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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
T
4526
Tidemark
California
$352M +$8.68M +3% 1.83% 716 14.25%
SCM
4527
Seascape Capital Management
New Hampshire
$352M +$3.13M +0.9% 2.77% 111% 100 13%
CI
4528
Capital Innovations
Wisconsin
$351M 1.55% 51
SEEDPG
4529
S.E.E.D. Planning Group
New York
$351M +$7.75M +2% 2.51% 45.1% 92 14.13%
TEC
4530
Tensor Edge Capital
Massachusetts
$351M 19.2% 14
RGC
4531
Redwood Grove Capital
California
$351M +$1.37M +0.4% 5.2% 79.8% 22 4.55%
SPG
4532
Snow Phipps Group
New York
$351M +$39.7M +13% 12.8% 89.2% 2 0%
LSWP
4533
Liberty Square Wealth Partners
Pennsylvania
$351M +$26.6M +8% 2.12% 151 7.28%
SWM
4534
Sterling Wealth Management
Illinois
$351M +$20.6M +6% 2.11% 114 10.53%
SWM
4535
Seaside Wealth Management
California
$350M +$13.5M +4% 2.46% 53.4% 65 6.15%
WMP
4536
Wealth Management Partners
Arizona
$350M +$35.5M +11% 2.81% 179% 151 11.26%
SSWG
4537
Seven Springs Wealth Group
Tennessee
$350M -$63.4M -15% 1.21% 59.2% 88 11.36%
WSWA
4538
Warren Street Wealth Advisors
California
$350M +$14.4M +4% 2.44% 75.7% 157 22.29%
GAA
4539
Global Assets Advisory
Florida
$350M +$13.4M +4% 2.71% 85.9% 304 15.46%
AIA
4540
AIMZ Investment Advisors
California
$350M +$31M +10% 6.98% 81.3% 144 13.89%
MWM
4541
MGB Wealth Management
Texas
$350M -$4.39M -1% 0.92% 337 15.73%
MEPT
4542
Missouri Education Pension Trust
Missouri
$349M 1.99% 2
BOS
4543
Bank of Stockton
California
$349M -$1.46M -0.4% 4.66% 92.3% 144 9.72%
ACM
4544
Arcataur Capital Management
Wisconsin
$349M +$9.08M +3% 2.18% 60% 104 3.85%
SFG
4545
Southern Financial Group
Alabama
$349M 0.68% 84
SIC
4546
Sterling Investment Counsel
New York
$349M +$37.1M +12% 2.83% 82.8% 193 35.75%
REAM
4547
Ripple Effect Asset Management
New York
$349M -$162M -32% 3.33% 50 72%
EPW
4548
Endeavor Private Wealth
Kansas
$349M +$25.4M +8% 2.17% 213 11.27%
CGFA
4549
Colton Groome Financial Advisors
North Carolina
$349M +$22.9M +7% 2.54% 59.3% 142 7.04%
RWM
4550
Rench Wealth Management
Texas
$349M +$7.96M +2% 3.05% 106% 57 3.51%