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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
SWM
6651
Shepherd Wealth Management
Ohio
$147M +$49.7M +51% 30.9% 54 51.85%
CCM
6652
Crestwood Capital Management
New York
$147M +$16.6M +13% 17.2% 129% 16 18.75%
AWMNY
6653
Arcadia Wealth Management (New York)
New York
$147M +$18.5M +14% 9.25% 55 3.64%
GC
6654
Grizzlyrock Capital
Illinois
$147M +$36.5M +33% 25.1% 28 46.43%
FFWM
6655
Future Financial Wealth Management
Ohio
$147M +$10.4M +8% 7.23% 59.5% 460 4.57%
EWA
6656
EQ Wealth Advisors
Texas
$147M +$21.2M +17% 4.66% 283 12.72%
TDC
6657
Thompson Davis & Co
Virginia
$147M +$19.9M +16% 13.7% 200% 166 40.96%
MEG
6658
Millstone Evans Group
Colorado
$147M -$703K -0.5% 11.4% 826 11.14%
CCM
6659
Cox Capital Management
Massachusetts
$147M +$9.66M +7% 11% 95.3% 61 4.92%
JSA
6660
Jim Saulnier & Associates
Colorado
$147M +$18.1M +14% 6.06% 113 10.62%
PWA
6661
Primoris Wealth Advisors
Florida
$147M +$17.4M +13% 15.1% 101% 109 21.1%
HCM
6662
Hestia Capital Management
Pennsylvania
$147M +$18.7M +15% 20.1% 11 72.73%
BCM
6663
Barrier Capital Management
California
$146M +$42M +40% 36.7% 151% 21 66.67%
TAM
6664
Tabor Asset Management
New York
$146M +$22.1M +18% 24.7% 199% 51 47.06%
BBA
6665
Braun-Bostich & Associates
Pennsylvania
$146M +$11.3M +8% 8.23% 59.5% 122 12.3%
VSCP
6666
Vesey Street Capital Partners
New York
$146M +$78M +114% 106% 43.8% 1 0%
HIP
6667
Hengistbury Investment Partners
United Kingdom
$146M -$26.9M -16% 18.1% 91% 5 40%
PFP
6668
Paragon Financial Partners
California
$146M +$18.7M +15% 13.8% 80.6% 71 4.23%
ONST
6669
Old North State Trust
North Carolina
$146M -$10.8M -7% 8.49% 150 16%
FVIM
6670
Fort Vancouver Investment Management
Washington
$146M +$15.9M +12% 8.57% 61 24.59%
BM
6671
Bislett Management
California
$146M +$4.9M +3% 3.3% 6.92% 15 6.67%
BCM
6672
Beaumont Capital Management
Massachusetts
$146M +$10.4M +8% 5.35% 40.9% 69 52.17%
TIAM2
6673
Tru Independence Asset Management 2
Oregon
$146M +$12.5M +9% 8.34% 102 23.53%
VPWA
6674
Vestia Personal Wealth Advisors
Indiana
$146M +$19.6M +15% 8.39% 101 6.93%
LM
6675
Lansing Management
New York
$146M +$26.8M +22% 18.9% 87.3% 8 0%