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
CWM
4751
Castle Wealth Management
Florida
$275M +$19.9M +8% 130
SCI
4752
Silver Coast Investments
United States
$275M +$11.7M +4% 111
IWN
4753
Independent Wealth Network
Iowa
$275M +$24.1M +10% 263
WPW
4754
Watershed Private Wealth
Illinois
$275M +$24.6M +10% 116
VAM
4755
Vert Asset Management
California
$275M -$16.3M -6% 45
HWP
4756
Hibernia Wealth Partners
Louisiana
$274M +$134M +95% 106
TA
4757
Teramo Advisors
Florida
$274M +$28M +11% 23
SC
4758
Sykon Capital
New York
$274M +$10.9M +4% 97
IWMA
4759
Ironwood Wealth Management (Arizona)
Arizona
$274M -$51.8M -16% 43
CIA
4760
Cape Investment Advisory
Georgia
$274M +$22.9M +9% 1,272
SWM
4761
Selective Wealth Management
Virginia
$274M +$44M +19% 106
AW
4762
Atlas Wealth
Ohio
$274M +$17.4M +7% 112
FI
4763
Financial Insights
Washington
$274M +$22.5M +9% 134
TWM
4764
TSA Wealth Management
Texas
$274M +$22.2M +9% 85
HWM
4765
Hassell Wealth Management
Louisiana
$274M +$39.3M +17% 26
RHP
4766
Royal Harbor Partners
Texas
$274M +$15.4M +6% 53
SILC
4767
Starr Indemnity & Liability Company
New York
$273M +$66.7M +32% 8
BWG
4768
Beta Wealth Group
California
$273M -$5.38M -2% 118
EW
4769
Enzi Wealth
Texas
$273M +$25.9M +10% 70
EWA
4770
Encompass Wealth Advisors
Oregon
$273M +$27.1M +11% 105
CP
4771
Canopy Partners
Ohio
$273M +$16M +6% 236
OPAM
4772
Olympus Peak Asset Management
Connecticut
$273M +$37M +16% 1
FNBSF
4773
First National Bank Sioux Falls
South Dakota
$272M +$25.4M +10% 141
CC
4774
Cederberg Capital
United Kingdom
$272M +$13.5M +5% 8
JGIA
4775
Jackson Grant Investment Advisers
Connecticut
$272M +$14M +5% 386