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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
PWM
5901
Penobscot Wealth Management
Maine
$115M +$11.7M +11% 9.12% 50.5% 63 7.94%
SCM
5902
Soros Capital Management
New York
$115M -$31.2M -21% 27.7% 732% 38 36.84%
TS
5903
Twin Securities
New York
$115M -$99.9M -47% 26.9% 506% 32 81.25%
TWP
5904
Tower Wealth Partners
Pennsylvania
$115M +$9.47M +9% 8.25% 53.7% 54 11.11%
AWM
5905
Aspire Wealth Management
Massachusetts
$115M +$8.71M +8% 7.46% 26% 201 18.91%
FSI
5906
Flow State Investments
Illinois
$115M 16.1% 171
MFG
5907
MTM Financial Group
Pennsylvania
$115M +$4.18M +4% 7.65% 36.5% 49 6.12%
CA
5908
Cresta Advisors
Texas
$115M +$33.6M +41% 6.37% 59.1% 37 21.62%
MA
5909
Mezzasalma Advisors
New Jersey
$115M -$11.2M -9% 2.89% 194% 86 10.47%
MA
5910
Mudita Advisors
United Kingdom
$115M +$6.84M +6% 14.9% 143% 21 19.05%
CCMI
5911
Creative Capital Management Investments
California
$115M 7.91% 50.7% 233
LFA
5912
Legend Financial Advisors
Pennsylvania
$114M +$7.99M +8% 8.98% 117% 257 14.79%
SI
5913
Salesforce Inc
California
$114M -$11.9M -9% 6.94% 33.9% 2 0%
SC
5914
Settian Capital
New York
$114M +$23.1M +25% 7.35% 62.5% 38 23.68%
KCG
5915
Kinsale Capital Group
Virginia
$114M +$19.4M +20% 10.1% 70.9% 26 92.31%
RWM
5916
Refined Wealth Management
Utah
$114M +$3.45M +3% 3.21% 76.8% 26 3.85%
CWM
5917
CarsonAllaria Wealth Management
Illinois
$114M +$6.58M +6% 8.04% 51.7% 376 13.56%
SW
5918
Signify Wealth
Missouri
$114M +$20.2M +21% 1.43% 36.7% 35 42.86%
PIP
5919
PB Investment Partners
California
$114M +$12.5M +12% 14% 81.1% 11 9.09%
SM
5920
Sabby Management
Florida
$114M +$34.8M +44% 26.1% 95.5% 142 40.85%
AWMNH
5921
Arcadia Wealth Management (New Hampshire)
New Hampshire
$114M 7.2% 50.2% 59
CG
5922
Clarus Group
Texas
$114M +$4.23M +4% 8.85% 65.5% 100 15%
IWP
5923
Innova Wealth Partners
Pennsylvania
$114M +$4.22M +4% 6.84% 68% 68 41.18%
HBW
5924
Hazlett, Burt & Watson
West Virginia
$114M +$10.5M +10% 10.2% 97.1% 657 7.15%
PPG
5925
Peak Planning Group
Colorado
$114M +$5.61M +5% 7.11% 105% 83 10.84%