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
EFG
5826
Erickson Financial Group
Pennsylvania
$89.9M -$3.4M -4% 24
LCMP
5827
Linse Capital Management PR
Puerto Rico
$89.9M -$14.7M -14% 1
WCM
5828
Whitefort Capital Management
New York
$89.9M +$9.79M +12% 28
BWA
5829
Beam Wealth Advisors
Louisiana
$89.8M -$239K -0.3% 106
RB
5830
Richmond Brothers
Michigan
$89.8M -$7.93M -8% 24
CWA
5831
Consilium Wealth Advisory
Texas
$89.7M -$3.18M -3% 76
CM
5832
CM Management
Florida
$89.6M -$4.37M -5% 74
MW
5833
Milestone Wealth
New York
$89.5M -$5.42M -6% 234
LFA
5834
Laraway Financial Advisors
Minnesota
$89.5M -$4.44M -5% 107
PCM
5835
Perkins Capital Management
Minnesota
$89.4M -$7.24M -7% 112
TA
5836
TCM Advisors
West Virginia
$89.3M -$2.82M -3% 63
CAM
5837
Concorde Asset Management
Michigan
$89.3M +$23M +35% 148
CSI
5838
Cross Staff Investments
New York
$89.3M -$1.4M -2% 115
DWM
5839
Dopkins Wealth Management
New York
$89.2M -$3.34M -4% 43
ETM
5840
Euclidean Technologies Management
Washington
$89.2M -$7.67M -8% 78
AL
5841
ADE LLC
Maryland
$89.2M -$4.89M -5% 65
ACM
5842
Alamar Capital Management
California
$89M +$394K +0.4% 69
CMS
5843
Capital Market Strategies
Florida
$88.9M -$6.33M -7% 144
PFP
5844
Paragon Financial Partners
California
$88.9M -$8.44M -9% 82
APW
5845
Atlantic Private Wealth
North Carolina
$88.9M -$8.11M -8% 42
LF
5846
LifeSteps Financial
California
$88.7M -$7.2M -8% 78
CP
5847
Clayton Partners
California
$88.7M -$4.03M -4% 37
CSIA
5848
Conrad Siegel Investment Advisors
Pennsylvania
$88.7M -$3.35M -4% 28
MA
5849
McBroom & Associates
Nevada
$88.7M -$3.25M -4% 36
AFG
5850
Affinia Financial Group
Massachusetts
$88.6M -$30.2M -25% 32