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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
SSWM
5651
Strait & Sound Wealth Management
California
$160M +$43.7M +37% 8.9% 74% 139 15.11%
ARIS
5652
Advanced Research Investment Solutions
California
$160M +$5.79M +4% 9.51% 13.1% 32 9.38%
MA
5653
Minerva Advisors
Pennsylvania
$160M +$17M +12% 24.6% 166% 65 13.85%
CBC
5654
Coombe, Bender & Co
New York
$160M +$27.1M +20% 8.76% 81 17.28%
IWA
5655
Invera Wealth Advisors
Oregon
$160M 12.1% 93
T
5656
Tidemark
California
$160M 8.53% 693
EW
5657
Element Wealth
Mississippi
$160M +$21M +15% 8.54% 59.6% 271 12.55%
SCM
5658
Spreng Capital Management
Ohio
$160M +$23.4M +17% 11.5% 72.5% 82 4.88%
SI
5659
SQN Investors
California
$160M -$13.2M -8% 22.9% 23 39.13%
TWM
5660
Trueblood Wealth Management
Ohio
$159M 10.4% 208
GCM
5661
Granby Capital Management
Florida
$159M +$30.2M +23% 7.49% 50% 25 32%
BRG
5662
Bay Rivers Group
Virginia
$159M +$29.3M +23% 14.6% 166% 73 13.7%
RHAM
5663
Round Hill Asset Management
California
$159M +$7.16M +5% 12.3% 43.2% 61 4.92%
WDC
5664
Woodward Diversified Capital
California
$159M +$20.3M +15% 5.52% 107% 174 22.41%
MI
5665
Mango Investments
Colorado
$159M 5.25% 24
BI
5666
Berkeley Inc
Idaho
$159M +$12.5M +9% 10.1% 40.9% 83 19.28%
AFC
5667
AFT Forsyth & Company
Florida
$159M +$22.5M +16% 14% 135% 139 11.51%
OCP
5668
Oakcliff Capital Partners
New York
$159M +$13.2M +9% 8.58% 133% 10 10%
FCM
5669
Findell Capital Management
New York
$159M 6.48% 18
SIAS
5670
Summit Investment Advisory Services
Minnesota
$159M +$23.9M +18% 11.8% 68.3% 65 18.46%
SC
5671
Swan Capital
Florida
$159M +$33.4M +27% 11.1% 47.9% 32 6.25%
WWP
5672
Walden Wealth Partners
Ohio
$159M 11.3% 84
KF
5673
KKM Financial
Illinois
$159M 11.7% 125
NRW
5674
Nova R Wealth
Kansas
$159M +$13.9M +10% 8.89% 54.5% 64 14.06%
HHRDM
5675
H&H Retirement Design & Management
Nevada
$159M +$14.2M +10% 8.86% 38.4% 69 26.09%