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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
SIA
5876
Spectrum Investment Advisors
Wisconsin
$245M +$43.3M +22% 10.5% 77 41.56%
PSAMP
5877
P. Schoenfeld Asset Management (PSAM)
New York
$244M +$60.4M +33% 24.3% 367% 46 50%
RCM
5878
Ravenstone Capital Management
$244M +$44.2M +22% 15.2% 63% 68 38.24%
HWM
5879
HRC Wealth Management
Idaho
$244M +$32.8M +15% 15.5% 66 12.12%
AM
5880
Aspect Management
California
$244M +$20.9M +9% 9.34% 1 0%
IWP
5881
Innova Wealth Partners
Pennsylvania
$244M +$33.1M +16% 10% 68% 193 20.73%
PW
5882
Potentia Wealth
California
$244M -$14.8M -6% 14% 97 46.39%
DA
5883
Dover Advisors
Virginia
$244M +$2.51M +1% 10.1% 65% 167 13.17%
DIGDR
5884
Dynamo Internacional Gestao de Recursos
Brazil
$244M -$47.4M -16% 4.96% 34.1% 7 42.86%
8AFIM
5885
8VC AI Fund I MM
Texas
$244M 6.16% 1
TFM
5886
Trademark Financial Management
Minnesota
$244M +$40M +20% 13.1% 116 19.83%
LFPWM
5887
Leicht Financial Planning & Wealth Management
New Jersey
$244M +$23.6M +11% 10.5% 46.3% 17 17.65%
GU
5888
Georgetown University
District of Columbia
$244M +$23.1M +10% 13.3% 79.9% 11 0%
SHFP
5889
Second Half Financial Partners
Florida
$244M +$21.8M +10% 10.1% 36.8% 122 31.97%
SGWM
5890
Sterling Group Wealth Management
California
$244M +$32.3M +15% 14.9% 67.7% 68 23.53%
GREM
5891
Grey Rock Energy Management
Texas
$244M -$80.7M -25% 24.9% 1 0%
PC
5892
Powers Capital
California
$244M +$32.1M +15% 15.3% 2 0%
CCA
5893
Cypress Capital Advisors
Tennessee
$243M +$58.9M +32% 8.57% 82 12.2%
TC
5894
Tejara Capital
United Kingdom
$243M -$60.1M -20% 6.51% 17.3% 98 58.16%
JP
5895
JNE Partners
United Kingdom
$243M -$1.19M -0.5% 2.94% 100% 7 14.29%
MWA
5896
Motive Wealth Advisors
Michigan
$243M +$30.2M +14% 14.9% 66% 102 15.69%
UWM
5897
Udine Wealth Management
Florida
$243M +$38.3M +19% 18.4% 127% 45 33.33%
NAM
5898
NewGen Asset Management
Ontario, Canada
$243M -$15.9M -6% 4.72% 402% 47 63.83%
LWMI
5899
Legacy Wealth Management (Idaho)
Idaho
$243M +$41.5M +21% 17.8% 1,072 84.51%
TF
5900
Threadgill Financial
Texas
$243M -$102M -30% 10.8% 49.3% 48 33.33%