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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
PSB
7251
Piscataqua Savings Bank
New Hampshire
$128M +$8.32M +7% 9.96% 85.5% 372 6.99%
SPWM
7252
Spartan Planning & Wealth Management
North Carolina
$128M +$11.3M +10% 9.46% 88 27.27%
FPW
7253
Flywheel Private Wealth
California
$128M +$3.41M +3% 7.18% 88 11.36%
BFWM
7254
Bright Futures Wealth Management
New York
$128M 7.6% 144
CWM
7255
Challenger Wealth Management
California
$128M -$16.3M -11% 8.58% 111 44.14%
DWA
7256
Delta Wealth Advisors
Indiana
$128M +$8.4M +7% 5.27% 46 2.17%
WW
7257
Winnow Wealth
Texas
$128M -$6.52M -5% 6.18% 663 87.93%
PIA
7258
Pollock Investment Advisors
Michigan
$128M +$4.98M +4% 4.35% 41 2.44%
CCP
7259
Cushing Capital Partners
Wisconsin
$128M +$9.32M +8% 5.81% 90 13.33%
RIA
7260
Richwood Investment Advisors
Ohio
$128M +$5.85M +5% 6.14% 66% 103 5.83%
RIP
7261
Reliant Investment Partners
North Carolina
$128M +$12.9M +11% 13.5% 115 9.57%
FCC
7262
Florin Court Capital
United Kingdom
$128M +$29.8M +31% 10.5% 108% 38 21.05%
MFC
7263
Miramar Fiduciary Corp
Nevada
$127M +$4.37M +4% 6.14% 5 0%
EIM
7264
Emmett Investment Management
New York
$127M +$1.27M +1% 5.35% 27 25.93%
EBA
7265
Eagle Bay Advisors
New York
$127M +$6.35M +5% 11.5% 78.4% 125 23.2%
RW
7266
Rede Wealth
Virginia
$127M -$150M -54% 11.5% 80.9% 185 83.78%
AOCA
7267
Angel Oak Capital Advisors
Georgia
$127M +$56.6M +80% 1.3% 35 8.57%
LC
7268
LTG Capital
Massachusetts
$127M +$10.2M +9% 7.84% 56% 27 0%
AIM
7269
Avanda Investment Management
Singapore
$127M -$177M -58% 5.8% 35 51.43%
SPT
7270
Siemens Pension Trust
Germany
$127M +$48.1M +61% 61% 25.4% 1 0%
WKSWA
7271
White Knight Strategic Wealth Advisors
New Jersey
$127M +$9.48M +8% 12.8% 111% 95 20%
PIC
7272
Platt Investment Counsel
Florida
$127M +$21.7M +21% 6.2% 58.9% 12 25%
FF
7273
Fairway Financial
Florida
$127M +$8.69M +7% 5.63% 22 0%
WWM
7274
Woodside Wealth Management
Massachusetts
$127M +$10.7M +9% 7.69% 80 3.75%
NBWM
7275
North Berkeley Wealth Management
California
$127M +$17.7M +16% 9.69% 67 7.46%