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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
LHCM
5426
Lloyd Harbor Capital Management
New York
$167M -$94.2M -36% 3.75% 206% 23 52.17%
DCM
5427
Decatur Capital Management
Georgia
$167M +$28.3M +20% 13.9% 132% 55 14.55%
SV
5428
Sapphire Ventures
Texas
$167M -$6.82M -4% 18% 20.2% 8 12.5%
OWA
5429
ORBA Wealth Advisors
Illinois
$167M 9.47% 92
CWM
5430
Castle Wealth Management
Florida
$167M +$26.5M +19% 10.2% 48.6% 120 18.33%
JGGDR
5431
JGP Global Gestao de Recursos
Brazil
$167M +$8.65M +5% 6.87% 206% 69 44.93%
EWP
5432
Elevation Wealth Partners
California
$167M +$51M +44% 10.1% 63.7% 447 23.04%
NIMC
5433
Nierenberg Investment Management Company
Washington
$167M +$27.5M +20% 16.7% 167% 49 38.78%
RF
5434
Robbins Farley
New Hampshire
$167M +$18.6M +13% 12.6% 98.2% 200 21.5%
SRWM
5435
Shira Ridge Wealth Management
California
$167M +$14.4M +9% 10.6% 64.9% 74 9.46%
EWA
5436
Etesian Wealth Advisors
Oregon
$166M +$17.9M +12% 10.2% 54.8% 111 5.41%
NECFA
5437
New England Capital Financial Advisors
Connecticut
$166M +$21.4M +15% 11.5% 55.6% 418 8.85%
SM
5438
Sensible Money
Arizona
$166M +$24.7M +17% 11% 52.1% 78 10.26%
OCP
5439
OCO Capital Partners
New York
$166M +$30.7M +23% 10.7% 679% 4 25%
RFG
5440
Range Financial Group
Oregon
$166M +$15.2M +10% 12.4% 188% 183 30.6%
LAI
5441
Legal Advantage Investments
California
$166M +$26.4M +19% 18.3% 105% 101 11.88%
FA
5442
Financial Avengers
California
$166M +$16.7M +11% 14.1% 117% 183 4.37%
CWA
5443
Consilium Wealth Advisory
Texas
$166M +$23.5M +16% 11.6% 91.5% 89 11.24%
HFP
5444
Holistic Financial Partners
Indiana
$166M +$15.6M +10% 9.4% 95.7% 125 19.2%
AFM
5445
Abbot Financial Management
Massachusetts
$166M +$17.5M +12% 12% 80.5% 116 4.31%
VAMG
5446
Voisard Asset Management Group
Michigan
$166M 8.03% 384
PIA
5447
Pinion Investment Advisors
Kansas
$166M +$12.2M +8% 10.1% 61.8% 173 24.28%
SIAG
5448
Signet Investment Advisory Group
Rhode Island
$166M +$15.7M +10% 9.57% 59.9% 67 5.97%
CWG
5449
Crown Wealth Group
North Carolina
$166M +$33M +25% 11.3% 86.2% 105 40%
MSFP
5450
Mark Sheptoff Financial Planning
Connecticut
$166M +$10.2M +7% 8.82% 85.8% 412 10.92%