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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
NLVP
3226
New Leaf Venture Partners
New York
$390M -$40.1M -9% 7.32% 17.1% 19 5.26%
SWA
3227
SOA Wealth Advisors
New York
$389M +$31.7M +9% 8.36% 79.1% 1,000 10.3%
AIS
3228
AM Investment Strategies
Tennessee
$389M +$29.9M +8% 6.69% 121% 105 7.62%
CCP
3229
Cyrus Capital Partners
New York
$389M -$21.1M -5% 31.2% 174% 17 41.18%
JAM
3230
JCIC Asset Management
Ontario, Canada
$389M +$104M +37% 9.24% 126 1.59%
FMP
3231
Financial Management Professionals
Texas
$388M +$14.8M +4% 4.94% 62.1% 992 38.31%
SFA
3232
Source Financial Advisors
New York
$388M +$13.6M +4% 5.83% 18.5% 115 13.04%
SAS
3233
Sanford Advisory Services
Michigan
$388M +$29.6M +8% 6.84% 110 9.09%
ASM
3234
ATW SPAC Management
New York
$388M 2.58% 68.7% 129
FPGK
3235
Financial Partners Group (Kansas)
Kansas
$388M +$35.8M +10% 7.1% 70.7% 155 14.84%
MIM
3236
Martin Investment Management
Florida
$388M +$34.2M +10% 8.5% 44.7% 53 5.66%
WI
3237
WrapManager Inc
California
$388M +$27.8M +8% 6.19% 51.7% 312 14.42%
SCP
3238
Steamboat Capital Partners
New York
$388M +$48.9M +14% 10.5% 189% 52 15.38%
PWS
3239
Private Wealth Strategies
Ohio
$388M +$26.7M +7% 5.96% 18.8% 77 11.69%
DOA
3240
D'Orazio & Associates
Virginia
$388M +$29.9M +8% 4.31% 61.2% 432 20.83%
LWM
3241
Laidlaw Wealth Management
New York
$388M +$95.1M +32% 8.34% 116% 282 28.72%
OCM
3242
Oakwood Capital Management
California
$388M +$48.3M +14% 8.62% 72.7% 62 9.68%
SG
3243
Swarthmore Group
Pennsylvania
$387M +$21.4M +6% 8.3% 44.2% 50 32%
3CP
3244
3G Capital Partners
New York
$387M +$118M +44% 19% 190% 19 31.58%
AWC
3245
Abundance Wealth Counselors
Pennsylvania
$387M -$15.3M -4% 5.92% 94.7% 384 74.74%
WCA
3246
Windsor Creek Advisors
Vermont
$387M +$6.16M +2% 6.05% 48.3% 211 39.34%
ECM
3247
EagleClaw Capital Management
Massachusetts
$387M +$38.7M +11% 8.19% 96.5% 140 12.14%
SDWMA
3248
Schneider Downs Wealth Management Advisors
Pennsylvania
$386M -$23.1M -6% 6.68% 43.5% 143 9.79%
ERWM
3249
Elk River Wealth Management
Colorado
$386M +$34.9M +10% 7.54% 68% 127 5.51%
22CM
3250
20/20 Capital Management
California
$386M +$40.7M +12% 6.26% 171 12.28%