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
CSIA
5826
Carl Stuart Investment Advisor
Texas
$154M +$5.73M +4% 32
OPWM
5827
Oxinas Partners Wealth Management
Indiana
$154M +$13.1M +9% 132
FGG
5828
Financial Guidance Group
Florida
$154M +$10.1M +7% 58
TWP
5829
Tower Wealth Partners
Pennsylvania
$154M +$12.5M +9% 59
HWMT
5830
Heritage Wealth Management (Texas)
Texas
$154M +$12M +8% 36
BCA
5831
Boundary Creek Advisors
New York
$154M -$1.03M -0.7% 42
ACP
5832
Acuta Capital Partners
California
$154M -$23.7M -13% 45
IWP
5833
Insight Wealth Partners
Texas
$154M +$21.4M +16% 87
GWAM
5834
Guardian Wealth Advisors (Minnesota)
Minnesota
$154M +$10.5M +7% 81
CIA
5835
Cascade Investment Advisors
Oregon
$154M +$13M +9% 118
BAM
5836
Boyar Asset Management
New York
$153M +$20.1M +15% 83
YWM
5837
Yoder Wealth Management
California
$153M +$11.5M +8% 111
OIM
5838
Opus Investment Management
Massachusetts
$153M -$21.1M -12% 40
ONSWM
5839
Old North State Wealth Management
North Carolina
$153M +$17.8M +13% 94
WAM
5840
Werlinich Asset Management
Connecticut
$153M +$21.1M +16% 61
ICM
5841
Indaba Capital Management
California
$153M -$21M -12% 9
IWS
5842
Integrity Wealth Solutions
Colorado
$153M +$8.63M +6% 107
SVBP
5843
Strategic Value Bank Partners
Ohio
$153M -$51.8M -25% 25
DSN
5844
D. Scott Neal
Kentucky
$153M +$40.7M +36% 64
TCFP
5845
Treasure Coast Financial Planning
Florida
$153M +$9.55M +7% 34
PCP
5846
Pacific Capital Partners
$153M +$20.2M +15% 60
DC
5847
Darrow Company
Massachusetts
$153M +$22.6M +17% 48
AAMC
5848
Asset Allocation & Management Company
Illinois
$153M +$3.33M +2% 52
EFMH
5849
E Fund Management (HK)
Hong Kong
$153M -$34.1M -18% 95
HWM
5850
Horizons Wealth Management
North Carolina
$153M $0 0% 182