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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
SV
5701
Sturgeon Ventures
United Kingdom
$124M -$6.34M -5% 7.11% 85.9% 44 29.55%
NVCHI
5702
New Vernon Capital Holdings II
New Jersey
$124M +$28.3M +30% 8.79% 114% 81 18.52%
GWM
5703
GoalFusion Wealth Management
Texas
$124M +$18.3M +17% 5.67% 43.6% 22 22.73%
LWM
5704
Lodestone Wealth Management
Washington
$124M 10.8% 81.1% 119
MFG
5705
Monumental Financial Group
Maryland
$124M +$18.3M +17% 6.33% 18.2% 57 57.89%
SM
5706
Scoggin Management
New York
$124M -$17.3M -12% 2.66% 889% 69 69.57%
MFC
5707
Morris Financial Concepts
South Carolina
$124M +$27.2M +28% 8.42% 56.5% 148 20.95%
LAM
5708
Lakewood Asset Management
Illinois
$124M 9.88% 65.3% 315
HG
5709
Herbst Group
Connecticut
$124M +$1.8M +1% 8.59% 139% 76 10.53%
PCM
5710
Praetorian Capital Management
Florida
$124M 22.7% 18
OFW
5711
Omnia Family Wealth
Florida
$124M +$1.9M +2% 8.58% 80.6% 73 20.55%
BFP
5712
Briaud Financial Planning
Texas
$124M +$11.1M +10% 9.72% 93.1% 28 14.29%
APC
5713
Alpine Peaks Capital
New York
$124M +$12.1M +11% 7.81% 24.3% 25 8%
RC
5714
Roubaix Capital
Colorado
$124M +$11.2M +10% 9.27% 174% 64 65.63%
TWM
5715
TLW Wealth Management
Florida
$124M +$8.86M +8% 13.3% 82.9% 20 10%
BCM
5716
Bancreek Capital Management
California
$123M +$7.36M +6% 8.66% 33.6% 27 14.81%
NPT
5717
Nixon Peabody Trust
Massachusetts
$123M +$5.35M +5% 8.83% 85.3% 70 11.43%
TCM
5718
True Capital Management
California
$123M 2.32% 121
CPW
5719
Catalyst Private Wealth
California
$123M -$9.4M -7% 8.58% 103% 78 20.51%
LHA
5720
Little Harbor Advisors
Massachusetts
$123M +$1.02M +0.8% 6.33% 59% 4 50%
FGG
5721
Financial Guidance Group
Florida
$123M -$1.85M -1% 8.23% 52% 53 13.21%
HWM
5722
Horizon Wealth Management
Illinois
$123M -$13.7M -10% 4.08% 97.2% 74 10.81%
LI
5723
Latash Investments
Alaska
$123M -$1.55M -1% 3.17% 110% 23 8.7%
BAM
5724
Boyar Asset Management
New York
$123M +$1.22M +1% 12% 75.5% 86 12.79%
MAM
5725
MMA Asset Management
Pennsylvania
$123M +$6.8M +6% 7.97% 54.3% 110 22.73%