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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
SDWIA
3776
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$325M +$29.9M +10% 8.83% 67.8% 147 6.8%
FCM
3777
Firestone Capital Management
Florida
$325M +$32.2M +11% 10% 43.3% 134 8.21%
ASP
3778
Adams Street Partners
Illinois
$325M +$38.3M +13% 54.3% 352% 20 60%
RCI
3779
RS Crum Inc
California
$324M +$45.9M +16% 8.97% 37.8% 82 7.32%
WFM
3780
Wolff Financial Management
Michigan
$324M +$30.9M +11% 9.11% 52.8% 98 4.08%
WPP
3781
Whalerock Point Partners
Rhode Island
$323M +$34.8M +12% 11.1% 92.1% 170 9.41%
SWM
3782
Shakespeare Wealth Management
Wisconsin
$323M +$38M +13% 10.1% 49.6% 84 8.33%
NI
3783
NFC Investments
Tennessee
$323M 10.1% 31
DBIA
3784
Dumont & Blake Investment Advisors
New Jersey
$323M +$27.6M +9% 10.4% 59.4% 203 7.39%
EAM
3785
EdenTree Asset Management
United Kingdom
$323M +$68M +27% 12.3% 43.7% 77 12.99%
W
3786
WPWealth
Texas
$323M +$61.7M +24% 8.35% 30.9% 64 10.94%
FCFC
3787
First Commonwealth Financial Corp
Pennsylvania
$323M +$23.7M +8% 11.5% 61.6% 173 5.2%
SFG
3788
Sunburst Financial Group
Alabama
$323M +$39.6M +14% 8.72% 50.7% 105 18.1%
GLCM
3789
Greenlea Lane Capital Management
Connecticut
$323M +$43.8M +16% 16.8% 119% 10 10%
SAM
3790
Shikiar Asset Management
New York
$323M +$35.4M +12% 13.9% 97.8% 80 16.25%
WWP
3791
Waypoint Wealth Partners
California
$322M +$34.4M +12% 9.81% 52.1% 86 27.91%
SFA
3792
Source Financial Advisors
New York
$322M +$25.8M +9% 17% 18.5% 128 9.38%
FRGX
3793
First Reserve GP XIII
Connecticut
$322M -$7.71M -2% 1.64% 29.1% 2 100%
HF
3794
Halpern Financial
Virginia
$322M +$32.3M +11% 10.5% 26.3% 274 31.02%
SJL
3795
Shayne & Jacobs LLC
Tennessee
$322M +$21.6M +7% 8.72% 73.4% 94 4.26%
TSWM
3796
Triangle Securities Wealth Management
North Carolina
$322M +$40.4M +14% 11.9% 80% 194 6.19%
CAM
3797
Creekmur Asset Management
Illinois
$322M 8.86% 801
BDWCC
3798
B&D White Capital Company
Texas
$322M +$53.7M +20% 5.34% 38.1% 83 46.99%
AWM
3799
Accurate Wealth Management
Florida
$322M +$2.81M +0.9% 10.4% 93.2% 294 15.31%
HIP
3800
Harrell Investment Partners
Texas
$322M +$28M +10% 11.5% 105% 102 8.82%