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
CWP
7351
Corepath Wealth Partners
Arizona
$103M -$301K -0.3% 29
AIFS
7352
A&I Financial Services
Colorado
$103M 72
BCM
7353
Bancreek Capital Management
California
$103M -$55.9M -35% 22
NWM
7354
Navigoe Wealth Management
California
$102M 178
LG
7355
Lane Generational
Massachusetts
$102M +$22.1M +27% 32
WSFG
7356
Wall Street Financial Group
Illinois
$102M +$7.51M +8% 43
CWMA
7357
Capstone Wealth Management (Alabama)
Alabama
$102M 47
BFA
7358
Benningfield Financial Advisors
California
$102M 14
PW
7359
PUREfi Wealth
Massachusetts
$102M 152
AGP
7360
Aspire Growth Partners
Florida
$102M 99
CIAM
7361
Caitong International Asset Management
Hong Kong
$102M 1,658
OPWM
7362
Oregon Pacific Wealth Management
Oregon
$102M 119
CC
7363
Colrain Capital
Massachusetts
$102M 27
HPM
7364
Hudson Portfolio Management
New York
$102M +$168K +0.2% 115
GIM
7365
Garden Investment Management
Connecticut
$102M 1
F8IS
7366
Figure 8 Investment Strategies
Idaho
$102M 53
RCM
7367
Riggs Capital Management
Utah
$102M 105
KC
7368
Kaleidoscope Capital
Massachusetts
$102M 9
C
7369
Croban
Ohio
$102M 72
MCM
7370
M28 Capital Management
Connecticut
$102M +$10.9M +12% 11
WWA
7371
Wingate Wealth Advisors
Massachusetts
$102M 477
TWPM
7372
Total Wealth Planning & Management
Florida
$102M 176
SWM
7373
Shepherd Wealth Management
Ohio
$102M 48
ACMA
7374
Arbor Capital Management (Alaska)
Alaska
$102M -$4.31M -4% 108
SAMC
7375
Spectrum Asset Management (Connecticut)
Connecticut
$102M +$40.5M +66% 5