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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
SWM
5026
Soundmark Wealth Management
Washington
$167M +$12.2M +8% 5.21% 17.2% 61 9.84%
CAM
5027
Clark Asset Management
New Hampshire
$167M +$28M +20% 7.67% 45.5% 64 10.94%
SCA
5028
Sander Capital Advisors
Washington
$167M +$15.7M +10% 12.5% 68.8% 18 27.78%
GCM
5029
Gallacher Capital Management
Colorado
$167M +$1.45M +0.9% 3.97% 70.7% 280 34.64%
SHWM
5030
Silicon Hills Wealth Management
Texas
$167M +$32.1M +24% 5.41% 30.9% 100 23%
TF
5031
Theory Financial
Colorado
$167M +$15.7M +10% 3.8% 54.5% 62 12.9%
BBWP
5032
Beacon Bridge Wealth Partners
Pennsylvania
$167M +$29.1M +21% 3.93% 52% 95 7.37%
VF
5033
Visa Foundation
California
$167M +$3.9M +2% 8.88% 48.5% 1 0%
SG
5034
Sharper & Granite
California
$167M +$16.3M +11% 4.12% 47.1% 100 3%
LFA
5035
Level Financial Advisors
New York
$167M +$13.9M +9% 4.24% 41.5% 300 22.33%
WAM
5036
Westport Asset Management
Connecticut
$167M +$9.99M +6% 8.39% 63.9% 70 0%
1W
5037
1776 Wealth
Georgia
$167M +$27.2M +20% 12% 90.4% 131 12.21%
NOI
5038
Newton One Investments
Delaware
$166M +$11.5M +7% 4.88% 38.7% 119 1.68%
APWM
5039
Atlas Private Wealth Management
New York
$166M -$50.4M -23% 4.72% 19.8% 120 14.17%
GWM
5040
Grand Wealth Management
Michigan
$166M +$5.57M +3% 4.92% 54.1% 61 11.48%
WFS
5041
Weitzel Financial Services
Iowa
$166M +$9.73M +6% 3.85% 42.4% 39 23.08%
CAGAS
5042
Capital Advisory Group Advisory Services
Minnesota
$166M +$19.1M +13% 5.66% 54.8% 149 13.42%
ATIA
5043
American Trust Investment Advisors
New Hampshire
$166M +$8.56M +5% 6.07% 91% 85 11.76%
HCM
5044
Horiko Capital Management
New York
$166M +$36.6M +28% 15.3% 275% 28 7.14%
PP
5045
Pacifica Partners
Canada
$166M +$18.8M +13% 5.15% 123% 513 13.84%
SC
5046
Stephens Consulting
Michigan
$166M +$15.3M +10% 4.18% 50.1% 539 9.83%
UMC
5047
UNC Management Company
North Carolina
$166M -$161K -0.1% 0.4% 92% 3 66.67%
SIC
5048
Samalin Investment Counsel
New York
$166M +$7.59M +5% 5.06% 62.8% 275 13.82%
DR
5049
Davis Rea
Ontario, Canada
$166M +$5.87M +4% 11.2% 45.7% 44 11.36%
SFP
5050
Sandbox Financial Partners
Maryland
$166M +$21.2M +15% 10.7% 69.6% 98 16.33%