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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
EAM
6876
Exome Asset Management
New York
$133M -$14.8M -10% 9.78% 83 57.83%
PFP
6877
Paragon Financial Partners
California
$133M -$3.73M -3% 2.81% 90.6% 86 20.93%
PIS
6878
POM Investment Strategies
North Carolina
$133M +$4.74M +4% 2.56% 391 32.48%
APW
6879
Atlantic Private Wealth
North Carolina
$133M +$603K +0.5% 0.72% 55.7% 211 18.48%
AI
6880
Axecap Investments
Ohio
$133M +$898K +0.7% 3.59% 81 22.22%
ECM
6881
Empirical Capital Management
Tennessee
$133M -$10.5M -7% 21.9% 19 36.84%
DF
6882
Define Financial
California
$132M 3.59% 34
UPS
6883
UHLMANN PRICE SECURITIES
Illinois
$132M +$6.65M +5% 3.24% 189 10.05%
CAM
6884
Campion Asset Management
Virginia
$132M -$3.73M -3% 0.18% 70.2% 92 6.52%
NJIM
6885
Nabity-Jensen Investment Management
Nebraska
$132M +$1.78M +1% 1.59% 71 9.86%
GK
6886
Graney & King
New York
$132M 0.19% 318
USWG
6887
U.S. Wealth Group
New York
$132M 0.23% 40
GRA
6888
Golden Road Advisors
Florida
$132M +$4.53M +4% 2.45% 42 16.67%
PWA
6889
Providence Wealth Advisors
Illinois
$132M -$3.13M -2% 1.4% 112% 85 9.41%
PS
6890
Pinney & Scofield
Massachusetts
$132M 2.78% 225
BFP
6891
Brewster Financial Planning
New York
$132M +$3.05M +2% 2.5% 40.8% 27 29.63%
HFS
6892
Hopwood Financial Services
Virginia
$132M 0.41% 310
1IA
6893
1620 Investment Advisors
Massachusetts
$132M -$6.76M -5% 0.67% 68.9% 793 22.82%
IGM
6894
Incline Global Management
New York
$132M -$93.2M -41% 5.29% 40.1% 32 40.63%
BWS
6895
Broadway Wealth Solutions
Texas
$132M 0.88% 92
ECM
6896
English Capital Management
Michigan
$132M -$5.01M -4% 0.61% 32 9.38%
SFS
6897
Sharp Financial Services
Pennsylvania
$132M +$2.22M +2% 0.79% 106 18.87%
CWMGO
6898
Capstone Wealth Management Group (Oregon)
Oregon
$132M 1.92% 103
CWA
6899
Clearview Wealth Advisors
Oregon
$132M +$1.8M +1% 1.06% 45.2% 99 8.08%
OCA
6900
OEP Capital Advisors
New York
$132M -$23.6M -15% 15.2% 23.2% 1 0%