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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
BWM
6451
BlackDiamond Wealth Management
New York
$148M -$25M -14% 1.87% 70.8% 183 30.6%
HC
6452
Hara Capital
Washington
$148M -$9.9M -6% 2.04% 328 15.85%
EWM
6453
Echo Wealth Management
Minnesota
$148M +$3.32M +2% 1.67% 41% 53 15.09%
BCM
6454
Brightlight Capital Management
Connecticut
$148M +$11.1M +8% 4.3% 202% 10 30%
CIA
6455
Cascade Investment Advisors
Oregon
$148M -$7.95M -5% 3.48% 71.4% 120 11.67%
NCM
6456
Northland Capital Management
Minnesota
$148M +$13M +10% 0.65% 36.1% 32 6.25%
AIFS
6457
A&I Financial Services
Colorado
$148M +$45.2M +44% 4.36% 81 22.22%
CP
6458
Castleview Partners
Texas
$148M -$38M -20% 0.35% 54.5% 602 74.25%
GFM
6459
GEN Financial Management
Minnesota
$148M -$6.47M -4% 0.87% 64 32.81%
SIM
6460
Sentry Investment Management
Wisconsin
$147M -$62.3M -30% 2.64% 103% 510 17.45%
CFIM
6461
Client First Investment Management
Wisconsin
$147M -$8.11M -5% 0.35% 27 62.96%
PBK
6462
Peoples Bank (Kansas)
Kansas
$147M +$2.89M +2% 2.56% 63.3% 335 6.27%
AWP
6463
Avid Wealth Partners
Texas
$147M +$6.65M +5% 0.99% 56 32.14%
MEG
6464
Millstone Evans Group
Colorado
$147M +$697K +0.5% 2.54% 813 11.93%
BFAG
6465
Blackston Financial Advisory Group
Florida
$147M -$53.4M -27% 3.24% 69.1% 139 36.69%
HA
6466
Hofer & Associates
California
$147M -$1.63M -1% 1.87% 54.2% 61 8.2%
CWM
6467
Certus Wealth Management
California
$147M -$2.1M -1% 2.28% 57 7.02%
DIS
6468
Diversified Investment Strategies
Louisiana
$147M -$6.08M -4% 2.96% 86% 54 11.11%
WB
6469
West Bancorporation
Iowa
$147M -$4.99M -3% 3.01% 64.4% 99 10.1%
MSWA
6470
Marshall & Sterling Wealth Advisors
New York
$147M +$2.44M +2% 2.05% 668 50.45%
ADMI
6471
Albert D. Mason Inc
Massachusetts
$147M -$2.55M -2% 0.51% 82% 152 9.87%
LFASL
6472
Lugano Financial Advisors SA (LFA)
Switzerland
$147M -$5.87M -4% 0.12% 44.9% 209 16.27%
EFIC
6473
Eliot Finkel Investment Counsel
California
$147M -$9.98M -6% 0.51% 88.9% 33 9.09%
SP
6474
Successful Portfolios
Florida
$147M -$2.43M -2% 0.99% 101% 163 4.29%
CGA
6475
Channing Global Advisors
Florida
$147M -$3.14M -2% 1.58% 131% 54 20.37%