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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
EB
6651
Exchange Bank
California
$122M +$4.6M +4% 7.64% 67.1% 115 6.09%
CGF
6652
Constant Guidance Financial
Massachusetts
$122M +$25.7M +27% 8.1% 79.6% 33 33.33%
BAWM
6653
Bennett Associates Wealth Management
Pennsylvania
$122M +$11.1M +10% 6.4% 50 28%
IPAM
6654
Investment Partners Asset Management
New Jersey
$122M +$9.84M +9% 6.34% 145 9.66%
BSHC
6655
Breed's Hill Capital
Massachusetts
$122M +$9.12M +8% 6.39% 102 10.78%
TWM
6656
Trevian Wealth Management
Massachusetts
$122M +$102M +508% 7.56% 94.1% 32 65.63%
RCM
6657
RMR Capital Management
California
$122M +$12.3M +11% 8.25% 73 6.85%
NWMG
6658
Nicholson Wealth Management Group
South Carolina
$122M 14.3% 97
EI
6659
EDMP Inc
Florida
$122M +$11.3M +10% 10.6% 71.6% 84 13.1%
SRB
6660
Shotwell Rutter Baer
Michigan
$122M +$8.82M +8% 5.8% 34 2.94%
S
6661
Sunpointe
Missouri
$122M -$32.1M -21% 5.72% 192 26.04%
HA
6662
HC Advisors
Georgia
$122M +$13.2M +12% 6.74% 63.5% 53 5.66%
PWP
6663
Parkwoods Wealth Partners
New York
$122M 6.68% 31
CC
6664
Cultivar Capital
Texas
$122M +$2.17M +2% 8.59% 196 86.22%
1WM
6665
1858 Wealth Management
Ohio
$122M +$1.03M +0.9% 7.71% 135 22.96%
IWP
6666
Innova Wealth Partners
Pennsylvania
$122M -$18.3M -13% 5.06% 68% 149 87.92%
ACM
6667
Arlington Capital Management
Illinois
$122M +$6.37M +6% 5.06% 154% 103 28.16%
CCG
6668
Coastwise Capital Group
California
$121M +$16.5M +16% 6.62% 88.8% 130 14.62%
PWCM
6669
Processus Wealth & Capital Management
Tennessee
$121M +$712K +0.6% 1.12% 34 2.94%
NL
6670
NDWM LLC
California
$121M +$8.48M +8% 4.54% 35 14.29%
OF
6671
Outfitter Financial
Maine
$121M +$1.09M +0.9% 5.28% 95.9% 78 2.56%
AL
6672
ACAS LLC
California
$121M +$6.3M +5% 7.09% 89 5.62%
FNWA
6673
Financial Network Wealth Advisors
Utah
$121M -$12.6M -9% 5.99% 1,033 29.91%
MSA
6674
McAlister Sweet & Associates
Texas
$121M -$18.1M -13% 4.07% 75.8% 34 17.65%
MSAGDF
6675
Moneda SA Administradora General de Fondos
Chile
$121M -$21.3M -15% 8.45% 34.5% 27 11.11%