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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
AWM
5676
Aspire Wealth Management
Massachusetts
$175M +$9.1M +5% 1.18% 26% 191 8.38%
OPOWM
5677
One Plus One Wealth Management
Florida
$175M +$385K +0.2% 0.37% 69.2% 105 18.1%
VCIM
5678
Velan Capital Investment Management
Georgia
$175M -$45.7M -21% 13.4% 2,395% 25 48%
AC
5679
Applied Capital
Arkansas
$174M +$5.84M +3% 0.76% 52.6% 40 7.5%
PFA
5680
Peak Financial Advisors
Colorado
$174M +$10M +6% 1.11% 40.1% 89 42.7%
TVWM
5681
Tower View Wealth Management
Wisconsin
$174M +$3.29M +2% 8.07% 132% 201 13.93%
SGWM
5682
Sterling Group Wealth Management
California
$174M +$173M +10,597% 3.01% 67.7% 58 94.83%
PWMA
5683
Pension & Wealth Management Advisors
Massachusetts
$174M +$22.2M +15% 1.32% 44.7% 383 15.4%
CIS
5684
Custom Index Systems
New York
$174M -$1.66M -0.9% 3.39% 313 44.09%
LAM
5685
Lifestyle Asset Management
Texas
$174M +$4.76M +3% 1.93% 82.6% 115 25.22%
EA
5686
Evolution Advisers
Virginia
$174M +$4.56M +3% 1.02% 40.8% 203 17.73%
CWM
5687
Chicago Wealth Management
Illinois
$174M +$5.59M +3% 1.74% 134% 55 23.64%
RCAP
5688
Resolute Capital Asset Partners
Colorado
$174M -$17.4M -9% 9.31% 657% 70 72.86%
NAG
5689
Northstar Advisory Group
New Jersey
$174M +$8.63M +5% 5.44% 141% 102 17.65%
LIM
5690
Lagoda Investment Management
New York
$174M +$10.8M +7% 14.5% 250% 40 0%
AI
5691
Anchor IV
Singapore
$174M +$41.7M +32% 31.6% 1 0%
LM
5692
Luminus Management
Texas
$174M -$46.2M -21% 19.9% 8.7% 32 40.63%
LAI
5693
Legal Advantage Investments
California
$174M -$5.22M -3% 2.28% 105% 107 14.95%
TCG
5694
Transcendent Capital Group
Oklahoma
$174M +$1.39M +0.8% 3.79% 470 24.04%
RWS
5695
Resolute Wealth Strategies
Mississippi
$174M +$8.47M +5% 8.32% 105% 98 7.14%
IRM
5696
Income Research & Management
Massachusetts
$173M +$25.2M +17% 0.03% 0.7% 20 30%
M
5697
MYeCFO
California
$173M +$2.91M +2% 1.91% 53.3% 57 5.26%
WCM
5698
WestBridge Capital Management
Mauritius
$173M -$498M -74% 30.3% 33.3% 3 66.67%
BFP
5699
Briaud Financial Planning
Texas
$173M -$2.71M -2% 4.09% 93.1% 146 15.07%
1C
5700
1623 Capital
Virginia
$173M -$13M -7% 0.26% 11.9% 25 24%