +$23.3M +9% 8.68% 28 17.86%
TW
5584
Titan Wealth
$269M +$37.8M +16% 19% 56 17.86%
AFO
5585
Allie Family Office
Florida
$269M +$40.8M +18% 9.76% 59% 125 32%
RA
5586
Rosalind Advisors
Ontario, Canada
$269M +$20.3M +8% 22.9% 45 42.22%
GPFA
5587
Game Plan Financial Advisors
Ohio
$269M +$46.9M +21% 18.8% 492 35.37%
PM
5588
Plustick Management
Virginia
$269M +$61.9M +30% 77.6% 1,667% 32 56.25%
ZEP
5589
Zeno Equity Partners
United Kingdom
$269M +$22.6M +9% 8.83% 16 18.75%
LBW
5590
Landesbank Baden-Wuerttemberg
Germany
$269M -$221M -45% 3.84% 7 14.29%
5W
5591
5T Wealth
California
$269M +$15.5M +6% 10.8% 139 10.79%
VFG
5592
V2 Financial group
Illinois
$268M +$53.7M +25% 15.8% 63.3% 127 18.11%
OCP
5593
Oakcliff Capital Partners
New York
$268M +$41.8M +18% 13% 133% 9 11.11%
OHWP
5594
Oak Harbor Wealth Partners
North Carolina
$268M -$159M -37% 11.5% 64.7% 299 32.11%
CLA
5595
Carnegie Lake Advisors
New Jersey
$268M +$16.4M +7% 13.1% 176 9.66%
MRI
5596
Mad River Investors
Massachusetts
$268M -$9.76M -4% 1.69% 225% 33 12.12%
MI
5597
Moneywise Inc
Virginia
$268M +$39M +17% 13.8% 58% 89 11.24%
AP
5598
Aspect Partners
Virginia
$268M +$23.4M +10% 9.88% 766 18.8%
AB
5599
ANB Bank
Colorado
$268M +$20.8M +8% 14.6% 140 17.86%
EMC
5600
Everest Management Corp
California
$268M +$70.6M +36% 18.3% 89 23.6%