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
BWA
5451
Beam Wealth Advisors
Louisiana
$144M +$44.4M +45% 112
LFWA
5452
LBJ Family Wealth Advisors
Texas
$144M +$1.48M +1% 24
NRC
5453
New Republic Capital
North Carolina
$144M +$11.5M +9% 251
LA
5454
Latitude Advisors
Florida
$144M +$5.43M +4% 198
WF
5455
Wayfinding Financial
Washington
$144M +$12.4M +9% 124
BCM
5456
Beaumont Capital Management
Massachusetts
$144M +$35.7K +0% 46
BCP
5457
Blackhawk Capital Partners
Wisconsin
$144M +$7.18M +5% 94
HFP
5458
Holistic Financial Partners
Indiana
$144M +$16.1M +13% 114
NCM
5459
NCM Capital Management
New Jersey
$144M +$10.1M +8% 156
AA
5460
AJ Advisors
Tennessee
$144M +$7.59M +6% 37
CCM
5461
Crestwood Capital Management
New York
$144M +$11.2M +8% 14
AF
5462
Aegis Financial
Virginia
$144M +$14.8M +11% 31
RWRC
5463
R.W. Roge & Company
New York
$144M -$12.5M -8% 46
ASBI
5464
American State Bank (Iowa)
Iowa
$144M +$6.51M +5% 332
CWM
5465
Castle Wealth Management
Florida
$143M +$14.2M +11% 116
BA
5466
Bluesphere Advisors
Pennsylvania
$143M +$22.7M +19% 87
AL
5467
ADE LLC
Maryland
$143M +$3.83M +3% 86
DWM
5468
Denver Wealth Management
Colorado
$143M -$685K -0.5% 83
BWM
5469
Birchcreek Wealth Management
Ohio
$143M +$16.9M +13% 143
EW
5470
Element Wealth
Mississippi
$143M +$9.54M +7% 232
AFT
5471
Alpha Family Trust
California
$143M +$17M +13% 136
CWM
5472
Cherrydale Wealth Management
New Jersey
$143M +$11.2M +9% 43
FWS
5473
FinDec Wealth Services
California
$143M +$10.7M +8% 45
CA
5474
Corrado Advisors
New Jersey
$143M -$7.51M -5% 118
RHDIC
5475
R.H. Dinel Investment Counsel
California
$143M +$9.98M +8% 53