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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
EFP
6551
Envision Financial Planning
Tennessee
$124M +$9.69M +8% 3.39% 32.1% 33 24.24%
ZC
6552
Zeit Capital
Colorado
$124M +$7.22M +6% 6.01% 51.6% 30 0%
BCPWM
6553
Bradley & Co Private Wealth Management
Florida
$124M +$15.6M +14% 14.1% 210 17.62%
WCM
6554
Washington Capital Management
Washington
$123M +$6.67M +6% 7.09% 76.9% 119 21.85%
DJFS
6555
Dean Jacobson Financial Services
Texas
$123M +$6.33M +5% 5.27% 55.7% 13 23.08%
DIM
6556
DC Investments Management
Virginia
$123M +$23.9M +24% 2.48% 56.3% 93 19.35%
AWM
6557
Alterna Wealth Management
Texas
$123M +$40.3M +48% 6.7% 48% 103 33.01%
CCM
6558
Crew Capital Management
Ohio
$123M +$25.1M +26% 10.9% 104% 134 46.27%
TIM
6559
Tikehau Investment Management
France
$123M +$2.55M +2% 8.59% 102% 16 6.25%
TFP
6560
Tilia Fiduciary Partners
North Carolina
$123M +$15.8M +15% 11.1% 90.5% 99 6.06%
BGA
6561
Battery Global Advisors
Massachusetts
$123M -$7.21M -6% 5.41% 46 34.78%
APW
6562
Axim Planning & Wealth
Ohio
$123M +$13.9M +13% 15.1% 3.66% 31 32.26%
ECM
6563
Empirical Capital Management
Tennessee
$123M +$14M +13% 10.7% 18 27.78%
EPIM
6564
Equinox Partners Investment Management
Connecticut
$123M -$15.6M -11% 14.7% 241% 12 41.67%
ACM
6565
Alethea Capital Management
Washington
$123M +$36.4M +42% 32% 275% 54 75.93%
EWS
6566
Eagle Wealth Strategies
New Jersey
$123M -$42.7M -26% 8.27% 107 20.56%
HWM
6567
Howard Wealth Management
Connecticut
$123M +$3.3M +3% 7.47% 60.3% 109 12.84%
DM
6568
Diker Management
New York
$123M +$2.01M +2% 4.54% 210% 41 29.27%
SWMP
6569
Signature Wealth Management Partners
New Jersey
$123M +$8.65M +8% 9% 80.4% 105 13.33%
SWM
6570
Sanctuary Wealth Management
Idaho
$123M +$19.6M +19% 7.99% 306 15.69%
RAM
6571
RK Asset Management
Michigan
$123M +$2.35M +2% 4.96% 47.6% 21 0%
ACL
6572
Applied Capital LLC
Florida
$123M +$13.9M +13% 9.13% 71% 87 16.09%
WCAU
6573
Working Capital Advisors (UK)
United Kingdom
$123M -$35.4M -22% 23.7% 24.8% 3 0%
CAIMH
6574
Central Asset Investments & Management Holdings
Hong Kong
$123M +$23.4M +24% 28.7% 3,210% 54 40.74%
MAM
6575
Mainsail Asset Management
Alabama
$123M +$15.3M +14% 9.44% 54 11.11%