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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
SFMG
5151
Sage Financial Management Group
Virginia
$143M -$2.95M -2% 12.1% 47.3% 34 17.65%
WAM
5152
WFA Asset Management
Wisconsin
$143M -$9.87M -6% 11.3% 60% 240 18.75%
NCM
5153
NCM Capital Management
New Jersey
$143M -$16.2M -10% 11.6% 105% 191 14.66%
SFS
5154
Solitude Financial Services
Virginia
$143M -$17.4M -11% 14.1% 55.4% 47 25.53%
1W
5155
1776 Wealth
Georgia
$143M -$30.7M -18% 16.5% 90.4% 135 15.56%
AEPBI
5156
AH Equity Partners Bio II
California
$142M -$31.2M -18% 8.75% 4 0%
RIM
5157
Reliant Investment Management
Tennessee
$142M -$52.5M -27% 14.6% 122% 60 25%
MAWCM
5158
Mine & Arao Wealth Creation & Management
California
$142M -$28.3M -17% 16.6% 92% 339 9.44%
KFO
5159
Kopp Family Office
Minnesota
$142M -$42.7M -23% 23.1% 34% 14 0%
BMCM
5160
Burns Matteson Capital Management
New York
$142M -$1.38M -1% 9.77% 144% 160 55%
SFP
5161
Sterling Financial Planning
New Jersey
$142M -$16.6M -10% 13.3% 55.5% 99 14.14%
OA
5162
Operose Advisors
Wisconsin
$142M -$2.53M -2% 13% 68.8% 326 9.51%
MC
5163
Muzinich & Co
New York
$142M -$68.1M -32% 15.2% 9.67% 63 41.27%
LWP
5164
Laurel Wealth Planning
Minnesota
$142M -$6.04M -4% 12.2% 53.1% 293 20.48%
APIM
5165
Agate Pass Investment Management
Washington
$142M -$18.2M -11% 10.5% 68% 97 9.28%
WB
5166
West Bancorporation
Iowa
$142M -$19.2M -12% 12.4% 64.4% 331 16.62%
CWA
5167
Clarus Wealth Advisors
Arizona
$142M -$18.7M -12% 14.7% 124 33.06%
TWM
5168
Triton Wealth Management
Arizona
$142M -$50.9M -26% 17.9% 100 22%
GB
5169
Goepper Burkhardt
South Carolina
$142M -$22.8M -14% 12% 50.4% 69 13.04%
SIC
5170
Samalin Investment Counsel
New York
$142M -$23.1M -14% 12.9% 62.8% 258 15.12%
JPLA
5171
Joseph P. Lucia & Associates
New York
$142M -$22.7M -14% 14.9% 74.3% 528 16.67%
AWM
5172
Activest Wealth Management
Florida
$142M -$13.9M -9% 16.2% 105% 408 16.67%
WC
5173
Westhampton Capital
North Carolina
$142M -$13.7M -9% 10.2% 95.6% 120 10%
MMFA
5174
Main Management Fund Advisors
California
$141M -$13.1M -8% 13.3% 80% 11 63.64%
ACM
5175
Ayrshire Capital Management
Connecticut
$141M -$28.2M -17% 12.3% 78.4% 54 5.56%