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
TWP
5751
Tower Wealth Partners
Pennsylvania
$122M -$3.08M -2% 51
CAM
5752
Cobblestone Asset Management
Virginia
$122M 42
EPCA
5753
Elizabeth Park Capital Advisors
Ohio
$122M -$15.6M -11% 52
TFP
5754
TrueWealth Financial Partners
Washington
$122M +$701K +0.6% 17
DAM
5755
Diamant Asset Management
Connecticut
$122M -$9.26M -7% 70
LODC
5756
Lanham O'Dell & Company
West Virginia
$122M +$11.1M +10% 18
BA
5757
Ballew Advisors
Mississippi
$121M -$17M -12% 113
PWM
5758
Peterson Wealth Management
Nevada
$121M -$4.76M -4% 69
YWM
5759
Yoder Wealth Management
California
$121M -$5.73M -5% 84
LAM
5760
LifePro Asset Management
California
$121M -$8.47M -7% 129
3C
5761
325 Capital
New York
$121M -$30.5M -20% 9
WAM
5762
Werlinich Asset Management
Connecticut
$121M -$3.46M -3% 58
TFG
5763
Team Financial Group
California
$121M 207
PFG
5764
Prosperity Financial Group
California
$121M +$7.47M +7% 142
PPWM
5765
Paragon Private Wealth Management
Kentucky
$121M -$4.64M -4% 135
SFSG
5766
Sound Financial Strategies Group
Mississippi
$121M -$15.9M -12% 85
BAM
5767
Byrne Asset Management
New Jersey
$121M -$32.9M -21% 677
SCM
5768
Stadium Capital Management
Connecticut
$121M +$5.28M +5% 13
RCF
5769
Rainwater Charitable Foundation
Texas
$121M -$16.7M -12% 4
ECP
5770
Epacria Capital Partners
Colorado
$121M -$1.41M -1% 62
BDAM
5771
Blue Door Asset Management
Connecticut
$121M -$4.05M -3% 23
AC
5772
AIFG Consultants
New York
$121M -$3.99M -3% 41
HWM
5773
HighMark Wealth Management
Minnesota
$121M -$12.5M -9% 590
FRA
5774
FFG Retirement Advisors
Colorado
$121M -$4.33M -3% 40
CCM
5775
Ciovacco Capital Management
Georgia
$121M -$3.37M -3% 26