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
LFP
5051
Lakeshore Financial Planning
Michigan
$205M +$7.24M +4% 72
CWM
5052
Collaborative Wealth Management
Florida
$205M +$5.11M +3% 176
VAMG
5053
Voisard Asset Management Group
Michigan
$205M +$26.9M +15% 429
BAM
5054
Bullseye Asset Management
Colorado
$204M -$8.68M -4% 67
AMIM
5055
Aull & Monroe Investment Management
Alabama
$204M -$14.4M -7% 135
GAAM
5056
Guinness Atkinson Asset Management
California
$204M -$8.6M -4% 105
VEA
5057
Virtus ETF Advisers
New York
$204M +$15.9M +8% 488
JWM
5058
JPL Wealth Management
Colorado
$204M +$23M +13% 115
MWS
5059
Maxwell Wealth Strategies
California
$204M +$6.8M +3% 105
CB
5060
Centennial Bank
Arkansas
$204M +$8.74M +4% 352
ACM
5061
Ardent Capital Management
Ohio
$204M +$4.84M +2% 46
FW
5062
FullCircle Wealth
Texas
$204M 167
AFC
5063
AFT Forsyth & Company
Florida
$204M +$28.5M +16% 140
SPT
5064
Siemens Pension Trust
Germany
$204M $0 0% 1
CWA
5065
Carolina Wealth Advisors
South Carolina
$204M +$19.4M +11% 240
GCA
5066
Genesee Capital Advisors
New York
$204M +$21.1M +12% 136
WWM
5067
Waterway Wealth Management
Texas
$204M -$23.7M -10% 76
FI
5068
FIDELIS iM
Oregon
$204M +$4.57M +2% 19
PS
5069
Planned Solutions
California
$204M -$315K -0.2% 111
PWM
5070
Prosperity Wealth Management
California
$203M -$7.79M -4% 198
AWMT
5071
AAFMAA Wealth Management & Trust
North Carolina
$203M +$20M +11% 78
AWM
5072
Act Wealth Management
Texas
$203M +$4.83M +2% 46
PBC
5073
Pavion Blue Capital
California
$203M +$945K +0.5% 104
SN
5074
Sittner & Nelson
Oregon
$203M +$4.58M +2% 511
EPW
5075
Evergreen Private Wealth
Colorado
$203M +$3.36M +2% 225