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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
SGWM
6226
Sterling Group Wealth Management
California
$106M -$9.79M -8% 3.81% 67.7% 52 5.77%
MCM
6227
McDonough Capital Management
Florida
$106M -$3.12M -3% 3.14% 98.1% 43 4.65%
PSC
6228
Piper Sandler & Co
Minnesota
$106M +$12M +13% 0% 0.04% 16 37.5%
LWM
6229
Lionsbridge Wealth Management
Florida
$105M -$6.43M -6% 1.11% 66% 47 8.51%
MFG
6230
Marmo Financial Group
Tennessee
$105M -$5.24M -5% 3.23% 47.5% 19 15.79%
WBCM
6231
Wilson & Boucher Capital Management
California
$105M -$5.75M -5% 3.51% 69.8% 114 12.28%
QC
6232
Quaero Capital
Switzerland
$105M -$24.8M -19% 3.56% 62.4% 83 20.48%
OCM
6233
Once Capital Management
New York
$105M -$1.9M -2% 4.59% 570% 22 0%
CAAM
6234
Cape Ann Asset Management
United Kingdom
$105M -$6.6M -6% 5.04% 199% 6 0%
RAM
6235
Robocap Asset Management
United Kingdom
$105M +$2.88M +3% 0.67% 259% 27 7.41%
TT
6236
TI-Trust
Illinois
$105M -$3.76M -3% 3.61% 85.8% 109 4.59%
MSRI
6237
Michael S. Ryan Inc
New York
$105M -$3.4M -3% 3.51% 60.4% 59 27.12%
PPL
6238
PATRIZIA Pty Ltd
Australia
$105M -$17M -14% 12.8% 16 6.25%
TC
6239
Tsai Capital
New York
$105M -$5.58M -5% 3.86% 29.2% 25 16%
CP
6240
Camelot Portfolios
Ohio
$105M -$54.9M -34% 2.51% 41.3% 201 33.83%
AGFIA
6241
Accel Growth Fund IV Associates
California
$105M -$19.4M -16% 3.26% 61.4% 2 50%
LTL
6242
Lowery Thomas LLC
California
$105M +$2.88M +3% 3.07% 74.7% 48 4.17%
CWM
6243
Certus Wealth Management
California
$105M +$3.93M +4% 4.22% 64 21.88%
EB
6244
Exchange Bank
California
$104M +$950K +0.9% 2.94% 67.1% 108 11.11%
RCWM
6245
Royal Capital Wealth Management
Indiana
$104M -$1.81M -2% 1.13% 83.8% 104 19.23%
MCA
6246
Magnolia Capital Advisors
Mississippi
$104M -$95.1M -48% 0.16% 78.7% 145 70.34%
PBCM
6247
Point Break Capital Management
Florida
$104M -$193M -65% 6.2% 11 54.55%
ACM
6248
Absolute Capital Management
Pennsylvania
$104M -$4.27M -4% 3.06% 91% 94 34.04%
UMC
6249
UNC Management Company
North Carolina
$104M -$6.73M -6% 3.81% 92% 2 50%
MAG
6250
Mayfair Advisory Group
Alabama
$104M +$3.51M +4% 2.78% 64.6% 135 15.56%