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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
SIS
5376
Susquehanna International Securities
Ireland
$141M +$88M +165% 19.1% 2.8% 37 67.57%
APIM
5377
Agate Pass Investment Management
Washington
$141M +$10.3M +8% 9.65% 68% 95 7.37%
SW
5378
StrongBox Wealth
Missouri
$141M +$3.4M +2% 7.11% 57.8% 85 15.29%
CCP
5379
Cunning Capital Partners
North Carolina
$141M +$15.1M +12% 13.7% 268% 83 27.71%
SC
5380
Scholtz & Company
Connecticut
$141M +$1.24M +0.9% 9.77% 89.2% 52 25%
SL
5381
SIB LLC
New York
$141M +$9.99M +8% 11.6% 29.2% 18 0%
AWM
5382
AAF Wealth Management
Massachusetts
$141M +$15.7M +13% 10.2% 65.8% 46 21.74%
NECFA
5383
New England Capital Financial Advisors
Connecticut
$141M 6.57% 55.6% 442
SFG
5384
Socha Financial Group
New York
$141M +$24.5M +21% 5.43% 81.5% 23 26.09%
CHA
5385
Cooper/Haims Advisors
New York
$141M +$20.2M +17% 6.82% 53.1% 77 16.88%
GIA
5386
Goodwin Investment Advisory
Georgia
$141M +$8.78M +7% 4.29% 60.8% 246 20.73%
BC
5387
Bullfrog Capital
California
$141M -$28.7M -17% 16.4% 3 0%
RI
5388
Ridgewood Investments
New Jersey
$141M +$20.6M +17% 11.3% 210 22.86%
TLA
5389
Tanglewood Legacy Advisors
Texas
$141M 7.88% 61.1% 247
LB
5390
Legacy Bridge
Iowa
$141M +$15.3M +12% 11.3% 225% 306 6.86%
RMSCM
5391
R.M. Sincerbeaux Capital Management
New York
$141M +$13.6M +11% 12.2% 76.4% 44 4.55%
FWA
5392
FSM Wealth Advisors
Ohio
$141M +$20.2M +17% 8.85% 62.8% 148 16.22%
JGGDR
5393
JGP Global Gestao de Recursos
Brazil
$141M +$22.1M +19% 1.15% 206% 74 43.24%
AFG
5394
AFS Financial Group
Maryland
$141M 9.58% 88
TWM
5395
Trinity Wealth Management
Pennsylvania
$140M +$15.7M +13% 5.76% 53.5% 42 19.05%
MGB
5396
Mass General Brigham
Massachusetts
$140M -$51.9M -27% 3.12% 5 40%
BDFN
5397
Bond & Devick Financial Network
Minnesota
$140M +$19.4M +16% 7.77% 41.2% 126 14.29%
BCFD
5398
Boit C.F. David
$140M +$17.3M +14% 15.3% 75.4% 109 1.83%
ADMI
5399
Albert D. Mason Inc
Massachusetts
$140M +$15.4M +12% 10.6% 82% 161 10.56%
ZC
5400
Zoom Communications
California
$140M +$10.1M +8% 8.04% 10.7% 3 0%