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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
SP
5051
Successful Portfolios
Florida
$139M +$14.1M +11% 10.3% 101% 185 7.03%
MPM
5052
Mountaineer Partners Management
New York
$139M +$23.6M +20% 30.4% 158% 22 50%
MAWCM
5053
Mine & Arao Wealth Creation & Management
California
$139M +$17.7M +15% 11.8% 92% 275 4.73%
LM
5054
Lansing Management
New York
$139M +$22.7M +19% 16.6% 76.9% 6 0%
OCM
5055
Orleans Capital Management
Louisiana
$139M +$7.94M +6% 11.2% 94.6% 81 12.35%
FC
5056
Fusion Capital
South Carolina
$139M +$24.1M +21% 11.9% 100% 69 10.14%
RCA
5057
Ranch Capital Advisors
Florida
$139M +$14.5M +12% 11.5% 92.6% 954 9.01%
PSC
5058
Piper Sandler & Co
Minnesota
$139M +$5.33M +4% 7.35% 0.04% 30 40%
SFG
5059
Sovereign Financial Group
Connecticut
$139M 12.6% 90.7% 137
TWP
5060
Treybourne Wealth Planners
Indiana
$139M 15.1% 43
BCM
5061
Banyan Capital Management
Georgia
$139M +$18.9M +16% 16.4% 42.5% 20 10%
CASB
5062
Cape Ann Savings Bank
Massachusetts
$138M 13.9% 72.7% 89
HCM
5063
Hall Capital Management
Rhode Island
$138M +$12.1M +10% 10.4% 88 12.5%
CWM
5064
Curi Wealth Management
North Carolina
$138M 13.1% 16.2% 535
BU
5065
Brown University
Rhode Island
$138M -$2.31M -2% 5.29% 37.9% 10 70%
NPP
5066
New Potomac Partners
Maryland
$138M +$12.6M +10% 13.1% 37.2% 129 52.71%
EA
5067
Ellsworth Advisors
Ohio
$138M +$37.8M +38% 10.9% 123% 131 41.22%
LB
5068
Legacy Bridge
Iowa
$138M +$28.4M +26% 16.7% 225% 296 4.39%
SLWS
5069
Swaine & Leidel Wealth Services
Florida
$138M +$35.3M +34% 13.8% 65 24.62%
GB
5070
Goepper Burkhardt
South Carolina
$138M 10.8% 50.4% 59
SAM
5071
Seelaus Asset Management
New Jersey
$138M +$13.4M +11% 13.6% 122% 211 28.91%
ATWA
5072
Arbor Trust Wealth Advisors
Michigan
$138M +$22.1M +19% 14% 63.8% 97 16.49%
SIS
5073
Susquehanna International Securities
Ireland
$138M -$52M -27% 21.4% 2.8% 60 46.67%
SHA
5074
Seneca House Advisors
Virginia
$138M +$11.3M +9% 12% 58.2% 78 10.26%
CCM
5075
Colorado Capital Management
Colorado
$138M +$16.4M +14% 14.9% 53.4% 74 5.41%