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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
SWMG
4276
Signature Wealth Management Group
Georgia
$204M +$7.68M +4% 8.82% 95 11.58%
DI
4277
Disciplined Investments
Oklahoma
$204M -$13.2M -6% 6.97% 41.9% 1,721 8.48%
SLC
4278
Snow Lake Capital
Hong Kong
$204M -$3.28M -2% 11.5% 16 56.25%
AWM
4279
Abound Wealth Management
Tennessee
$204M +$19M +10% 7.96% 58.6% 800 16.25%
LK
4280
Lumbard & Kellner
New Hampshire
$204M +$10.1M +5% 8.73% 105% 93 15.05%
TB
4281
Terril Brothers
Missouri
$204M -$126M -38% 6.89% 94.4% 56 17.86%
FWC
4282
First Washington Corp
Washington
$204M +$5.78M +3% 3.9% 104% 69 26.09%
SWMG
4283
Sanchez Wealth Management Group
Florida
$204M +$20.8M +11% 7.15% 56.9% 34 8.82%
FSCM
4284
First Sabrepoint Capital Management
Texas
$204M -$39.7M -16% 9.79% 182% 35 51.43%
CGFA
4285
Colton Groome Financial Advisors
North Carolina
$204M +$7.81M +4% 6.52% 59.3% 131 19.85%
SSW
4286
Stone Summit Wealth
Florida
$204M +$41.2M +25% 8.99% 59.6% 133 9.77%
PI
4287
Pettee Investors
Connecticut
$204M +$17.8M +10% 11.8% 66.9% 119 5.88%
RCS
4288
Retirement Capital Strategies
California
$204M -$14.8M -7% 2.77% 50.2% 54 37.04%
AB
4289
Atlas Brown
Kentucky
$204M +$7.23M +4% 10.6% 102% 178 7.87%
EN1L
4290
Engine No 1 LLC
California
$203M +$682K +0.3% 13.2% 536% 17 41.18%
TSA
4291
Tri-Star Advisors
Texas
$203M +$6.56M +3% 5.95% 3.07% 64 53.13%
SC
4292
Sawyer & Company
Massachusetts
$203M +$19.7M +11% 12.5% 97.4% 190 11.58%
PGWM
4293
Parisi Gray Wealth Management
New Jersey
$203M +$71.7M +55% 8.18% 120% 105 26.67%
CCA
4294
Cadent Capital Advisors
Oklahoma
$203M +$24.3M +14% 7.55% 106% 137 22.63%
TCM
4295
Thomist Capital Management
Texas
$203M +$69.2M +52% 16.9% 71.6% 41 80.49%
AM
4296
Atwater Malick
Pennsylvania
$203M +$24M +13% 11.9% 79.1% 58 6.9%
JAWM
4297
J. Arnold Wealth Management
Ohio
$203M +$25.3M +14% 6.67% 46.2% 85 51.76%
FPF
4298
First Pacific Financial
Washington
$203M +$28.7M +16% 7.75% 48.5% 111 10.81%
SIS
4299
Strategic Investment Solutions
Illinois
$203M 9.13% 91
RRCM
4300
Rappaport Reiches Capital Management
Illinois
$203M +$5.56M +3% 2.72% 17.6% 87 24.14%