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
CPW
5251
Catalyst Private Wealth
California
$205M -$19.3M -9% 87
GCM
5252
Gallacher Capital Management
Colorado
$205M +$3.78M +2% 354
RA
5253
Rosalind Advisors
Ontario, Canada
$205M +$19.6M +11% 44
PC
5254
ParaFi Capital
New York
$205M -$212M -51% 9
BS
5255
Brighton Securities
New York
$205M -$640K -0.3% 57
MAWCM
5256
Mine & Arao Wealth Creation & Management
California
$205M -$13.2M -6% 77
AWA
5257
Adapt Wealth Advisors
Georgia
$205M +$1.88M +0.9% 71
OFCM
5258
One Fin Capital Management
California
$205M -$26.5M -11% 25
BWM
5259
Bernard Wealth Management
Michigan
$205M -$7.69M -4% 408
KIG
5260
Kessler Investment Group
Indiana
$205M -$6M -3% 223
SWM
5261
SFG Wealth Management
Maryland
$205M +$14.2M +7% 131
USB
5262
Union Savings Bank
Connecticut
$205M +$1.24M +0.6% 309
SFG
5263
Socha Financial Group
New York
$205M -$8.68M -4% 26
ACM
5264
Ararat Capital Management
Connecticut
$204M -$46.1M -18% 18
KPP
5265
Kings Path Partners
Texas
$204M -$29.8M -13% 300
KTM
5266
Keeler Thomas Management
Utah
$204M -$76.5M -27% 85
SCM
5267
Segra Capital Management
Florida
$204M +$9.58M +5% 11
SIAS
5268
Summit Investment Advisory Services
Minnesota
$204M +$10.1M +5% 72
GSB
5269
Greenfield Savings Bank
Massachusetts
$204M -$4.72M -2% 148
AC
5270
Applied Capital
Arkansas
$204M +$9.08M +5% 49
CIA
5271
Citadel Investment Advisory
Ohio
$204M +$10.8M +6% 82
PIA
5272
Powell Investment Advisors
Florida
$204M -$12.3M -6% 166
BC
5273
Bowman & Company
Wisconsin
$204M +$10.1M +5% 112
BWA
5274
BlueChip Wealth Advisors
Georgia
$204M +$23.4M +13% 158
OGC
5275
One68 Global Capital
New York
$204M +$16.6M +9% 136