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
GWM
6576
Greenhouse Wealth Management
Connecticut
$162M -$7.37M -4% 62
GPA
6577
Guerra Pan Advisors
New Jersey
$162M -$6.88M -4% 124
CFG
6578
Carter Financial Group
Illinois
$162M -$6.91M -4% 131
PFA
6579
Petra Financial Advisors
Colorado
$162M -$8.8M -5% 160
GFM
6580
GEN Financial Management
Minnesota
$162M +$2.71M +2% 51
AAG
6581
Accordant Advisory Group
Maryland
$161M +$16.5M +11% 264
BCG
6582
BayBridge Capital Group
California
$161M $0 0% 95
CCW
6583
Coastline Complete Wealth
South Carolina
$161M +$2.56M +2% 59
CA
6584
Continental Advisors
Utah
$161M +$7.13M +5% 42
LC
6585
Lavelle Capital
California
$161M +$3.29M +2% 102
IC
6586
Innealta Capital
Texas
$161M -$23.8M -13% 99
GWA
6587
Gutierrez Wealth Advisory
Arkansas
$161M +$1.77M +1% 72
FPWM
6588
Five Pine Wealth Management
Idaho
$161M +$4.96M +3% 47
OCM
6589
Occam Crest Management
Connecticut
$161M +$18.8M +13% 36
RWM
6590
Riverbend Wealth Management
South Carolina
$161M +$2.02M +1% 156
RCWM
6591
Royal Capital Wealth Management
Indiana
$161M -$8.82M -5% 98
MSA
6592
McAlister Sweet & Associates
Texas
$161M +$28.9M +22% 34
PCC
6593
Perry Creek Capital
New York
$160M -$6.05M -4% 14
TA
6594
TPG Advisors
Illinois
$160M -$221K -0.1% 114
MWM
6595
Mittelman Wealth Management
Massachusetts
$160M +$6.51M +4% 54
RB
6596
Robert Bosch
Germany
$160M -$21.1M -12% 3
CF
6597
CBM Financial
Texas
$160M +$13M +9% 16
PWSG
6598
Pacific Wealth Strategies Group
California
$160M -$16.4M -9% 66
WU
6599
Washington University
Missouri
$160M -$37.6M -19% 5
TPW
6600
Turn8 Private Wealth
$160M +$20.5M +15% 58