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
AWMNY
6151
Arcadia Wealth Management (New York)
New York
$185M +$10.4M +6% 62
CPW
6152
Catalyst Private Wealth
California
$185M -$44.3M -19% 77
KWA
6153
Kellett Wealth Advisors
Ohio
$184M +$9.42M +5% 86
CCA
6154
Cypress Capital Advisors
Tennessee
$184M -$1.89M -1% 79
SC
6155
Stephenson & Company
California
$184M +$2.38M +1% 47
AI
6156
Arrien Investments
Idaho
$184M +$7.1M +4% 47
S
6157
Sachetta
Massachusetts
$184M +$1.81M +1% 1,130
IIA
6158
Integrity Investment Advisors
Colorado
$184M +$2.85M +2% 88
CastleKeep Investment Advisors
6159
CastleKeep Investment Advisors
Connecticut
$184M -$36.5M -17% 91
IVGAV
6160
Index Venture Growth Associates V
Jersey
$184M -$124M -40% 3
DF
6161
Define Financial
California
$184M +$7.83M +4% 45
GCA
6162
GSI Capital Advisors
California
$184M +$5.6M +3% 34
HIM
6163
Harbour Investment Management
Washington
$184M -$4.44M -2% 107
TCM
6164
Tassel Capital Management
North Carolina
$184M +$18.9M +11% 38
MKW
6165
Mullaney, Keating & Wright
Connecticut
$184M -$5.35M -3% 75
KWM
6166
KMT Wealth Management
California
$184M -$2.78M -1% 19
LAMC
6167
Longview Asset Management (California)
California
$184M +$2.66M +1% 175
RFG
6168
RFP Financial Group
Georgia
$184M -$24.8M -12% 91
AAM
6169
Ameraudi Asset Management
New York
$184M +$1.92M +1% 46
SWMG
6170
Sard Wealth Management Group
Georgia
$184M +$1.71M +0.9% 62
EFIC
6171
Eliot Finkel Investment Counsel
California
$184M +$20.6M +13% 33
AC
6172
Attessa Capital
Arizona
$184M +$905K +0.5% 36
MIM
6173
Monashee Investment Management
Massachusetts
$184M +$6.36M +4% 70
FCM
6174
FourWorld Capital Management
New York
$184M +$76.6M +72% 27
IFPL
6175
Investments & Financial Planning LLC
Kentucky
$184M -$2.65M -1% 40