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
ALWM
6251
Andrews Lucia Wealth Management
California
$149M -$868K -0.6% 27
GCM
6252
Goldstream Capital Management
Hong Kong
$149M -$86.8M -37% 47
DWM
6253
Defined Wealth Management
Oregon
$149M -$2.2M -1% 110
CP
6254
Catalys Pacific
Japan
$149M +$32.8M +28% 2
SPI
6255
Sutton Place Investors
New York
$149M -$24M -14% 139
FF
6256
Farrow Financial
Vermont
$149M -$5.35M -3% 53
PWM
6257
Peterson Wealth Management
Nevada
$149M -$19.5M -12% 52
CA
6258
Carson Advisory
Georgia
$148M +$4.68M +3% 173
PCP
6259
Pantera Capital Partners
California
$148M -$177M -54% 2
TLCM
6260
Twin Lakes Capital Management
California
$148M -$7.52M -5% 248
PSIWM
6261
Paradigm Strategies in Wealth Management
Minnesota
$148M -$3.39M -2% 53
BFS
6262
Beacon Financial Strategies
North Carolina
$148M -$1.37M -0.9% 38
BPIA
6263
Broad Peak Investment Advisers
Singapore
$148M -$49.3M -25% 7
EWS
6264
Evergreen Wealth Solutions
Pennsylvania
$148M +$4.81M +3% 118
EIM
6265
Ervin Investment Management
Washington
$148M -$6.8M -4% 38
LAM
6266
Lakewood Asset Management
Illinois
$148M +$3.01M +2% 123
CAM
6267
Councilmark Asset Management
Tennessee
$148M -$681K -0.5% 87
MWM
6268
Melfa Wealth Management
Massachusetts
$148M -$1.4M -0.9% 207
ICM
6269
Islay Capital Management
Texas
$148M +$4.1M +3% 223
PIA
6270
Panoramic Investment Advisors
Colorado
$148M -$5.42M -4% 120
PWP
6271
Parkwoods Wealth Partners
New York
$148M +$22.3M +18% 56
BWM
6272
BlackDiamond Wealth Management
New York
$148M -$25M -14% 183
EWM
6273
Echo Wealth Management
Minnesota
$148M +$3.32M +2% 53
BCM
6274
Brightlight Capital Management
Connecticut
$148M +$11.1M +8% 10
CIA
6275
Cascade Investment Advisors
Oregon
$148M -$7.95M -5% 120