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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
SFP
5351
Sandbox Financial Partners
Maryland
$109M 69
MWM
5352
Midwest Wealth Management
Indiana
$109M 93
PFWA
5353
Paces Ferry Wealth Advisors
Georgia
$109M -$5.22M -5% 1,316
SAM
5354
Simplify Asset Management
Nevada
$109M 24
STC
5355
Sarah T. Connolly
$109M 88
MA
5356
Mosaic Advisors
Texas
$109M 29
FGAM
5357
Financial Gravity Asset Management
Texas
$109M 843
RRA
5358
Round Rock Advisors
Connecticut
$109M 55
MTM
5359
Millennium TVP Management
New York
$109M -$18.2M -14% 5
LF
5360
LifeSteps Financial
California
$109M +$14.2M +15% 87
FIG
5361
Freed Investment Group
Massachusetts
$109M 16
NED
5362
Nancy E. Dempze
$109M +$10.3M +10% 67
VCWA
5363
Vanguard Capital Wealth Advisors
Colorado
$109M 145
MPIM
5364
McGinn Penninger Investment Management
Virginia
$109M 33
EFG
5365
Everhart Financial Group
Ohio
$108M 80
HPWM
5366
High Pines Wealth Management
Massachusetts
$108M 40
EL
5367
EQ LLC
Washington
$108M 48
CWM
5368
Chicago Wealth Management
Illinois
$108M +$19.6M +22% 32
NIMC
5369
Nierenberg Investment Management Company
Washington
$108M 32
FA
5370
Financial Advantage
Maryland
$108M +$2.7M +3% 123
CM
5371
CM Management
Florida
$108M 80
SMF
5372
Sterling Manor Financial
New York
$108M 74
SR
5373
Sloane Robinson
United Kingdom
$108M -$36M -25% 23
ECT
5374
Ebor Charitable Trust
Wyoming
$108M +$11.1M +12% 2
EW
5375
Element Wealth
Mississippi
$108M +$14.6M +16% 158