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
FPWM
6726
Five Pine Wealth Management
Idaho
$148M +$12.8M +9% 42
ECM
6727
Empirical Capital Management
Tennessee
$148M -$13.6M -8% 15
IWM
6728
IMG Wealth Management
Florida
$148M +$18.8M +15% 567
TCTWM
6729
Three Cord True Wealth Management
Pennsylvania
$148M +$13.8M +10% 33
AIA
6730
Affinity Investment Advisors
California
$148M +$15.6M +12% 142
SMWM
6731
Silvia McColl Wealth Management
California
$148M +$10.1M +7% 118
S
6732
Steadtrust
Texas
$148M +$20.4M +16% 128
AWM
6733
Allen Wealth Management
North Carolina
$148M +$4.54M +3% 62
SFG
6734
Somnio Financial Group
Connecticut
$147M +$7.75M +6% 13
HCM
6735
Helios Capital Management
Singapore
$147M +$17.5M +13% 37
NL
6736
NDWM LLC
California
$147M +$10.8M +8% 34
EP
6737
Elkhorn Partners
Nebraska
$147M +$9.8M +7% 40
CFG
6738
Certior Financial Group
Pennsylvania
$147M +$17M +13% 139
SM
6739
Soapstone Management
Maryland
$147M -$3.36M -2% 17
1IA
6740
1620 Investment Advisors
Massachusetts
$147M +$6.26M +4% 710
PIP
6741
PB Investment Partners
California
$147M +$234K +0.2% 8
OCM
6742
Occam Crest Management
Connecticut
$147M 25
PAM
6743
Pacific Asset Management
Washington
$147M +$23M +18% 65
RFA
6744
Reyes Financial Architecture
California
$147M +$31.3M +27% 327
AFA
6745
Antonelli Financial Advisors
Michigan
$147M +$8.68M +6% 48
SC
6746
Settian Capital
New York
$147M +$5.25M +4% 23
ZC
6747
Zeit Capital
Colorado
$147M +$7.23M +5% 28
CWR
6748
Chico Wealth RIA
California
$147M +$20.7M +16% 39
AIA
6749
Accelerate Investment Advisors
California
$147M +$12.6M +9% 126
AAG
6750
Accordant Advisory Group
Maryland
$147M +$12.7M +9% 185