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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
CASB
5751
Cape Ann Savings Bank
Massachusetts
$160M +$8.25M +5% 89
PWM
5752
Power Wealth Management
Georgia
$159M +$21.8M +16% 106
MPW
5753
MGO Private Wealth
California
$159M +$13.9M +10% 84
GPI
5754
General Partner Inc
Pennsylvania
$159M +$40.2M +34% 174
PPW
5755
PACK Private Wealth
Minnesota
$159M +$10.7M +7% 40
FWS
5756
FinDec Wealth Services
California
$159M +$9.45M +6% 45
KDIA
5757
KPCB DGF II Associates
California
$159M +$49.9M +46% 2
SWM
5758
Shelton Wealth Management
Texas
$159M +$18.2M +13% 119
CWM
5759
CarsonAllaria Wealth Management
Illinois
$159M +$19.5M +14% 418
SI
5760
SCP Investment
California
$159M +$26.8M +20% 57
PPWM
5761
PFG Private Wealth Management
Florida
$159M +$10.3M +7% 243
PHWM
5762
Pine Harbor Wealth Management
Maryland
$159M +$27.5M +21% 101
LA
5763
Lane & Associates
New Jersey
$159M +$21.4M +16% 115
LWM
5764
Luminvest Wealth Management
Arizona
$159M +$6.33M +4% 23
SIMC
5765
Squire Investment Management Company
Utah
$159M +$35.9M +29% 54
EBA
5766
Eagle Bay Advisors
New York
$159M +$469K +0.3% 1,038
AWM
5767
Aviso Wealth Management
Washington
$159M +$20.6M +15% 161
ACC
5768
Acorn Creek Capital
Colorado
$159M -$65.6M -29% 83
PWM
5769
Penobscot Wealth Management
Maine
$158M +$10.1M +7% 83
AWAP
5770
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$158M +$7.2M +5% 139
RC
5771
Roubaix Capital
Colorado
$158M +$15.4M +11% 63
FFA
5772
Fortune Financial Advisors
Kansas
$158M +$14.7M +10% 140
YEPX
5773
Yorktown Energy Partners XI
New York
$158M +$9.71M +7% 4
HWM
5774
Hassell Wealth Management
Louisiana
$158M +$8.74M +6% 24
CA
5775
Cresta Advisors
Texas
$158M +$7.7M +5% 53