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
CWA
5076
Carolina Wealth Advisors
South Carolina
$204M +$19.4M +11% 240
GCA
5077
Genesee Capital Advisors
New York
$204M +$21.1M +12% 135
WWM
5078
Waterway Wealth Management
Texas
$204M -$23.7M -10% 76
FI
5079
FIDELIS iM
Oregon
$204M +$4.57M +2% 19
CNBT
5080
Cornerstone National Bank & Trust
Illinois
$204M +$5.37M +3% 63
PS
5081
Planned Solutions
California
$204M -$315K -0.2% 111
PPG
5082
Peak Planning Group
Colorado
$203M +$43.9M +27% 107
PWM
5083
Prosperity Wealth Management
California
$203M -$7.79M -4% 198
AWMT
5084
AAFMAA Wealth Management & Trust
North Carolina
$203M +$20M +11% 78
AWM
5085
Act Wealth Management
Texas
$203M +$4.83M +2% 46
PBC
5086
Pavion Blue Capital
California
$203M +$945K +0.5% 104
SN
5087
Sittner & Nelson
Oregon
$203M +$4.58M +2% 511
EPW
5088
Evergreen Private Wealth
Colorado
$203M +$3.36M +2% 225
BA
5089
Bridge Advisory
California
$203M +$1.46M +0.7% 108
GPFA
5090
Game Plan Financial Advisors
Ohio
$203M +$5.33M +3% 481
LCM
5091
Lunt Capital Management
Utah
$203M +$1.39M +0.7% 96
ANHIM
5092
Alan N. Hoffman Investment Management
Massachusetts
$203M +$24.5M +14% 15
CKAIS
5093
Christensen King & Associates Investment Services
Washington
$203M +$2.51M +1% 97
EFI
5094
EHP Funds Inc
Canada
$202M +$56.4M +39% 198
AWA
5095
Acorn Wealth Advisors
Michigan
$202M +$10.7M +6% 213
VWM
5096
VCI Wealth Management
Missouri
$202M +$54.4M +37% 116
TGI
5097
TRV GP IV
Massachusetts
$202M -$4.15M -2% 3
MC
5098
Matisse Capital
Oregon
$202M -$5.78M -3% 201
TWCM
5099
True Wind Capital Management
California
$202M +$6.52M +3% 2
CSC
5100
Caldwell Sutter Capital
California
$202M -$5.72M -3% 956