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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
RWRC
5601
R.W. Roge & Company
New York
$187M +$12.1M +7% 6.04% 57.7% 50 12%
SVWG
5602
Shared Vision Wealth Group
United States
$187M +$15.3M +9% 6.17% 74 2.7%
KCM
5603
KM Capital Management
Texas
$187M -$6.1M -3% 5.09% 50.5% 48 18.75%
AWA
5604
Adapt Wealth Advisors
Georgia
$187M +$27.2M +17% 5.77% 68 8.82%
ABG
5605
Ally Bridge Group
New York
$187M +$19M +11% 8.7% 942% 34 41.18%
SPA
5606
Shore Point Advisors
New Jersey
$187M +$10.7M +6% 7.16% 51.4% 65 13.85%
AIA
5607
Arcadia Investment Advisors
Idaho
$187M +$10.4M +6% 5.3% 51.4% 81 4.94%
SM
5608
Sabby Management
Florida
$186M +$37.7M +25% 32.6% 95.9% 62 69.35%
CWA
5609
Continuum Wealth Advisors
New York
$186M -$3.66M -2% 4.81% 61.4% 67 26.87%
BSAM
5610
Blue Square Asset Management
New York
$186M +$14.6M +8% 5.99% 104% 76 10.53%
PCS
5611
Private Client Services
Kentucky
$186M +$26.7M +17% 6.04% 180 29.44%
NVCHI
5612
New Vernon Capital Holdings II
New Jersey
$186M +$495K +0.3% 6.61% 78.2% 84 38.1%
PF
5613
Prosperitas Financial
California
$186M +$21.8M +13% 6.12% 73 34.25%
AWM
5614
Aspire Wealth Management
Massachusetts
$186M +$11M +6% 6.1% 26% 197 9.14%
LB
5615
Legacy Bridge
Iowa
$186M +$16M +9% 7.75% 149% 299 6.35%
EBWM
5616
Eagle Bluffs Wealth Management
Missouri
$186M +$13.8M +8% 6.67% 68.6% 74 2.7%
LIA
5617
LSP Investment Advisors
New York
$186M +$9.61M +5% 12.7% 104% 27 3.7%
AFO
5618
Allie Family Office
Florida
$186M +$19.4M +12% 6.91% 50.9% 96 15.63%
MMHP
5619
Murphy Middleton Hinkle & Parker
Georgia
$186M +$13.8M +8% 7.72% 61.7% 139 5.04%
EM
5620
ELCO Management
New York
$185M +$13.5M +8% 6.67% 86.3% 175 17.14%
MTWM
5621
Masso Torrence Wealth Management
New Jersey
$185M +$5.07M +3% 4.67% 130% 101 14.85%
DJC
5622
Daily Journal Corp
California
$185M +$3.1M +2% 3.54% 108% 4 0%
HBT
5623
Heartland Bank & Trust
Illinois
$185M +$9.01M +5% 6.57% 95.5% 156 8.97%
PWM
5624
Penobscot Wealth Management
Maine
$185M +$17.2M +10% 6.3% 50.5% 77 6.49%
RM
5625
Radcliff Management
New York
$185M +$14.2M +8% 8.32% 93.7% 1 0%