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
CastleKeep Investment Advisors
6301
CastleKeep Investment Advisors
Connecticut
$130M -$9.15M -7% 115
XI
6302
XXEC Inc
Oklahoma
$130M -$3.31M -2% 25
SWP
6303
Semus Wealth Partners
Florida
$130M +$10.8M +9% 134
SWIM
6304
Smallwood Wealth Investment Management
New Jersey
$129M +$475K +0.4% 72
BA
6305
Brightwater Advisory
Florida
$129M +$4.95M +4% 63
CCA
6306
Clarity Capital Advisors
Florida
$129M +$4.09M +3% 78
CA
6307
Continental Advisors
Utah
$129M +$3.07M +2% 38
AWM
6308
Ariadne Wealth Management
California
$129M 159
CCM
6309
Chicago Capital Management
Illinois
$129M +$34.3M +36% 52
ACM
6310
Arosa Capital Management
Florida
$129M -$19M -13% 43
EC
6311
EdgeRock Capital
Colorado
$129M +$3.56M +3% 295
VAG
6312
Vannoy Advisory Group
Texas
$129M +$786K +0.6% 27
MGW
6313
MB Generational Wealth
Washington
$129M +$1.6M +1% 68
NWM
6314
NRI Wealth Management
California
$129M +$10.7M +9% 29
HA
6315
Hofer & Associates
California
$129M +$10.2M +9% 57
CBOR
6316
Community Bank of Raymore
Missouri
$129M -$84.2M -40% 90
CFIM
6317
Client First Investment Management
Wisconsin
$129M +$2.81M +2% 32
AWP
6318
Avid Wealth Partners
Texas
$129M +$4.23M +3% 45
GCM
6319
GeoSphere Capital Management
Florida
$129M +$8.78M +7% 43
PWAM
6320
Pinnacle West Asset Management
Wyoming
$129M +$2.65M +2% 107
RFO
6321
RiverGlades Family Offices
Florida
$129M +$3.1M +2% 82
WH
6322
Wallace Hart
Kentucky
$129M +$8.87M +7% 35
FS
6323
Financial Symmetry
North Carolina
$129M +$14.3M +13% 42
FF
6324
Farrell Financial
New York
$128M +$6.24M +5% 72
PFP
6325
Paragon Financial Partners
California
$128M +$6.87M +6% 86