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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
ST
4551
Somerset Trust
Pennsylvania
$281M +$15.1M +6% 0.91% 69.7% 174 13.79%
FFO
4552
Fortitude Family Office
Arizona
$281M +$533K +0.2% 2.2% 1,303 13.12%
BWCS
4553
Beirne Wealth Consulting Services
Connecticut
$281M +$3.39M +1% 1.48% 75.4% 104 7.69%
CCA
4554
Cadent Capital Advisors
Oklahoma
$281M -$8.12M -3% 0.99% 106% 167 20.96%
SSWG
4555
Seven Springs Wealth Group
Tennessee
$281M +$12M +4% 3.47% 59.2% 83 9.64%
SWM
4556
Seaside Wealth Management
California
$280M +$7.1M +3% 0.95% 53.4% 61 4.92%
CWM
4557
Chesapeake Wealth Management
Virginia
$280M -$11.2M -4% 1.2% 65.9% 160 3.75%
LJHT
4558
Laurie J. Hall Trustee
$280M -$24.4M -8% 0.34% 96% 251 56.18%
CFP
4559
Cypress Financial Planning
New Jersey
$280M +$7.63M +3% 0.13% 37.9% 86 9.3%
PGF
4560
Plan Group Financial
Oklahoma
$280M +$90.8M +48% 1.15% 56.3% 161 36.65%
BFA
4561
Bill Few Associates
Pennsylvania
$280M -$4.63M -2% 1.15% 81.8% 180 6.67%
NOI
4562
Newton One Investments
Delaware
$280M +$20.2M +8% 1.35% 38.7% 122 3.28%
HFA
4563
Highland Financial Advisors
New Jersey
$280M -$9.08M -3% 3.48% 63.3% 60 16.67%
LCM
4564
Lynx1 Capital Management
Puerto Rico
$279M +$12.5M +5% 4.47% 883% 20 40%
SW
4565
SMART Wealth
Nebraska
$279M -$1.91M -0.7% 1.05% 77.7% 174 28.16%
RGC
4566
Redwood Grove Capital
California
$279M -$44M -14% 9.39% 79.8% 25 16%
FCT
4567
Family Capital Trust
Massachusetts
$279M -$16.2M -5% 2.99% 32.3% 65 13.85%
RWI
4568
Red Wave Investments
Pennsylvania
$279M -$7.03M -2% 2.14% 58% 107 10.28%
CCIP
4569
Camrose Capital Investment Partners
United Kingdom
$279M +$188M +206% 2.89% 9 0%
APW
4570
Acima Private Wealth
Virginia
$279M -$18.4M -6% 0.22% 45.2% 184 2.17%
EFA
4571
Evernest Financial Advisors
Indiana
$279M -$107M -28% 0.39% 176 23.3%
BWG
4572
Beta Wealth Group
California
$278M +$52.4M +23% 1.06% 45.4% 123 26.83%
MCP
4573
Militia Capital Partners
Nevada
$278M +$98M +54% 2.46% 211 65.88%
VCP
4574
Varenne Capital Partners
France
$278M -$60.5M -18% 10.1% 212% 23 47.83%
SCPM
4575
Sea Cliff Partners Management
California
$278M -$9.91M -3% 4.56% 19 42.11%