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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
SWM
3551
Scissortail Wealth Management
Oklahoma
$413M +$20.7M +5% 5.57% 56.6% 134 14.93%
SM
3552
Skaana Management
New York
$413M +$87.1M +27% 4.93% 168% 197 34.52%
AGM
3553
Alpine Global Management
New York
$413M -$162M -28% 2.08% 100% 537 83.99%
WPA
3554
WIT Partners Advisory
Singapore
$413M -$3.22M -0.8% 0.77% 1 0%
NB
3555
Nicolet Bankshares
Wisconsin
$413M +$9.67M +2% 6.05% 63.9% 212 5.66%
MCM
3556
Marathon Capital Management
Maryland
$412M +$20.1M +5% 4.86% 70.9% 162 15.43%
BWP
3557
Bernardo Wealth Planning
Pennsylvania
$412M +$40.7M +11% 5.28% 50.7% 117 13.68%
AF
3558
Affiance Financial
Minnesota
$412M +$29.1M +8% 6.33% 50.1% 103 8.74%
WAM
3559
Wilson Asset Management
Australia
$412M +$30.7M +8% 12.4% 59.3% 30 20%
WC
3560
Westwind Capital
New Mexico
$412M +$9.2M +2% 7.51% 78.1% 51 25.49%
BAM
3561
Brave Asset Management
New Jersey
$412M +$19.3M +5% 4.99% 76.3% 177 14.12%
UAM
3562
UAS Asset Management
New York
$412M -$5.75M -1% 5.37% 102% 18 44.44%
WCMN
3563
Westchester Capital Management (Nebraska)
Nebraska
$412M +$15.6M +4% 7.51% 107% 41 0%
HWM
3564
HFR Wealth Management
New York
$412M +$18.6M +5% 7.81% 48.5% 56 8.93%
DA
3565
Dash Acquisitions
California
$411M +$45.6M +12% 7.24% 61.3% 58 12.07%
AIS
3566
AM Investment Strategies
Tennessee
$411M +$5.66M +1% 8.41% 121% 120 24.17%
SXL
3567
Summit X LLC
Missouri
$411M -$34.6M -8% 5.01% 62.9% 237 11.39%
SEP
3568
Southland Equity Partners
Missouri
$411M +$60.9M +17% 6.3% 58.6% 237 17.72%
EPA
3569
Element Pointe Advisors
Florida
$411M +$16.7M +4% 4.88% 54.9% 79 18.99%
RS
3570
Retirement Solution
Washington
$411M +$38.4M +10% 6.22% 52.9% 61 42.62%
DEA
3571
DoubleLine ETF Adviser
Florida
$411M +$30.7M +8% 10.6% 56.4% 241 47.72%
KI
3572
Kapitalo Investimentos
Brazil
$410M +$76.6M +23% 7.74% 58.1% 242 66.94%
CWM
3573
Concentric Wealth Management
California
$410M +$26.5M +7% 7.61% 33.4% 138 5.8%
NTIC
3574
Napean Trading & Investment Company
Singapore
$410M -$10.5M -3% 2.28% 46 26.09%
CZI
3575
Chan Zuckerberg Initiative
California
$410M +$108M +36% 7.1% 39.6% 3 33.33%