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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
IAIM
6251
Industrial Alliance Investment Management
Quebec, Canada
$139M +$12.7M +10% 7.74% 81.5% 5 0%
CAM
6252
Councilmark Asset Management
Tennessee
$139M 8.28% 85
CastleKeep Investment Advisors
6253
CastleKeep Investment Advisors
Connecticut
$139M -$2M -1% 7.9% 103 6.8%
UI
6254
Unconventional Investor
New Hampshire
$139M +$12.5M +10% 9.39% 62.7% 34 8.82%
BFS
6255
Beacon Financial Strategies
North Carolina
$139M +$10.2M +8% 6.91% 50.4% 34 2.94%
WHCI
6256
W.H. Cornerstone Investments
Massachusetts
$139M +$12.6M +10% 6.25% 51.4% 138 13.04%
AC
6257
AIFG Consultants
New York
$139M +$7.3M +6% 5.66% 49.8% 46 17.39%
EP
6258
Elkhorn Partners
Nebraska
$139M -$5.85M -4% 3.76% 32.2% 52 19.23%
SICM
6259
Sustainable Insight Capital Management
New York
$139M +$15.8M +13% 14% 150% 80 45%
TIA
6260
Trust Investment Advisors
Indiana
$139M +$10.3M +8% 13.8% 167% 108 23.15%
OW
6261
Olistico Wealth
Oklahoma
$139M +$10.5M +8% 10.7% 95.8% 108 8.33%
MWM
6262
Melfa Wealth Management
Massachusetts
$139M +$32.3M +30% 5.52% 42.9% 195 27.69%
APS
6263
American Planning Services
Florida
$138M +$8.15M +6% 8.05% 23.8% 50 14%
PWM
6264
Peterson Wealth Management
Nevada
$138M +$27.4M +25% 10.2% 78% 59 20.34%
CAM
6265
Clio Asset Management
Virginia
$138M +$15.3M +12% 13.2% 70% 13 15.38%
KIA
6266
KLR Investment Advisors
Rhode Island
$138M -$57.3K -0% 9.93% 205 21.46%
GAA
6267
Green Alpha Advisors
Colorado
$138M -$649K -0.5% 4.81% 267% 152 7.24%
LFA
6268
Legend Financial Advisors
Pennsylvania
$138M +$13.6M +11% 8.59% 117% 197 8.12%
MAM
6269
MWA Asset Management
Massachusetts
$138M +$16.9M +14% 13% 174% 126 10.32%
CWM
6270
Cordatus Wealth Management
Pennsylvania
$138M +$17.1M +14% 14.4% 96.3% 66 25.76%
ECP
6271
Epacria Capital Partners
Colorado
$138M +$13.1M +10% 10.1% 89.1% 56 8.93%
OM
6272
OV Management
Minnesota
$138M +$16.7M +14% 18.5% 63 9.52%
WPWM
6273
Western Pacific Wealth Management
Illinois
$138M +$999K +0.7% 1.42% 66.3% 326 33.13%
VF
6274
Vawter Financial
Ohio
$138M +$9.97M +8% 5.31% 48% 90 15.56%
MAG
6275
Mayfair Advisory Group
Alabama
$138M +$20.3M +17% 7.49% 64.6% 145 15.86%