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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
CWA
6026
Consilium Wealth Advisory
Texas
$89.7M -$3.18M -3% 4.71% 118% 76 18.42%
CM
6027
CM Management
Florida
$89.6M -$4.37M -5% 2.07% 110% 74 10.81%
MW
6028
Milestone Wealth
New York
$89.5M -$5.42M -6% 4.81% 234 2.99%
LFA
6029
Laraway Financial Advisors
Minnesota
$89.5M -$4.44M -5% 4.41% 92.3% 107 5.61%
PCM
6030
Perkins Capital Management
Minnesota
$89.4M -$7.24M -7% 0.18% 303% 112 13.39%
CAM
6031
Concorde Asset Management
Michigan
$89.3M +$23M +35% 5.46% 148 33.78%
CSI
6032
Cross Staff Investments
New York
$89.3M -$1.4M -2% 0.2% 81.2% 115 10.43%
DWM
6033
Dopkins Wealth Management
New York
$89.2M -$3.34M -4% 5.59% 64.4% 43 18.6%
ETM
6034
Euclidean Technologies Management
Washington
$89.2M -$7.67M -8% 6.3% 124% 78 20.51%
AL
6035
ADE LLC
Maryland
$89.2M -$4.89M -5% 5.62% 52.2% 65 6.15%
APW
6036
Atlantic Private Wealth
North Carolina
$89.2M -$8.21M -8% 4.1% 55.7% 43 16.28%
ACM
6037
Alamar Capital Management
California
$89M +$394K +0.4% 2.33% 69 11.59%
CMS
6038
Capital Market Strategies
Florida
$88.9M -$6.33M -7% 4.3% 120% 144 11.11%
PFP
6039
Paragon Financial Partners
California
$88.9M -$8.44M -9% 4.85% 90.6% 82 10.98%
LF
6040
LifeSteps Financial
California
$88.7M -$7.2M -8% 4.82% 88% 78 11.54%
CP
6041
Clayton Partners
California
$88.7M -$4.03M -4% 3.89% 109% 37 32.43%
CSIA
6042
Conrad Siegel Investment Advisors
Pennsylvania
$88.7M -$3.35M -4% 6.72% 58.4% 28 28.57%
MA
6043
McBroom & Associates
Nevada
$88.7M -$3.25M -4% 2.28% 133% 36 22.22%
JWWM
6044
Johnson & White Wealth Management
Pennsylvania
$88.6M 7.75% 76.5% 76
AFG
6045
Affinia Financial Group
Massachusetts
$88.6M -$30.2M -25% 4.98% 37.5% 32 15.63%
TWM
6046
Trevian Wealth Management
Massachusetts
$88.6M -$3.52M -4% 4.55% 94.1% 37 13.51%
SC
6047
Shearwater Capital
Colorado
$88.6M -$4.27M -5% 6.42% 64.2% 37 8.11%
TAC
6048
Twenty Acre Capital
Pennsylvania
$88.6M -$11.8M -12% 7.13% 196% 24 8.33%
GWMI
6049
Guardian Wealth Management (Illinois)
Illinois
$88.3M -$4.58M -5% 5.25% 103% 248 8.87%
LAS
6050
LWM Advisory Services
Florida
$88.3M +$4.87M +6% 4.08% 64.9% 124 20.97%