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
PWM
6226
Peterson Wealth Management
Nevada
$149M -$19.5M -12% 52
CA
6227
Carson Advisory
Georgia
$148M +$4.68M +3% 173
PCP
6228
Pantera Capital Partners
California
$148M -$177M -54% 2
TLCM
6229
Twin Lakes Capital Management
California
$148M -$7.52M -5% 248
PSIWM
6230
Paradigm Strategies in Wealth Management
Minnesota
$148M -$3.39M -2% 53
BFS
6231
Beacon Financial Strategies
North Carolina
$148M -$1.37M -0.9% 38
BPIA
6232
Broad Peak Investment Advisers
Singapore
$148M -$49.3M -25% 7
EWS
6233
Evergreen Wealth Solutions
Pennsylvania
$148M +$4.81M +3% 118
EIM
6234
Ervin Investment Management
Washington
$148M -$6.8M -4% 38
LAM
6235
Lakewood Asset Management
Illinois
$148M +$3.01M +2% 123
CAM
6236
Councilmark Asset Management
Tennessee
$148M -$681K -0.5% 87
MWM
6237
Melfa Wealth Management
Massachusetts
$148M -$1.4M -0.9% 207
ICM
6238
Islay Capital Management
Texas
$148M +$4.1M +3% 223
PIA
6239
Panoramic Investment Advisors
Colorado
$148M -$5.42M -4% 120
PWP
6240
Parkwoods Wealth Partners
New York
$148M +$22.3M +18% 56
BWM
6241
BlackDiamond Wealth Management
New York
$148M -$25M -14% 183
EWM
6242
Echo Wealth Management
Minnesota
$148M +$3.32M +2% 53
BCM
6243
Brightlight Capital Management
Connecticut
$148M +$11.1M +8% 10
CIA
6244
Cascade Investment Advisors
Oregon
$148M -$7.95M -5% 120
NCM
6245
Northland Capital Management
Minnesota
$148M +$13M +10% 32
AIFS
6246
A&I Financial Services
Colorado
$148M +$45.2M +44% 81
CP
6247
Castleview Partners
Texas
$148M -$38M -20% 602
GFM
6248
GEN Financial Management
Minnesota
$148M -$6.47M -4% 64
SIM
6249
Sentry Investment Management
Wisconsin
$147M -$62.3M -30% 510
CFIM
6250
Client First Investment Management
Wisconsin
$147M -$8.11M -5% 27