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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
SPWM
5451
Straight Path Wealth Management
Michigan
$111M +$9.27M +9% 1.88% 63.5% 79 15.19%
IAG
5452
Investmark Advisory Group
Connecticut
$111M +$10.2M +10% 6.31% 53.2% 103 19.42%
SC
5453
Stephens Consulting
Michigan
$111M -$11.6M -9% 5.14% 50.1% 572 6.47%
SWIM
5454
Smallwood Wealth Investment Management
New Jersey
$111M +$12.6M +13% 4.34% 67.4% 78 26.92%
WWM
5455
Westwood Wealth Management
California
$111M +$24.6M +28% 5.52% 254% 45 15.56%
ADBIC
5456
A.D. Beadell Investment Counsel
Wisconsin
$111M -$9.12M -8% 6.69% 74.9% 83 26.51%
6C
5457
6elm Capital
New York
$111M +$53.9M +94% 4.79% 15 40%
SCA
5458
Sandy Cove Advisors
Massachusetts
$111M +$1.1M +1% 4.53% 78% 80 11.25%
SAM
5459
Silphium Asset Management
United Kingdom
$111M +$45.2M +69% 24% 107% 54 66.67%
WAM
5460
Walker Asset Management
Missouri
$111M +$154K +0.1% 1.37% 75.9% 92 9.78%
UAM
5461
Unison Asset Management
Florida
$111M +$8.71M +9% 3.86% 84% 34 26.47%
WFA
5462
WMG Financial Advisors
Tennessee
$111M -$4.3M -4% 6.11% 68% 154 16.23%
SI
5463
Schusterman Interests
Oklahoma
$111M +$16.4M +17% 16.6% 576% 14 28.57%
WOSD
5464
WFA of San Diego
California
$111M -$5.79M -5% 3.94% 438 80.59%
ACMA
5465
Arbor Capital Management (Alaska)
Alaska
$111M +$6.01M +6% 0.36% 56.6% 103 10.68%
BFA
5466
Buttonwood Financial Advisors
Maryland
$111M +$64K +0.1% 4.51% 66.3% 73 5.48%
RCM
5467
Riverpark Capital Management
New York
$111M -$9.32M -8% 1.23% 152% 34 23.53%
NFG
5468
Northeast Financial Group
Pennsylvania
$111M -$7.59M -6% 4.81% 31.6% 36 22.22%
PCMM
5469
Piedmont Capital Management (Montana)
Montana
$111M +$13.5M +14% 4.69% 76.1% 44 22.73%
LCM
5470
Lynx1 Capital Management
Puerto Rico
$111M -$6.52M -6% 5.46% 779% 12 0%
RWM
5471
Refined Wealth Management
Utah
$111M -$1M -0.9% 2.31% 76.8% 25 0%
KCFA
5472
Key Client Fiduciary Advisors
New Jersey
$111M +$7.89M +8% 5.48% 95.1% 119 12.61%
MFG
5473
MTM Financial Group
Pennsylvania
$111M -$3.47M -3% 3.57% 30.2% 50 8%
FB
5474
First Bancorp
Maine
$110M +$4.73M +4% 6.38% 58.1% 112 11.61%
BC
5475
Bowman & Company
Wisconsin
$110M -$4.22M -4% 4.69% 59.7% 86 19.77%