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
LFS
3726
Lighthouse Financial Services
California
$443M +$8.51M +2% 103
PWM
3727
Prentice Wealth Management
New York
$443M +$5.52M +1% 117
CMP
3728
Coston McIsaac & Partners
Maine
$443M +$12.3M +3% 1,007
APC
3729
Aspire Private Capital
North Carolina
$443M -$6.51M -1% 186
CP
3730
Cornerstone Planning
North Carolina
$443M +$12.2M +3% 152
GWM
3731
GSB Wealth Management
Connecticut
$443M +$748K +0.2% 246
CWM
3732
Centurion Wealth Management
Virginia
$443M -$12.2M -3% 323
BFA
3733
Beacon Financial Advisory
Ohio
$443M +$11.3M +3% 423
NLP
3734
Next Level Private
New York
$443M +$61.2M +16% 184
AC
3735
Almitas Capital
California
$443M -$11.6M -3% 138
OWA
3736
Opal Wealth Advisors
New York
$442M +$58.9M +15% 609
HBT
3737
Heartland Bank & Trust
Illinois
$442M +$206M +87% 209
EFMC
3738
Empire Financial Management Company
New York
$442M -$17.9M -4% 224
CMAI
3739
Capital Management Associates Inc
Minnesota
$442M -$9.97M -2% 166
PLU
3740
Performa Ltd (US)
South Carolina
$442M +$47.9M +12% 55
TCM
3741
Trybe Capital Management
Connecticut
$442M -$115M -21% 10
DBG
3742
De Burlo Group
Massachusetts
$441M -$383M -46% 94
ECA
3743
Endeavour Capital Advisors
Connecticut
$441M +$81.6M +23% 39
EL
3744
EWA LLC
Pennsylvania
$441M +$31.3M +8% 317
TSWM
3745
Triangle Securities Wealth Management
North Carolina
$441M -$33.7M -7% 213
DWML
3746
Decker Wealth Management LLC
Tennessee
$440M -$15.1M -3% 109
CPW
3747
Cove Private Wealth
New York
$440M +$105M +31% 188
AWM
3748
Austin Wealth Management
Texas
$440M -$236M -35% 169
CAAM
3749
Cape Ann Asset Management
United Kingdom
$440M +$72.7M +20% 11
SCP
3750
SailingStone Capital Partners
Texas
$440M +$37.8M +9% 17