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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
SFP
4651
Sterling Financial Planning
New Jersey
$202M +$17.6M +10% 3.37% 46.8% 98 3.06%
WG
4652
Watchman Group
Texas
$202M +$10.1M +5% 6.62% 52.9% 71 15.49%
MIM
4653
Meros Investment Management
Texas
$202M +$25.8M +15% 5.22% 52.4% 40 17.5%
TCWM
4654
Total Clarity Wealth Management
Illinois
$201M +$17.3M +9% 4.63% 69.7% 233 33.48%
SAM
4655
Soviero Asset Management
New York
$201M +$4.34M +2% 7.16% 503% 54 59.26%
SPG
4656
Snow Phipps Group
New York
$201M +$32.4M +19% 20.3% 89.2% 2 0%
SFS
4657
Stiles Financial Services
Minnesota
$201M +$15.1M +8% 7.82% 88.2% 196 9.18%
DI
4658
DAGCO Inc
Ohio
$201M +$14.8M +8% 6.5% 66.5% 84 7.14%
SAMC
4659
Spectrum Asset Management (California)
California
$201M -$1.04M -0.5% 3.04% 56.5% 97 16.49%
TC
4660
Truvestments Capital
Florida
$201M +$13.3M +7% 7.38% 86.7% 712 8.43%
HP
4661
Hartree Partners
New York
$201M +$45.3M +29% 5.24% 163% 80 68.75%
DCM
4662
DGS Capital Management
New Jersey
$201M +$21.2M +12% 7.46% 177% 259 22.39%
KC
4663
Kize Capital
New York
$201M -$28M -12% 9.18% 25.6% 6 0%
SHA
4664
Seneca House Advisors
Virginia
$201M +$8.03M +4% 4.89% 48% 84 5.95%
WGCA
4665
Wolf Group Capital Advisors
Virginia
$201M -$673K -0.3% 6.44% 28.2% 112 12.5%
RCM
4666
Raleigh Capital Management
North Carolina
$201M -$1.7M -0.8% 2.02% 71.8% 944 22.25%
CG
4667
Corundum Group
Colorado
$200M -$10.9M -5% 6.36% 65.8% 116 13.79%
OWA
4668
Opal Wealth Advisors
New York
$200M +$29.2M +17% 5.14% 55.6% 151 28.48%
DCM
4669
Davidson Capital Management
Texas
$200M +$35.8M +22% 7.02% 79.2% 85 4.71%
SWM
4670
Selective Wealth Management
Virginia
$200M 5.08% 62.6% 118
WBC
4671
West Branch Capital
Massachusetts
$200M +$20.9M +12% 13.9% 139% 471 7.64%
CFA
4672
Camarda Financial Advisors
Florida
$200M +$67M +50% 9.34% 132% 88 47.73%
CPC
4673
Congress Park Capital
New York
$200M +$7.85M +4% 10.3% 95.6% 137 8.03%
LFGO
4674
Legacy Financial Group (Oklahoma)
Oklahoma
$200M +$19.3M +11% 5.23% 49.2% 73 16.44%
THWM
4675
Taylor Hoffman Wealth Management
Virginia
$200M +$17.6M +10% 8.7% 47.8% 112 4.46%