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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
PWM
5076
Palumbo Wealth Management
New York
$196M +$13.9M +8% 9.68% 115% 135 22.96%
ODA
5077
One Degree Advisors
California
$196M 8.83% 54
SJIM
5078
St. Johns Investment Management
Florida
$196M +$20.3M +12% 11.5% 80.9% 201 6.47%
GAAM
5079
Guinness Atkinson Asset Management
California
$195M +$15.7M +9% 12.7% 132% 105 0.95%
BIMC
5080
Benson Investment Management Company
Virginia
$195M +$17.4M +10% 12.3% 91.6% 55 38.18%
CWA
5081
Centennial Wealth Advisory
Michigan
$195M +$9.42M +5% 8.71% 57.6% 155 25.81%
UC
5082
Unio Capital
New Jersey
$195M +$10.8M +6% 14.3% 97.8% 41 7.32%
SCA
5083
Sander Capital Advisors
Washington
$195M +$23M +13% 16.3% 68.8% 17 11.76%
DR
5084
Davis Rea
Ontario, Canada
$195M +$10.9M +6% 14.4% 45.7% 41 14.63%
MWM
5085
MBE Wealth Management
Wisconsin
$195M +$21.2M +12% 10.5% 60.9% 98 18.37%
FC
5086
Fusion Capital
South Carolina
$195M +$17.7M +10% 10.8% 100% 76 10.53%
RFP
5087
Roth Financial Partners
Texas
$195M +$35.5M +22% 10.2% 54.3% 28 10.71%
PFG
5088
Pinnacle Financial Group
Illinois
$195M +$27.2M +16% 10.1% 54.3% 63 9.52%
SCA
5089
Sandy Cove Advisors
Massachusetts
$195M +$22.6M +13% 10.6% 78% 129 17.05%
TA
5090
TFB Advisors
Kansas
$195M +$113M +137% 9.78% 80.4% 203 65.02%
BSI
5091
Bennett Selby Investments
Maine
$195M +$23.8M +14% 12.8% 69.8% 62 11.29%
ZIG
5092
Zullo Investment Group
Pennsylvania
$195M +$24.5M +14% 12.8% 116% 153 11.11%
OFW
5093
Omnia Family Wealth
Florida
$195M +$33.8M +21% 10.4% 80.6% 72 20.83%
DW
5094
Dodds Wealth
Colorado
$195M 8.5% 55
FNBSF
5095
First National Bank Sioux Falls
South Dakota
$195M +$27.7M +17% 10.6% 65.4% 131 9.16%
NAM
5096
NewGen Asset Management
Ontario, Canada
$195M +$54.3M +39% 5.96% 402% 35 65.71%
SCGDR
5097
Sharp Capital Gestora de Recursos
Brazil
$195M +$87.2M +81% 19.6% 61.4% 5 40%
OWM
5098
Olympus Wealth Management
Utah
$195M +$20.2M +12% 9.11% 43.1% 23 52.17%
7CM
5099
7G Capital Management
New York
$195M +$14.2M +8% 8.75% 137% 10 40%
RSC
5100
Red Spruce Capital
Pennsylvania
$195M +$18.6M +11% 12% 93.3% 88 5.68%