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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
VA
5026
Vestwell Advisors
New York
$280M +$58.8M +27% 6.15% 46 0%
SP
5027
Sherman Porfolios
Idaho
$280M +$26M +10% 10.7% 85 50.59%
SPI
5028
Santori & Peters Inc
Pennsylvania
$280M +$3.52M +1% 0.84% 88% 78 15.38%
PP
5029
Pacifica Partners
Canada
$280M +$33.1M +13% 11.8% 123% 561 18.36%
MCA
5030
Maryland Capital Advisors
Maryland
$279M +$24.2M +9% 5.18% 284 16.2%
BPWM
5031
BCS Private Wealth Management
New Jersey
$279M +$13.3M +5% 7.44% 186 23.66%
AWA
5032
Alta Wealth Advisors
Massachusetts
$279M +$67.3M +32% 12.4% 120% 170 38.24%
SG
5033
Sharper & Granite
California
$279M +$16M +6% 5.3% 47.1% 109 8.26%
HAM
5034
Harber Asset Management
North Carolina
$279M -$31.6M -10% 4.24% 63.6% 46 41.3%
IWA
5035
Integrity Wealth Advisors
California
$279M +$136M +95% 14.4% 79 20.25%
RA
5036
Rise Advisors
New York
$279M +$27M +11% 6.28% 58.9% 1,624 11.27%
MC
5037
Mount Capital
United Kingdom
$279M -$31.4M -10% 10.5% 34.4% 18 11.11%
SFCM
5038
Savoir Faire Capital Management
Connecticut
$279M +$71.9M +35% 0.73% 1.22% 52 26.92%
LIM
5039
Letson Investment Management
Georgia
$279M +$25.5M +10% 3.19% 104 15.38%
COA
5040
Charter Oak Advisors
New York
$279M +$54.4M +24% 34.7% 15 13.33%
TSM
5041
Two Star Manager
Florida
$279M +$52.1M +23% 2.36% 14 14.29%
MC
5042
Mathes Company
New York
$279M +$8.97M +3% 9.62% 121% 127 5.51%
LCC
5043
Lincoln Capital Corp
Rhode Island
$278M +$17.6M +7% 8.18% 73.9% 98 17.35%
IIA
5044
ICW Investment Advisors
Arizona
$278M +$24.8M +10% 5.25% 50.1% 146 5.48%
SC
5045
Saiph Capital
New Jersey
$278M +$21M +8% 6.73% 52.4% 72 11.11%
DK
5046
David Kennon
Florida
$278M +$10.2M +4% 6.14% 46.9% 36 0%
EWP
5047
Elevation Wealth Partners
California
$278M +$24.5M +10% 8.4% 63.7% 887 48.03%
EFM
5048
Eley Financial Management
Vermont
$278M +$17.1M +7% 7.2% 69.7% 68 2.94%
SPIO
5049
Seven Post Investment Office
California
$278M +$12.2M +5% 4.17% 52.6% 34 2.94%
SAM
5050
Socorro Asset Management
Texas
$278M -$22M -7% 3.99% 43.8% 35 11.43%