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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
SAM
5376
Simplify Asset Management
Nevada
$110M 12.8% 45% 31
VAS
5377
VR Advisory Services
Cayman Islands
$110M +$4.78M +5% 62.1% 93.7% 24 37.5%
OFW
5378
Omnia Family Wealth
Florida
$110M +$4.76M +5% 7.63% 80.6% 76 11.84%
GB
5379
Gunma Bank
Japan
$110M -$16.6M -13% 11.2% 24.5% 21 42.86%
VSAM
5380
Value Star Asset Management
Hong Kong
$110M 19
LIG
5381
Lokken Investment Group
Delaware
$110M 11% 65.3% 104
SFP
5382
Sandbox Financial Partners
Maryland
$109M 11.5% 69.6% 69
MWM
5383
Midwest Wealth Management
Indiana
$109M 17% 93
PFWA
5384
Paces Ferry Wealth Advisors
Georgia
$109M -$5.45M -5% 14.7% 69.3% 1,322 91.3%
STC
5385
Sarah T. Connolly
$109M 11.5% 35% 88
BBCM
5386
Boardman Bay Capital Management
New York
$109M +$11.9M +12% 35.4% 145% 87 58.62%
MA
5387
Mosaic Advisors
Texas
$109M 12.6% 39.8% 29
FGAM
5388
Financial Gravity Asset Management
Texas
$109M 12.3% 727
RRA
5389
Round Rock Advisors
Connecticut
$109M 15.2% 62.6% 55
MTM
5390
Millennium TVP Management
New York
$109M -$18.2M -14% 9.8% 5 0%
LF
5391
LifeSteps Financial
California
$109M +$14.2M +15% 13.2% 88% 87 13.79%
FIG
5392
Freed Investment Group
Massachusetts
$109M 13.6% 16
NED
5393
Nancy E. Dempze
$109M +$10.3M +10% 12.2% 59.1% 67 5.97%
VCWA
5394
Vanguard Capital Wealth Advisors
Colorado
$109M 22.8% 225% 145
MPIM
5395
McGinn Penninger Investment Management
Virginia
$109M 16.8% 50.2% 33
EFG
5396
Everhart Financial Group
Ohio
$108M 15.4% 113% 80
HPWM
5397
High Pines Wealth Management
Massachusetts
$108M 12.5% 28.3% 40
EL
5398
EQ LLC
Washington
$108M 14.6% 72.9% 48
CWM
5399
Chicago Wealth Management
Illinois
$108M +$19.6M +22% 17.9% 110% 32 31.25%
NIMC
5400
Nierenberg Investment Management Company
Washington
$108M 29.7% 167% 32