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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
SC
6076
SMA Capital
New York
$209M 5.53% 43
CE
6077
Cornerstone Enterprises
Wisconsin
$209M +$5.67M +3% 0.6% 40 30%
LWMI
6078
Legacy Wealth Management (Idaho)
Idaho
$209M -$12.2M -6% 8.76% 981 26.4%
BHA
6079
Beech Hill Advisors
New York
$209M -$5.18M -2% 4.72% 105% 98 5.1%
SAM
6080
Soviero Asset Management
New York
$209M +$16.1M +8% 15.4% 676% 91 59.34%
RFG
6081
RFP Financial Group
Georgia
$209M -$36.7M -15% 2.89% 53.2% 119 45.38%
HWM
6082
HRC Wealth Management
Idaho
$209M +$3.71M +2% 1.83% 57 5.26%
MCA
6083
Midwest Capital Advisors
Michigan
$209M +$1.31M +0.6% 1.72% 228 23.25%
SS
6084
Sound Stewardship
Kansas
$209M +$253K +0.1% 2.81% 43.2% 69 13.04%
PWG
6085
Private Wealth Group
Florida
$208M +$7.47M +4% 1.35% 48.2% 71 11.27%
FWP
6086
Flatrock Wealth Partners
California
$208M 4.08% 167
SVP
6087
Strategic Value Partners
Connecticut
$208M 7.91% 1
USPCM
6088
Union Square Park Capital Management
New York
$208M -$73.1M -26% 6.77% 75.8% 68 45.59%
ASBI
6089
American State Bank (Iowa)
Iowa
$208M +$11.7M +6% 3.4% 138% 138 5.8%
IFS
6090
Intelligent Financial Strategies
Minnesota
$208M +$2.5M +1% 1.78% 60.6% 75 6.67%
MWM
6091
Meritas Wealth Management
California
$208M +$6M +3% 2.62% 63% 60 5%
OPWM
6092
Oxinas Partners Wealth Management
Indiana
$208M +$21.1M +11% 3.49% 91.4% 138 15.94%
PSF
6093
Pacific Sun Financial
California
$208M +$705K +0.3% 1.24% 70.3% 207 7.73%
LHCM
6094
Lloyd Harbor Capital Management
New York
$208M -$49M -19% 1.41% 144% 25 52%
C
6095
Croban
Ohio
$207M +$57.4M +38% 1.47% 85 10.59%
BAM
6096
Bosun Asset Management
Illinois
$207M +$12.8M +7% 5.04% 278% 82 17.07%
BFP
6097
Beacon Financial Planning
Massachusetts
$207M +$14.2M +7% 1.8% 71.1% 57 17.54%
CWM
6098
Cadence Wealth Management
Massachusetts
$207M +$16.2M +8% 7.21% 56.4% 61 11.48%
CA
6099
CWC Advisors
Oregon
$207M +$2.89M +1% 3.21% 154 7.79%
RCAP
6100
Resolute Capital Asset Partners
Colorado
$207M +$15.8M +8% 20.3% 657% 71 69.01%