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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
NIP
5476
Norwood Investment Partners
California
$125M +$13.1M +12% 15.9% 22.2% 13 23.08%
WSWA
5477
Warren Street Wealth Advisors
California
$125M +$25.2M +25% 7.7% 75.7% 68 25%
SIM
5478
Sterling Investment Management
Arizona
$124M +$5.87M +5% 6.84% 44.1% 63 7.94%
RA
5479
Rise Advisors
New York
$124M +$3.8M +3% 6.08% 58.9% 774 4.01%
AC
5480
Avory & Company
Florida
$124M +$6.38M +5% 11.8% 61.6% 29 13.79%
C
5481
CEDRUS
Colorado
$124M +$18.2M +17% 8.47% 19.8% 152 17.11%
WDC
5482
Woodward Diversified Capital
California
$124M +$2.86M +2% 10.5% 84.1% 150 18%
RGMC
5483
Revolution Growth Management Company
District of Columbia
$124M -$78.8M -39% 10.5% 23.5% 4 25%
SCA
5484
Sandy Cove Advisors
Massachusetts
$124M +$12.9M +12% 8.48% 78% 85 16.47%
SV
5485
Sturgeon Ventures
United Kingdom
$124M -$6.34M -5% 7.11% 85.9% 44 29.55%
NVCHI
5486
New Vernon Capital Holdings II
New Jersey
$124M +$28.3M +30% 8.79% 78.2% 81 18.52%
GWM
5487
GoalFusion Wealth Management
Texas
$124M +$18.3M +17% 5.67% 43.6% 22 22.73%
MFG
5488
Monumental Financial Group
Maryland
$124M +$18.3M +17% 6.33% 18.2% 57 57.89%
SM
5489
Scoggin Management
New York
$124M -$17.3M -12% 2.66% 527% 69 69.57%
MFC
5490
Morris Financial Concepts
South Carolina
$124M +$27.2M +28% 8.42% 46.7% 148 20.95%
HG
5491
Herbst Group
Connecticut
$124M +$1.8M +1% 8.59% 139% 76 10.53%
PCM
5492
Praetorian Capital Management
Florida
$124M 22.7% 18
OFW
5493
Omnia Family Wealth
Florida
$124M +$1.9M +2% 8.58% 80.6% 73 20.55%
BFP
5494
Briaud Financial Planning
Texas
$124M +$11.1M +10% 9.72% 81.6% 28 14.29%
APC
5495
Alpine Peaks Capital
New York
$124M +$12.1M +11% 7.81% 17.2% 25 8%
RC
5496
Roubaix Capital
Colorado
$124M +$11.2M +10% 9.27% 104% 64 65.63%
TWM
5497
TLW Wealth Management
Florida
$124M +$8.86M +8% 13.3% 82.1% 20 10%
BCM
5498
Bancreek Capital Management
California
$123M +$7.36M +6% 8.66% 33.6% 27 14.81%
NPT
5499
Nixon Peabody Trust
Massachusetts
$123M +$5.35M +5% 8.83% 85.3% 70 11.43%
CPW
5500
Catalyst Private Wealth
California
$123M -$9.4M -7% 8.58% 103% 78 20.51%