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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
BFS
6301
Beacon Financial Strategies
North Carolina
$148M -$1.37M -0.9% 1.55% 50.4% 38 7.89%
BPIA
6302
Broad Peak Investment Advisers
Singapore
$148M -$49.3M -25% 8.64% 7 85.71%
EWS
6303
Evergreen Wealth Solutions
Pennsylvania
$148M +$4.81M +3% 2.62% 64.5% 118 22.03%
EIM
6304
Ervin Investment Management
Washington
$148M -$6.8M -4% 2.16% 84.3% 38 2.63%
LAM
6305
Lakewood Asset Management
Illinois
$148M +$3.01M +2% 0.86% 57.4% 123 20.33%
CAM
6306
Councilmark Asset Management
Tennessee
$148M -$681K -0.5% 0.13% 87 8.05%
MWM
6307
Melfa Wealth Management
Massachusetts
$148M -$1.4M -0.9% 1.24% 42.9% 207 5.31%
ICM
6308
Islay Capital Management
Texas
$148M +$4.1M +3% 0.75% 65.2% 221 24.43%
PIA
6309
Panoramic Investment Advisors
Colorado
$148M -$5.42M -4% 2.72% 120 5.83%
PWP
6310
Parkwoods Wealth Partners
New York
$148M +$22.3M +18% 1.59% 56 42.86%
BWM
6311
BlackDiamond Wealth Management
New York
$148M -$25M -14% 1.87% 53.8% 183 30.6%
EWM
6312
Echo Wealth Management
Minnesota
$148M +$3.32M +2% 1.67% 41% 53 15.09%
BCM
6313
Brightlight Capital Management
Connecticut
$148M +$11.1M +8% 4.3% 202% 10 30%
CIA
6314
Cascade Investment Advisors
Oregon
$148M -$7.95M -5% 3.48% 71.4% 120 11.67%
NCM
6315
Northland Capital Management
Minnesota
$148M +$13M +10% 0.65% 36.1% 32 6.25%
AIFS
6316
A&I Financial Services
Colorado
$148M +$45.2M +44% 4.36% 81 22.22%
CP
6317
Castleview Partners
Texas
$148M -$38M -20% 0.35% 54.5% 602 74.25%
GFM
6318
GEN Financial Management
Minnesota
$148M -$6.47M -4% 0.87% 64 32.81%
SIM
6319
Sentry Investment Management
Wisconsin
$147M -$62.3M -30% 2.64% 94.5% 510 17.45%
CFIM
6320
Client First Investment Management
Wisconsin
$147M -$8.11M -5% 0.35% 27 62.96%
PBK
6321
Peoples Bank (Kansas)
Kansas
$147M +$2.89M +2% 2.56% 63.3% 335 6.27%
AWP
6322
Avid Wealth Partners
Texas
$147M +$6.65M +5% 0.99% 56 32.14%
MEG
6323
Millstone Evans Group
Colorado
$147M +$697K +0.5% 2.54% 813 11.93%
BFAG
6324
Blackston Financial Advisory Group
Florida
$147M -$53.4M -27% 3.24% 58.9% 139 36.69%
HA
6325
Hofer & Associates
California
$147M -$1.63M -1% 1.87% 54.2% 61 8.2%