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
WWM
5076
Waterway Wealth Management
Texas
$204M -$23.7M -10% 76
FI
5077
FIDELIS iM
Oregon
$204M +$4.57M +2% 19
PS
5078
Planned Solutions
California
$204M -$315K -0.2% 111
PWM
5079
Prosperity Wealth Management
California
$203M -$7.79M -4% 198
AWMT
5080
AAFMAA Wealth Management & Trust
North Carolina
$203M +$20M +11% 78
AWM
5081
Act Wealth Management
Texas
$203M +$4.83M +2% 46
PBC
5082
Pavion Blue Capital
California
$203M +$945K +0.5% 104
SN
5083
Sittner & Nelson
Oregon
$203M +$4.58M +2% 511
EPW
5084
Evergreen Private Wealth
Colorado
$203M +$3.36M +2% 225
BA
5085
Bridge Advisory
California
$203M +$1.46M +0.7% 108
GPFA
5086
Game Plan Financial Advisors
Ohio
$203M +$5.33M +3% 481
LCM
5087
Lunt Capital Management
Utah
$203M +$1.39M +0.7% 96
ANHIM
5088
Alan N. Hoffman Investment Management
Massachusetts
$203M +$24.5M +14% 15
CKAIS
5089
Christensen King & Associates Investment Services
Washington
$203M +$2.51M +1% 97
EFI
5090
EHP Funds Inc
Canada
$202M +$56.4M +39% 198
AWA
5091
Acorn Wealth Advisors
Michigan
$202M +$10.7M +6% 213
VWM
5092
VCI Wealth Management
Missouri
$202M +$54.4M +37% 116
TGI
5093
TRV GP IV
Massachusetts
$202M -$4.15M -2% 3
MC
5094
Matisse Capital
Oregon
$202M -$5.78M -3% 201
TWCM
5095
True Wind Capital Management
California
$202M +$6.52M +3% 2
CSC
5096
Caldwell Sutter Capital
California
$202M -$5.72M -3% 956
PIP
5097
Palisades Investment Partners
California
$202M 40
TA
5098
Teramo Advisors
Florida
$202M +$1.95M +1% 9
HPFG
5099
Hart & Patterson Financial Group
Massachusetts
$202M -$49.6K -0% 68
HHGC
5100
Hunting Hill Global Capital
New York
$202M +$31.5M +18% 109