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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
APW
7026
Atlantic Private Wealth
North Carolina
$156M +$1.58M +1% 1.74% 55.7% 413 47.22%
SI
7027
Stonekeep Investments
New Mexico
$156M -$1.43M -0.9% 0.78% 66 9.09%
LA
7028
Lakeside Advisors
Washington
$156M -$1.69M -1% 1.04% 63.2% 65 7.69%
AC
7029
Avory & Company
Florida
$156M -$9.73M -6% 0.85% 61.6% 45 33.33%
LF
7030
LifeSteps Financial
California
$156M +$570K +0.4% 2.01% 88% 91 3.3%
IIM
7031
Invariant Investment Management
Pennsylvania
$156M 1.74% 71
CC
7032
Cultivar Capital
Texas
$156M +$6.26M +4% 2.13% 47 21.28%
MCM
7033
MidAtlantic Capital Management
Virginia
$156M +$9.65M +7% 1.48% 239 66.95%
SW
7034
Schulz Wealth
Texas
$156M +$4.81M +3% 2.33% 65 6.15%
PCM
7035
Palouse Capital Management
Washington
$156M -$1.17M -0.7% 3.54% 67.8% 164 19.51%
GFG
7036
Grantvest Financial Group
New Jersey
$156M +$11.2M +8% 1.38% 168 11.31%
SA
7037
SFI Advisors
New Jersey
$156M -$996K -0.6% 1.98% 82.9% 69 14.49%
FPWM
7038
Five Pine Wealth Management
Idaho
$156M +$7.97M +5% 1.38% 42 0%
SNBOSCI
7039
Security National Bank of Sioux City Iowa
Iowa
$156M +$2.19M +1% 2.62% 52.4% 93 12.9%
CW
7040
Code Waechter
Florida
$156M +$2.51M +2% 1.94% 119 15.13%
WA
7041
Whipplewood Advisors
Colorado
$156M +$3.6M +2% 0.73% 509 43.61%
SCA
7042
Sippican Capital Advisors
Massachusetts
$156M +$4.36M +3% 4.49% 90.1% 117 5.98%
AIFAIM
7043
American Institute for Advanced Investment Management
Arizona
$156M +$2.85M +2% 1.79% 72.8% 154 7.14%
BM
7044
Bridger Management
New York
$156M -$30.1M -16% 8.05% 103% 35 51.43%
SH
7045
SLT Holdings
Arizona
$155M +$806K +0.5% 2.51% 173 38.73%
DT
7046
DBA Trading
Florida
$155M 12.5% 39
BCWM
7047
Ball & Co Wealth Management
Tennessee
$155M +$5.01M +3% 5.06% 92 21.74%
BWM
7048
BNB Wealth Management
Maryland
$155M 3.35% 88
SOWAS
7049
Silver Oak Wealth Advisors Services
California
$155M +$3.28M +2% 1.13% 37 2.7%
AF
7050
AtlasMark Financial
Texas
$155M +$5.23M +3% 2.1% 47 8.51%