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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
SFPM
3351
Sensible Financial Planning & Management
Massachusetts
$482M -$24M -5% 2.46% 24.5% 53 45.28%
CCP
3352
Clifford Capital Partners
Utah
$482M -$19.8M -4% 0.66% 77.3% 59 27.12%
AWM
3353
Austin Wealth Management
Texas
$482M +$26.8M +6% 1.88% 48.2% 123 5.69%
MWM
3354
MinichMacGregor Wealth Management
New York
$482M +$15.1M +3% 0.56% 119% 130 18.46%
BWS
3355
Buck Wealth Strategies
Colorado
$481M +$163M +51% 0.6% 42% 81 18.52%
FMN
3356
Financial Management Network
California
$481M +$2.98M +0.6% 0.29% 57.4% 182 17.58%
PWMG
3357
Prestige Wealth Management Group
New Jersey
$481M -$2.6M -0.5% 0.31% 55.8% 1,077 7.06%
ISB
3358
Iowa State Bank
Iowa
$481M -$5.71M -1% 0.98% 76% 112 7.14%
AWAM
3359
Appian Way Asset Management
New York
$480M +$35.6M +8% 1.06% 49.4% 50 72%
HA
3360
Harfst & Associates
Wyoming
$480M +$34.8M +8% 10.9% 82.5% 98 8.16%
UW
3361
Unique Wealth
Florida
$480M +$43M +10% 1.03% 63.3% 148 22.97%
BPC
3362
Bearing Point Capital
Minnesota
$480M 2.14% 162
SW
3363
Simplicity Wealth
New Jersey
$480M -$600M -56% 1.78% 74.5% 535 47.29%
CCT
3364
Chemung Canal Trust
New York
$480M -$14.8M -3% 1.17% 80.9% 125 4%
SC
3365
Schoolcraft Capital
Colorado
$479M -$13.3M -3% 2.42% 54.3% 69 2.9%
FNBTCON
3366
First National Bank & Trust Co of Newtown
Pennsylvania
$479M -$42.9M -8% 0.84% 55.7% 140 6.43%
BC
3367
Bricktown Capital
Michigan
$479M -$58M -11% 1.94% 40.8% 28 14.29%
HBCM
3368
Heron Bay Capital Management
Michigan
$479M +$3.22M +0.7% 6.76% 58.9% 130 32.31%
TPW
3369
Talon Private Wealth
Florida
$479M +$3.29M +0.7% 1.21% 354 32.77%
RP
3370
Rowlandmiller & Partners
Georgia
$479M -$13.8M -3% 0.62% 84% 193 8.81%
TAIM
3371
Te Ahumairangi Investment Management
New Zealand
$478M -$85.7M -15% 1.22% 55.5% 84 4.76%
CAC
3372
Core Alternative Capital
Georgia
$478M -$38.9M -8% 1.42% 74.5% 370 5.14%
SIA
3373
SeaBridge Investment Advisors
New Jersey
$478M +$69.4M +17% 2.2% 128% 211 33.18%
MAM
3374
Marotta Asset Management
Virginia
$478M -$31.4M -6% 4.28% 45.7% 114 6.14%
FC
3375
Fulcrum Capital
Washington
$478M +$18.5M +4% 1.79% 83.4% 116 8.62%