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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
EAM
6251
Everstar Asset Management
North Carolina
$146M 7.64% 194
SIA
6252
Spectrum Investment Advisors
Wisconsin
$146M +$9.2M +7% 5.78% 27 7.41%
PVAMC
6253
PPS&V Asset Management Consultants
Michigan
$146M +$6.19M +4% 5.76% 71.1% 39 5.13%
AIA
6254
Affinity Investment Advisors
California
$146M +$12.6M +9% 9.22% 120% 139 17.99%
SCM
6255
Summerhill Capital Management
Ontario, Canada
$146M +$4.5M +3% 9.51% 20 0%
O3W
6256
Omni 360 Wealth
New Jersey
$146M +$13.9M +11% 6.21% 111 5.41%
CPCP
6257
Cedar Point Capital Partners
Iowa
$146M +$11.9M +9% 5.4% 65 18.46%
EPIM
6258
Equinox Partners Investment Management
Connecticut
$146M -$9.71M -6% 10.5% 284% 9 0%
CWI
6259
Conscious Wealth Investments
Florida
$145M +$6.19M +4% 6.58% 50 6%
CNWM
6260
Clay Northam Wealth Management
California
$145M +$13.4M +10% 4.74% 84.5% 94 9.57%
MCM
6261
McDonough Capital Management
Florida
$145M +$7.88M +6% 4.87% 100% 47 8.51%
MAM
6262
MPM Asset Management
Massachusetts
$145M -$36.8M -20% 0.48% 5.89% 6 0%
MWA
6263
Mills Wealth Advisors
Texas
$145M +$5.32M +4% 4.55% 37.4% 59 16.95%
WBCM
6264
Wilson & Boucher Capital Management
California
$145M +$14.7M +11% 6.59% 53.4% 120 10.83%
AIM
6265
AHL Investment Management
Florida
$145M +$8.63M +6% 7.4% 57.7% 69 7.25%
SC
6266
Shearwater Capital
Colorado
$145M +$8.85M +7% 6.35% 64.2% 48 12.5%
HA
6267
Hofer & Associates
California
$145M +$16M +12% 4.91% 54.2% 60 6.67%
LFA
6268
Legend Financial Advisors
Pennsylvania
$145M +$3.92M +3% 6.44% 117% 295 47.46%
KSCM
6269
King Street Capital Management
New York
$145M +$65.3M +82% 41.8% 85.9% 10 40%
RFA
6270
ROI Financial Advisors
Oregon
$145M +$7.03M +5% 5.27% 69 14.49%
PIA
6271
Panoramic Investment Advisors
Colorado
$145M 5.28% 118
TFG
6272
Taylor Financial Group
Virginia
$145M +$14.6M +11% 9.33% 100 10%
LWA
6273
Lantern Wealth Advisors
New York
$144M +$6.42M +5% 7.05% 135 9.63%
CIA
6274
Cladis Investment Advisory
Montana
$144M +$6.45M +5% 7.69% 97% 146 14.38%
TFP
6275
Tilia Fiduciary Partners
North Carolina
$144M +$16.4M +13% 6.98% 69.4% 108 13.89%