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
CW
4726
Channel Wealth
California
$212M +$33.3M +19% 205
KFSC
4727
Keystone Financial Services (Colorado)
Colorado
$212M +$22.7M +12% 83
BWM
4728
BNC Wealth Management
Oregon
$212M +$25.2M +14% 110
SCP
4729
Silverleafe Capital Partners
Tennessee
$212M +$15.9M +8% 57
VBFG
4730
Vishria Bird Financial Group
Tennessee
$212M +$35.1M +20% 61
EAM
4731
Eukles Asset Management
Ohio
$212M +$22.1M +12% 264
LIA
4732
LSP Investment Advisors
New York
$211M +$8.5M +4% 26
AW
4733
Alaethes Wealth
Nevada
$211M +$28.7M +16% 118
TAS
4734
TIFF Advisory Services
Pennsylvania
$211M +$90.2M +75% 28
LAS
4735
Lloyd Advisory Services
Georgia
$211M -$92.9M -31% 350
TPWM
4736
Twelve Points Wealth Management
Massachusetts
$211M +$10M +5% 175
WGCA
4737
Wolf Group Capital Advisors
Virginia
$211M -$565K -0.3% 110
RW
4738
Rede Wealth
Virginia
$211M +$11.3M +6% 91
IB
4739
Iyo Bank
Japan
$211M +$27.1M +15% 32
S
4740
Sachetta
Massachusetts
$211M 1,150
MIM
4741
Meros Investment Management
Texas
$211M +$27.1M +15% 44
FWM
4742
FSA Wealth Management
Massachusetts
$211M +$32M +18% 615
GSC
4743
G&S Capital
Colorado
$211M +$14.4M +7% 127
TDWM
4744
Topel & Distasi Wealth Management
California
$211M +$19.8M +10% 74
SPI
4745
Santori & Peters Inc
Pennsylvania
$210M +$24.3M +13% 59
GBI
4746
GP Brinson Investments
Illinois
$210M +$79.4M +61% 16
BWM
4747
Biltmore Wealth Management
Arizona
$210M +$3.09M +1% 53
BWM
4748
BigSur Wealth Management
Florida
$210M +$11.7M +6% 123
GSC
4749
Grey Street Capital
Illinois
$210M +$35.5M +20% 144
ICM
4750
Ionic Capital Management
New York
$210M -$45.4M -18% 258