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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
SFS
4626
Shaker Financial Services
Virginia
$247M -$11.1M -4% 0% 13.1% 182 27.47%
SW
4627
SMART Wealth
Nebraska
$247M +$25.3M +11% 2.14% 52.3% 130 13.08%
RF
4628
Robinswood Financial
Washington
$247M +$13.1M +6% 0.31% 38.8% 368 32.61%
GWM
4629
Gibbs Wealth Management
Georgia
$247M +$73.1M +42% 0.89% 251 31.08%
OFG
4630
Omega Financial Group
California
$247M +$2.59M +1% 0.39% 45.2% 82 2.44%
WPWM
4631
Windward Private Wealth Management
Kansas
$247M +$2.32M +0.9% 0.57% 28.8% 47 2.13%
VIM
4632
Vista Investment Management
Pennsylvania
$247M +$1.29M +0.5% 0.51% 42.4% 186 10.75%
VC
4633
Veery Capital
Delaware
$247M +$2.84M +1% 1.43% 57.1% 98 4.08%
MCM
4634
Mudrick Capital Management
New York
$247M -$1.31M -0.5% 3.55% 223% 10 40%
WRTC
4635
Wind River Trust Company
Wyoming
$247M -$28.1M -10% 1.5% 51% 9 0%
SBF
4636
Sara-Bay Financial
Florida
$246M +$23.6M +11% 8.84% 231% 89 15.73%
CWM
4637
Core Wealth Management
Florida
$246M +$15.9M +7% 0.34% 41.1% 28 17.86%
SFP
4638
Sterling Financial Planning
New Jersey
$246M -$365K -0.1% 0.14% 46.8% 108 4.63%
GWM
4639
Graybill Wealth Management
Illinois
$246M +$9.06M +4% 1.75% 58 5.17%
FLA
4640
Financial Life Advisors
Texas
$246M +$7.32M +3% 1.91% 42.7% 62 11.29%
LFP
4641
Leeward Financial Partners
Washington
$246M +$9.88M +4% 4.72% 69.5% 96 16.67%
MCC
4642
Malaga Cove Capital
California
$246M +$818K +0.3% 1.12% 88.1% 191 16.23%
CSWM
4643
Cassady Schiller Wealth Management
Ohio
$246M +$22.2M +10% 0.88% 21.8% 503 8.95%
BHMP
4644
Bardin Hill Management Partners
New York
$246M +$6.09M +3% 14.1% 214% 48 45.83%
SAM
4645
Sectoral Asset Management
Quebec, Canada
$246M -$8.32M -3% 1.72% 166% 106 21.7%
PH
4646
Pinnacle Holdings
Oklahoma
$246M -$2.85M -1% 1.02% 65.3% 253 26.88%
JF
4647
Joule Financial
Kentucky
$246M +$3.18M +1% 0.34% 55.5% 113 15.93%
BMC
4648
Bear Mountain Capital
Washington
$246M +$13.8M +6% 0.08% 227 20.7%
THWM
4649
Taylor Hoffman Wealth Management
Virginia
$245M +$9.93M +4% 4.2% 47.8% 113 6.19%
SAM
4650
Selway Asset Management
$245M -$4.93M -2% 2.82% 36.5% 84 11.9%