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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
A
5601
Atomvest
Hong Kong
$111M +$1.02M +0.9% 23.1% 90% 2 0%
FMC
5602
Financial Management Concepts
Florida
$111M +$7.89M +8% 6.21% 27 29.63%
AWP
5603
Accretive Wealth Partners
New Jersey
$111M +$9.87M +10% 4.87% 57.3% 100 11%
VFG
5604
V2 Financial group
Illinois
$111M +$12.2M +12% 6.38% 63.3% 69 27.54%
BA
5605
Bluesphere Advisors
Pennsylvania
$111M +$17.4M +19% 4.77% 93.4% 97 21.65%
CWM
5606
Cadence Wealth Management
Massachusetts
$111M 0.19% 56.4% 32
SHWM
5607
Silicon Hills Wealth Management
Texas
$111M +$90K +0.1% 4.03% 30.9% 88 14.77%
EM
5608
ELCO Management
New York
$111M -$5.46M -5% 9.42% 93% 139 20.86%
CCP
5609
Cassia Capital Partners
North Carolina
$110M +$6.99M +7% 2.05% 55% 27 33.33%
VBCG
5610
Valley Brook Capital Group
Pennsylvania
$110M +$9.34M +9% 6.05% 106% 492 19.92%
PHIMC
5611
Private Harbour Investment Management & Counsel
Ohio
$110M +$9.25M +9% 3.03% 82.6% 59 10.17%
ACA
5612
Apis Capital Advisors
New York
$110M +$6.7M +6% 19% 1,532% 54 50%
NCMW
5613
Northern Capital Management (Washington)
Washington
$110M +$7.28M +7% 7.4% 80% 42 4.76%
SWM
5614
Selective Wealth Management
Virginia
$110M -$44.9M -29% 8.68% 62.6% 440 23.86%
RFG
5615
Range Financial Group
Oregon
$110M 11.3% 188% 134
EFEM
5616
Eos Focused Equity Management
New York
$110M +$7.22M +7% 9.33% 55.7% 36 27.78%
TLCM
5617
Tiger Legatus Capital Management
New York
$110M +$20M +22% 7.68% 19.1% 19 36.84%
7CM
5618
7G Capital Management
New York
$109M -$17M -13% 3.37% 137% 5 20%
ZC
5619
Zeit Capital
Colorado
$109M +$4.24M +4% 4.36% 51.6% 42 14.29%
HBT
5620
Heartland Bank & Trust
Illinois
$109M -$3.2M -3% 5.39% 105% 122 17.21%
TC
5621
Touchstone Capital
Pennsylvania
$109M +$10.9M +11% 12.7% 15 0%
ASA
5622
Armstrong Shaw Associates
Connecticut
$109M +$7.39M +7% 8.36% 51.2% 43 9.3%
LWP
5623
Laurel Wealth Planning
Minnesota
$109M +$6.8M +7% 5.05% 53.1% 142 11.97%
SWA
5624
Safir Wealth Advisors
New Hampshire
$109M +$1.42M +1% 2.13% 46.4% 41 68.29%
OP
5625
Osmium Partners
California
$109M +$33.4M +44% 42.1% 28.4% 17 47.06%