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
PHWM
4726
Pine Harbor Wealth Management
Maryland
$248M +$47.4M +24% 106
FC
4727
Fusion Capital
South Carolina
$248M +$15M +6% 85
CJH
4728
Christopher J. Hasenberg
Wisconsin
$248M +$6.02M +2% 195
HWM
4729
Hassell Wealth Management
Louisiana
$248M +$9.47M +4% 29
CCP
4730
Carmel Capital Partners
California
$248M -$11.1M -4% 173
AGP
4731
Artia Global Partners
Florida
$248M -$106M -30% 54
PWS
4732
Peloton Wealth Strategists
Indiana
$248M -$3.67M -1% 100
ECML
4733
Eagle Capital Management (Louisiana)
Louisiana
$248M +$7.91M +3% 40
NLP
4734
Next Level Private
New York
$248M +$3.82M +2% 147
EWM
4735
Elmwood Wealth Management
California
$248M +$5.29M +2% 135
CLA
4736
Carnegie Lake Advisors
New Jersey
$248M -$4.91M -2% 167
RCM
4737
Robinson Capital Management
Michigan
$248M -$42.7M -15% 248
LWM
4738
Luminvest Wealth Management
Arizona
$248M +$6.61M +3% 35
ZIG
4739
Zullo Investment Group
Pennsylvania
$248M +$6.8M +3% 156
EWA
4740
Encompass Wealth Advisors
Oregon
$248M -$152M -38% 296
LIM
4741
Letson Investment Management
Georgia
$247M -$7.19M -3% 92
WW
4742
Westshore Wealth
California
$247M +$2.26M +0.9% 98
LAM
4743
Lynch Asset Management
Pennsylvania
$247M +$9.11M +4% 44
OWIM
4744
Old West Investment Management
California
$247M -$11.8M -5% 65
JAM
4745
JCIC Asset Management
Ontario, Canada
$247M +$2.81M +1% 143
BWL
4746
Beacon Wealthcare LLC
North Carolina
$247M -$1.33M -0.5% 28
IWN
4747
Independent Wealth Network
Iowa
$246M +$20.2M +9% 251
FWM
4748
FSA Wealth Management
Massachusetts
$246M -$3.94M -2% 591
GP
4749
Geneva Partners
Wisconsin
$246M +$15.4M +7% 78
SWM
4750
Selective Wealth Management
Virginia
$246M +$5.54M +2% 112