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
EWM
6226
Echo Wealth Management
Minnesota
$143M +$10.4M +8% 49
DIM
6227
DC Investments Management
Virginia
$143M +$24.4M +21% 92
ACM
6228
Arosa Capital Management
Florida
$143M +$13.7M +11% 42
SWP
6229
Semus Wealth Partners
Florida
$143M +$13.4M +10% 128
QM
6230
QVIDTVM Management
Texas
$143M +$17.8M +14% 8
TP
6231
Teca Partners
Texas
$143M -$750K -0.5% 13
OPW
6232
Osprey Private Wealth
New York
$143M 49
EFI
6233
EHP Funds Inc
Canada
$143M -$59.7M -30% 111
CIM
6234
Caldwell Investment Management
Ontario, Canada
$143M +$9.72M +7% 39
WFL
6235
Wealth Forward LLC
North Dakota
$143M +$14.6M +11% 32
CAM
6236
Clio Asset Management
Virginia
$142M +$14.4M +11% 14
SCM
6237
Solas Capital Management
Connecticut
$142M -$40.5M -22% 23
OIM
6238
Opus Investment Management
Massachusetts
$142M -$12.5M -8% 38
VWA
6239
VERITY Wealth Advisors
United States
$142M +$8.73M +7% 76
EC
6240
EdgeRock Capital
Colorado
$142M +$13M +10% 299
CCM
6241
Crabel Capital Management
California
$142M +$60.7M +75% 49
FA
6242
Financial Alternatives
California
$142M +$9.07M +7% 85
LAIC
6243
Lederer & Associates Investment Counsel
California
$142M +$3.9M +3% 88
LC
6244
Lakehouse Capital
Australia
$142M -$623K -0.4% 14
ZRP
6245
Zynergy Retirement Planning
New Jersey
$142M +$11.3M +9% 129
PS
6246
Pennant Select
New Jersey
$142M -$588K -0.4% 10
GWMI
6247
Guardian Wealth Management (Illinois)
Illinois
$142M +$11.1M +8% 253
MMRF
6248
Michelson Medical Research Foundation
California
$142M +$25.5M +22% 29
UWM
6249
Udine Wealth Management
Florida
$142M -$1.82M -1% 30
PWM
6250
Partnership Wealth Management
Maryland
$142M +$6.17M +5% 223