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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 Avg Holding
Period (Yrs)
Twin Lakes Capital Management
6451
Twin Lakes Capital Management
California
$148M -$7.52M -5% 1.04% 131% 248 14.11% 2.9
Paradigm Strategies in Wealth Management
6452
Paradigm Strategies in Wealth Management
Minnesota
$148M -$3.39M -2% 1.56% 41.2% 53 5.66% 2.3
Beacon Financial Strategies
6453
Beacon Financial Strategies
North Carolina
$148M -$1.37M -0.9% 1.55% 54.2% 38 7.89% 2.9
BPIA
6454
Broad Peak Investment Advisers
Singapore
$148M -$49.3M -25% 8.64% – 7 85.71% 0.2
Evergreen Wealth Solutions
6455
Evergreen Wealth Solutions
Pennsylvania
$148M +$4.81M +3% 2.62% 70.9% 118 22.03% 1.9
EIM
6456
Ervin Investment Management
Washington
$148M -$6.8M -4% 2.16% 92.9% 38 2.63% 2.7
Lakewood Asset Management
6457
Lakewood Asset Management
Illinois
$148M +$3.01M +2% 0.86% 69.3% 123 20.33% 2
Councilmark Asset Management
6458
Councilmark Asset Management
Tennessee
$148M -$681K -0.5% 0.13% – 87 8.05% 0.9
Melfa Wealth Management
6459
Melfa Wealth Management
Massachusetts
$148M -$1.4M -0.9% 1.24% 49.9% 207 5.31% 1.7
Islay Capital Management
6460
Islay Capital Management
Texas
$148M +$4.1M +3% 0.75% 72% 221 24.43% 3.6
Panoramic Investment Advisors
6461
Panoramic Investment Advisors
Colorado
$148M -$5.42M -4% 2.72% – 120 5.83% 1.7
Parkwoods Wealth Partners
6462
Parkwoods Wealth Partners
New York
$148M +$22.3M +18% 1.59% – 56 42.86% 0.3
BlackDiamond Wealth Management
6463
BlackDiamond Wealth Management
New York
$148M -$25M -14% 1.87% 70.8% 183 30.6% 1.7
Hara Capital
6464
Hara Capital
Washington
$148M -$9.9M -6% 2.04% 65.4% 328 15.85% 0.7
Echo Wealth Management
6465
Echo Wealth Management
Minnesota
$148M +$3.32M +2% 1.67% 42.9% 53 15.09% 2.3
Brightlight Capital Management
6466
Brightlight Capital Management
Connecticut
$148M +$11.1M +8% 4.3% 202% 10 30% 1.3
Cascade Investment Advisors
6467
Cascade Investment Advisors
Oregon
$148M -$7.95M -5% 3.48% 79.1% 120 11.67% 4.2
Northland Capital Management
6468
Northland Capital Management
Minnesota
$148M +$13M +10% 0.65% 37.5% 32 6.25% 2
AIFS
6469
A&I Financial Services
Colorado
$148M +$45.2M +44% 4.36% – 81 22.22% 1.1
Castleview Partners
6470
Castleview Partners
Texas
$148M -$38M -20% 0.35% 61.3% 602 74.25% 2.7
GEN Financial Management
6471
GEN Financial Management
Minnesota
$148M -$6.47M -4% 0.87% – 64 32.81% 0.2
Sentry Investment Management
6472
Sentry Investment Management
Wisconsin
$147M -$62.3M -30% 2.64% 103% 510 17.45% 5.3
Client First Investment Management
6473
Client First Investment Management
Wisconsin
$147M -$8.11M -5% 0.35% 243% 27 62.96% 0.8
PBK
6474
Peoples Bank (Kansas)
Kansas
$147M +$2.89M +2% 2.56% 74.5% 335 6.27% 1.2
Avid Wealth Partners
6475
Avid Wealth Partners
Texas
$147M +$6.65M +5% 0.99% 93.7% 56 32.14% 0.8