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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
EWM
6151
Evergreen Wealth Management
Michigan
$178M +$10.9M +6% 7.61% 62.1% 54 9.26%
AWM
6152
AllSquare Wealth Management
New York
$178M +$9.75M +6% 8.48% 62.4% 548 3.28%
LC
6153
Lunate Capital
United Arab Emirates
$178M +$6.86M +4% 6.68% 6 33.33%
VBWMG
6154
Von Berge Wealth Management Group
California
$178M +$23.1M +15% 10.2% 60.5% 67 10.45%
HWA
6155
Hilltop Wealth Advisors
North Carolina
$178M +$912K +0.5% 10.4% 58.3% 55 14.55%
LWM
6156
Latko Wealth Management
Illinois
$178M +$23.7M +15% 9.25% 31 12.9%
FCMV
6157
Foresite Capital Management VI
California
$178M -$4.66M -3% 0.81% 20 30%
PD
6158
Planning Directions
Pennsylvania
$178M -$56.2M -24% 4.5% 46.3% 122 34.43%
KWM
6159
Kiker Wealth Management
Georgia
$177M +$30.8M +21% 12.6% 804 31.97%
BAM
6160
BLKBRD Asset Management
Connecticut
$177M +$95.1M +116% 38.3% 34 88.24%
MWM
6161
Massachusetts Wealth Management
Massachusetts
$177M +$31.5M +22% 9.2% 106% 95 13.68%
RMSCM
6162
R.M. Sincerbeaux Capital Management
New York
$177M +$7.94M +5% 9.36% 76.4% 39 2.56%
AIFS
6163
A&I Financial Services
Colorado
$177M +$29.4M +20% 11.8% 83 25.3%
CBT
6164
CoreFirst Bank & Trust
Kansas
$177M +$21.5M +14% 5.7% 61.4% 342 67.84%
CWA
6165
Cascade Wealth Advisors
Washington
$177M +$32.3M +22% 6.26% 60 38.33%
FBC
6166
Fairfield, Bush & Co
Connecticut
$177M +$19.3M +12% 19.6% 112% 116 11.21%
WAM
6167
WFA Asset Management
Wisconsin
$177M -$14.4M -8% 5.04% 60% 242 16.94%
CPP
6168
Capasso Planning Partners
South Carolina
$177M -$62.1M -26% 6.53% 51.6% 105 26.67%
RB
6169
Robert Bosch
Germany
$177M +$14.5M +9% 14.2% 2 50%
PMIA
6170
Patrick Mauro Investment Advisor
Illinois
$177M -$6.26M -3% 1.43% 31.7% 43 9.3%
ES
6171
Enavate Sciences
California
$177M +$43.8M +33% 44.7% 6 0%
GFL
6172
Granite FO LLC
New Hampshire
$177M +$490K +0.3% 4.26% 111% 189 1.59%
LIM
6173
Lagoda Investment Management
New York
$177M +$19.5M +12% 20.4% 250% 34 32.35%
BWM
6174
Birchcreek Wealth Management
Ohio
$177M +$18.1M +11% 9.05% 80.7% 121 9.92%
TF
6175
Tudor Financial
Ohio
$176M +$9.96M +6% 8.02% 144 13.19%