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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
CWP
6576
Clark Wealth Partners
Illinois
$135M +$6M +5% 0.48% 620 29.84%
VAG
6577
Vannoy Advisory Group
Texas
$135M +$368K +0.3% 0.54% 27 3.7%
CIM
6578
Caldwell Investment Management
Ontario, Canada
$135M -$13.5M -9% 5.1% 178% 39 33.33%
PP
6579
Pingora Partners
Wyoming
$135M -$17.8M -12% 8.4% 233 15.02%
TIM
6580
Tevis Investment Management
Texas
$135M $0 0% 3.12% 54.1% 96 0%
PWM
6581
Palacios Wealth Management
Florida
$135M +$42.1M +45% 6.09% 67 10.45%
CPL
6582
Capital & Planning LLC
Georgia
$135M -$2.09M -2% 0.35% 192 82.29%
BG
6583
BRX Global
New York
$135M -$6.82M -5% 2.98% 80.7% 4 0%
PWSG
6584
Pacific Wealth Strategies Group
California
$135M -$9.27M -6% 4.93% 75.5% 58 13.79%
MP
6585
MSD Partners
New York
$134M -$7.76M -5% 6.26% 8.08% 9 0%
CIAM
6586
Caitong International Asset Management
Hong Kong
$134M +$32.4M +32% 30% 2,616 55.28%
HWM
6587
Horizons Wealth Management
North Carolina
$134M +$3.2M +2% 0.15% 23% 180 5%
GK
6588
Graney & King
New York
$134M +$1.93M +1% 3.23% 354 12.43%
SGC
6589
Slocum, Gordon & Co
Rhode Island
$134M +$12.7M +10% 6.77% 55.2% 145 12.41%
WBCM
6590
Wilson & Boucher Capital Management
California
$134M -$6.94M -5% 2.01% 53.4% 114 9.65%
PFA
6591
Pillar Financial Advisors
Kentucky
$134M +$3.55M +3% 1.38% 117 5.98%
ECM
6592
English Capital Management
Michigan
$134M +$2.24M +2% 2.63% 31 3.23%
BFM
6593
Broadview Financial Management
Wisconsin
$134M -$5.76M -4% 1.19% 41.8% 41 4.88%
ACM
6594
Alethea Capital Management
Washington
$134M +$17.2M +15% 21.2% 200% 31 67.74%
MCWA
6595
Meadow Creek Wealth Advisors
Georgia
$134M -$4.89M -4% 0.98% 142 10.56%
PIM
6596
Peregrine Investment Management
Ontario, Canada
$134M -$38.4M -22% 16.6% 26 23.08%
EFG
6597
Erickson Financial Group
Pennsylvania
$134M -$6.5M -5% 4.19% 63.3% 26 0%
MGW
6598
MB Generational Wealth
Washington
$134M -$2.33M -2% 1.76% 56 19.64%
CIM
6599
Chapman Investment Management
California
$134M -$501K -0.4% 1.77% 44% 30 10%
PMSA
6600
Patrick M. Sweeney & Associates
Illinois
$134M +$384K +0.3% 1.17% 150 4%