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
SWM
5751
Shelton Wealth Management
Texas
$159M +$18.2M +13% 119
CWM
5752
CarsonAllaria Wealth Management
Illinois
$159M +$19.5M +14% 418
SI
5753
SCP Investment
California
$159M +$26.8M +20% 57
PPWM
5754
PFG Private Wealth Management
Florida
$159M +$10.3M +7% 243
PHWM
5755
Pine Harbor Wealth Management
Maryland
$159M +$27.5M +21% 101
LA
5756
Lane & Associates
New Jersey
$159M +$21.4M +16% 115
LWM
5757
Luminvest Wealth Management
Arizona
$159M +$6.33M +4% 23
SIMC
5758
Squire Investment Management Company
Utah
$159M +$35.9M +29% 54
EBA
5759
Eagle Bay Advisors
New York
$159M +$469K +0.3% 1,038
AWM
5760
Aviso Wealth Management
Washington
$159M +$20.6M +15% 161
ACC
5761
Acorn Creek Capital
Colorado
$159M -$65.6M -29% 83
PWM
5762
Penobscot Wealth Management
Maine
$158M +$10.1M +7% 83
AWAP
5763
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$158M +$7.2M +5% 139
RC
5764
Roubaix Capital
Colorado
$158M +$15.4M +11% 63
FFA
5765
Fortune Financial Advisors
Kansas
$158M +$14.7M +10% 140
YEPX
5766
Yorktown Energy Partners XI
New York
$158M +$9.71M +7% 4
HWM
5767
Hassell Wealth Management
Louisiana
$158M +$8.74M +6% 24
CA
5768
Cresta Advisors
Texas
$158M +$7.7M +5% 53
NRC
5769
New Republic Capital
North Carolina
$158M +$17M +12% 242
TP
5770
Teca Partners
Texas
$157M +$24.4M +18% 17
KWM
5771
Kanen Wealth Management
Florida
$157M +$14.6M +10% 22
RMSCM
5772
R.M. Sincerbeaux Capital Management
New York
$157M +$16.1M +11% 41
LFWA
5773
LBJ Family Wealth Advisors
Texas
$157M +$12.8M +9% 23
VCM
5774
Viewpoint Capital Management
Washington
$157M +$14.3M +10% 134
VCG
5775
Vantage Consulting Group
Virginia
$157M +$8.45M +6% 225