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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
SWMP
6026
Signature Wealth Management Partners
New Jersey
$199M -$2.83M -1% 2.05% 80.4% 123 8.13%
COA
6027
Crown Oak Advisors
California
$199M -$11.5M -5% 0.76% 23 0%
FCC
6028
Flower City Capital
New York
$199M +$3.27M +2% 1.69% 60.7% 47 8.51%
LCM
6029
LCM Capital Management
Illinois
$199M -$7.6M -4% 1.56% 108% 116 7.76%
SPI
6030
Strategic Planning Inc
Ohio
$199M +$13.7M +7% 4.1% 62 29.03%
PCM
6031
Prospera Capital Management
Arizona
$199M +$1.11M +0.6% 2.1% 45 8.89%
AAG
6032
Asset Advisory Group
New Jersey
$199M -$892K -0.4% 2.04% 121 4.96%
PIM
6033
Pullen Investment Management
Florida
$199M +$9.31M +5% 7.75% 105 14.29%
DCM
6034
Dilation Capital Management
New York
$199M -$18.3M -8% 17.6% 28 60.71%
PFA
6035
Plotkin Financial Advisors
Maryland
$199M -$5.86M -3% 3.56% 71.1% 105 8.57%
CASB
6036
Cape Ann Savings Bank
Massachusetts
$199M +$4.16M +2% 0.57% 72.7% 124 14.52%
DEM
6037
Disciplined Equity Management
Florida
$199M +$6M +3% 3.2% 67.6% 65 33.85%
PMIA
6038
Patrick Mauro Investment Advisor
Illinois
$199M +$7.68M +4% 3.66% 31.7% 43 9.3%
PS
6039
Pennant Select
New Jersey
$199M +$9.91M +5% 1.23% 16 25%
NWMP
6040
Noble Wealth Management PBC
Colorado
$199M -$175K -0.1% 1.74% 655 20.31%
GPW
6041
Gray Private Wealth
Massachusetts
$199M -$5.93M -3% 2.89% 52 9.62%
SPWG
6042
Sage Private Wealth Group
Illinois
$199M +$12.7M +7% 3.12% 67.4% 99 11.11%
NI
6043
Niatross Investments
$199M +$40.7M +26% 13.1% 1 0%
STA
6044
Smith Thornton Advisors
Alabama
$199M +$1.99M +1% 0.08% 133 6.77%
KL
6045
KilterHowling LLC
Colorado
$198M +$978K +0.5% 2.72% 51.3% 54 14.81%
FTIA
6046
Four Tree Island Advisory
New Hampshire
$198M +$17M +9% 10.1% 24 8.33%
TLC
6047
True Light Capital
$198M -$23.8M -11% 8.49% 8 0%
CWM
6048
Comprehensive Wealth Management
Washington
$198M +$28.3M +17% 0.16% 24% 43 16.28%
SCM
6049
Spring Capital Management
Texas
$198M +$220K +0.1% 6.44% 62.6% 49 0%
HIW
6050
Holos Integrated Wealth
Pennsylvania
$198M +$18.5M +10% 0.76% 420 28.1%