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
6251
Echo Wealth Management
Minnesota
$148M +$3.32M +2% 53
BCM
6252
Brightlight Capital Management
Connecticut
$148M +$11.1M +8% 10
CIA
6253
Cascade Investment Advisors
Oregon
$148M -$7.95M -5% 120
NCM
6254
Northland Capital Management
Minnesota
$148M +$13M +10% 32
AIFS
6255
A&I Financial Services
Colorado
$148M +$45.2M +44% 81
CP
6256
Castleview Partners
Texas
$148M -$38M -20% 602
GFM
6257
GEN Financial Management
Minnesota
$148M -$6.47M -4% 64
SIM
6258
Sentry Investment Management
Wisconsin
$147M -$62.3M -30% 510
CFIM
6259
Client First Investment Management
Wisconsin
$147M -$8.11M -5% 27
PBK
6260
Peoples Bank (Kansas)
Kansas
$147M +$2.89M +2% 335
AWP
6261
Avid Wealth Partners
Texas
$147M +$6.65M +5% 56
MEG
6262
Millstone Evans Group
Colorado
$147M +$697K +0.5% 813
BFAG
6263
Blackston Financial Advisory Group
Florida
$147M -$53.4M -27% 139
HA
6264
Hofer & Associates
California
$147M -$1.63M -1% 61
CWM
6265
Certus Wealth Management
California
$147M -$2.1M -1% 57
DIS
6266
Diversified Investment Strategies
Louisiana
$147M -$6.08M -4% 54
WB
6267
West Bancorporation
Iowa
$147M -$4.99M -3% 99
MSWA
6268
Marshall & Sterling Wealth Advisors
New York
$147M +$2.44M +2% 669
ADMI
6269
Albert D. Mason Inc
Massachusetts
$147M -$2.55M -2% 152
LFASL
6270
Lugano Financial Advisors SA (LFA)
Switzerland
$147M -$5.87M -4% 209
EFIC
6271
Eliot Finkel Investment Counsel
California
$147M -$9.98M -6% 33
SP
6272
Successful Portfolios
Florida
$147M -$2.43M -2% 163
CGA
6273
Channing Global Advisors
Florida
$147M -$3.14M -2% 54
WWM
6274
Wolff Wiese Magana
California
$147M -$4.12M -3% 1,043
SFG
6275
Seamount Financial Group
Colorado
$147M +$2.11M +1% 102