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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
SWIM
6176
Smallwood Wealth Investment Management
New Jersey
$190M -$1.31M -0.7% 0.08% 67.4% 545 8.07%
SCM
6177
Sheridan Capital Management
California
$190M -$7.49M -4% 2.77% 35 11.43%
BCPWM
6178
Bradley & Co Private Wealth Management
Florida
$190M +$738K +0.4% 4.2% 229 11.79%
FAG
6179
Financial Architects (Georgia)
Georgia
$190M +$3.66M +2% 0.03% 30 16.67%
LWP
6180
Laurel Wealth Planning
Minnesota
$190M +$9.1M +5% 0.97% 53.1% 60 6.67%
PPA
6181
Pacific Point Advisors
California
$190M +$2.72M +1% 3.76% 147 19.73%
SF
6182
Steffes Financial
Kansas
$189M -$2.02M -1% 4.58% 32 15.63%
PGDP
6183
Pragma Gestao de Patrimonio
Brazil
$189M -$45.5M -19% 5.07% 59.2% 21 23.81%
HFW
6184
Horizon Family Wealth
Illinois
$189M +$1.48M +0.8% 1.52% 59.9% 91 12.09%
NBWM
6185
North Berkeley Wealth Management
California
$189M +$19.7M +12% 0.42% 80 15%
FF
6186
Fortitude Financial
Washington
$189M +$71.1M +60% 3.44% 41 9.76%
MSFP
6187
Mark Sheptoff Financial Planning
Connecticut
$189M -$20.9M -10% 1.72% 85.8% 584 25.86%
GCL
6188
Gouws Capital LLC
North Carolina
$189M -$339K -0.2% 2.2% 114% 59 8.47%
WDOM
6189
Wasserstein Debt Opportunities Management
New York
$189M +$78.1M +70% 72.1% 4 75%
MAS
6190
MPWM Advisory Solutions
Georgia
$189M +$9.23M +5% 2.57% 606 16.01%
TWCA
6191
Two West Capital Advisors
Kansas
$189M +$16.7M +10% 1.22% 105 17.14%
PWM
6192
PTM Wealth Management
United States
$189M +$11.5M +6% 0.54% 61 16.39%
FCCM
6193
First City Capital Management
Georgia
$189M -$597K -0.3% 1.7% 76.5% 162 4.94%
CBT
6194
CoreFirst Bank & Trust
Kansas
$189M +$3.66M +2% 3.56% 61.4% 302 4.64%
MFPI
6195
Midwest Financial Partners Investments
Minnesota
$189M +$8.61M +5% 2.38% 78 14.1%
SFG
6196
Strive Financial Group
Indiana
$189M -$484K -0.3% 3.87% 881 31.56%
GPWM
6197
Grant Private Wealth Management
California
$188M +$22.9M +14% 6.05% 163 22.7%
TIM
6198
Thor Investment Management
Ohio
$188M +$13.8M +8% 10.8% 51 9.8%
JKA
6199
Jones Kertz & Associates
Minnesota
$188M -$6.21M -3% 0.67% 67 7.46%
BI
6200
Beckerman Institutional
New Jersey
$188M +$10.1M +6% 0.28% 122 6.56%