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
BFS
6226
Beacon Financial Strategies
North Carolina
$148M -$1.37M -0.9% 38
BPIA
6227
Broad Peak Investment Advisers
Singapore
$148M -$49.3M -25% 7
EWS
6228
Evergreen Wealth Solutions
Pennsylvania
$148M +$4.81M +3% 118
EIM
6229
Ervin Investment Management
Washington
$148M -$6.8M -4% 38
LAM
6230
Lakewood Asset Management
Illinois
$148M +$3.01M +2% 123
CAM
6231
Councilmark Asset Management
Tennessee
$148M -$681K -0.5% 87
MWM
6232
Melfa Wealth Management
Massachusetts
$148M -$1.4M -0.9% 207
ICM
6233
Islay Capital Management
Texas
$148M +$4.1M +3% 223
PIA
6234
Panoramic Investment Advisors
Colorado
$148M -$5.42M -4% 120
PWP
6235
Parkwoods Wealth Partners
New York
$148M +$22.3M +18% 56
BWM
6236
BlackDiamond Wealth Management
New York
$148M -$25M -14% 183
EWM
6237
Echo Wealth Management
Minnesota
$148M +$3.32M +2% 53
BCM
6238
Brightlight Capital Management
Connecticut
$148M +$11.1M +8% 10
CIA
6239
Cascade Investment Advisors
Oregon
$148M -$7.95M -5% 120
NCM
6240
Northland Capital Management
Minnesota
$148M +$13M +10% 32
AIFS
6241
A&I Financial Services
Colorado
$148M +$45.2M +44% 81
CP
6242
Castleview Partners
Texas
$148M -$38M -20% 602
GFM
6243
GEN Financial Management
Minnesota
$148M -$6.47M -4% 64
SIM
6244
Sentry Investment Management
Wisconsin
$147M -$62.3M -30% 510
CFIM
6245
Client First Investment Management
Wisconsin
$147M -$8.11M -5% 27
PBK
6246
Peoples Bank (Kansas)
Kansas
$147M +$2.89M +2% 335
AWP
6247
Avid Wealth Partners
Texas
$147M +$6.65M +5% 56
MEG
6248
Millstone Evans Group
Colorado
$147M +$697K +0.5% 813
BFAG
6249
Blackston Financial Advisory Group
Florida
$147M -$53.4M -27% 139
HA
6250
Hofer & Associates
California
$147M -$1.63M -1% 61