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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
PBT
6226
Pictet Bank & Trust
Bahamas
$93.2M -$29.3M -24% 3.76% 66.3% 45 4.44%
FWM
6227
FMB Wealth Management
California
$93.2M -$1.03M -1% 2.51% 60.8% 55 9.09%
CI
6228
CPR Investments
Michigan
$93.1M -$11M -11% 0.28% 79.3% 42 26.19%
BAM
6229
Broadcrest Asset Management
Florida
$93M -$23.4M -20% 0.05% 54.1% 7 28.57%
CCM
6230
Crew Capital Management
Ohio
$92.9M +$4.94M +6% 1.99% 76.3% 92 27.17%
YCM
6231
Yost Capital Management
Texas
$92.8M -$10.3M -10% 0.76% 125% 15 13.33%
EWM
6232
Echo Wealth Management
Minnesota
$92.8M +$302K +0.3% 2.43% 41% 42 14.29%
GCS
6233
Gordian Capital (Singapore)
Singapore
$92.7M +$20.8M +29% 2.51% 249% 139 12.23%
SIA
6234
Schear Investment Advisers
Ohio
$92.7M -$1.9M -2% 0.7% 144% 81 3.7%
ACM
6235
Agincourt Capital Management
Virginia
$92.7M -$3.22M -3% 3.73% 0.36% 4 0%
FC
6236
Farley Capital
New York
$92.7M +$650K +0.7% 3.51% 105% 12 8.33%
LW
6237
Lauer Wealth
Indiana
$92.6M -$4.1M -4% 3.52% 75.5% 50 18%
P
6238
Palladiem
Pennsylvania
$92.6M -$4.58M -5% 1.98% 64 23.44%
PFA
6239
Peak Financial Advisors
Colorado
$92.5M -$34.9M -27% 1.46% 40.1% 78 46.15%
CC
6240
Copperleaf Capital
North Carolina
$92.5M -$14.2M -13% 3.36% 102% 88 22.73%
SFS
6241
Starfox Financial Services
Texas
$92.5M -$4.68M -5% 2.23% 30 30%
OIM
6242
Oder Investment Management
California
$92.3M +$1.05M +1% 2.82% 88.7% 89 4.49%
EPL
6243
EDBI Pte Ltd
Singapore
$92.3M -$31.4M -25% 11.9% 6.21% 19 10.53%
BAM
6244
Bosun Asset Management
Illinois
$92.3M -$9.67M -9% 1.35% 240% 208 59.62%
PWS
6245
Precision Wealth Strategies
Missouri
$92.2M +$31.1M +51% 0.71% 54.2% 110 66.36%
CG
6246
Clifford Group
Massachusetts
$92.2M -$907K -1% 3.14% 52.9% 72 4.17%
RFMS
6247
RWQ Financial Management Services
Florida
$92.1M -$21.9M -19% 2.55% 415% 27 33.33%
MWM
6248
Melfa Wealth Management
Massachusetts
$92M -$6.64M -7% 6.89% 42.9% 142 3.52%
TAC
6249
Twenty Acre Capital
Pennsylvania
$92M -$1.55M -2% 6.67% 196% 20 25%
EVP
6250
Evergreen Venture Partners
Israel
$92M +$16.5M +22% 21.9% 88.4% 1 0%