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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
CWM
6976
Copia Wealth Management
Oregon
$146M +$5.58M +4% 0.82% 549 6.74%
CCM
6977
Crestwood Capital Management
New York
$146M -$12.5M -8% 9.28% 203% 17 35.29%
SWM
6978
Seed Wealth Management
Illinois
$145M +$388K +0.3% 1.25% 58.4% 104 7.69%
PW
6979
Paladin Wealth
Minnesota
$145M -$1.08M -0.7% 1.64% 130 11.54%
AI
6980
Axecap Investments
Ohio
$145M -$16.8M -10% 6.67% 91 43.96%
KFO
6981
Kopp Family Office
Minnesota
$145M -$11.3M -7% 4.08% 34% 22 9.09%
GCM
6982
Gambit Capital Management
Tennessee
$145M +$5.43M +4% 4.73% 99 19.19%
AIP
6983
Alexis Investment Partners
Texas
$145M -$123M -46% 1.36% 99 66.67%
AF
6984
Amara Financial
California
$145M +$683K +0.5% 1.83% 48 10.42%
TP
6985
Teca Partners
Texas
$145M -$30.2M -17% 6.52% 86.3% 12 16.67%
MCM
6986
MidAtlantic Capital Management
Virginia
$145M -$11.2M -7% 1.92% 240 65.42%
BCM
6987
BluePath Capital Management
Georgia
$145M -$3.26M -2% 3.57% 101% 120 25%
AWMG
6988
ADG Wealth Management Group
Louisiana
$145M +$12.7M +10% 1.23% 53 28.3%
AFA
6989
Antonelli Financial Advisors
Michigan
$145M -$7.35M -5% 2.04% 55 25.45%
I
6990
Immersion
Florida
$145M -$1.23M -0.8% 4.84% 9 11.11%
CGF
6991
Constant Guidance Financial
Massachusetts
$145M +$2.48M +2% 0.78% 68 67.65%
FC
6992
Fairscale Capital
New Hampshire
$145M -$6.23M -4% 3.98% 443 4.97%
CFP
6993
Comprehensive Financial Planning
Pennsylvania
$144M -$6.82M -5% 2.72% 451 22.17%
KK
6994
Karl Kapital
California
$144M +$31.6M +28% 9.06% 29 62.07%
C
6995
Covestor
United Kingdom
$144M -$46.6M -24% 2.64% 136% 2,911 8.14%
TF
6996
TME Financial
California
$144M +$1.94M +1% 0.27% 73 12.33%
EB
6997
Exchange Bank
California
$144M -$295K -0.2% 3.02% 67.1% 126 11.11%
NJIM
6998
Nabity-Jensen Investment Management
Nebraska
$144M -$3.48M -2% 2.46% 74 10.81%
ACM
6999
Arrow Capital Management
New York
$144M -$27.8M -16% 5.9% 16 0%
IFS
7000
Integrated Financial Solutions
Virginia
$144M -$22.8M -14% 9.99% 37 21.62%