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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
IFS
6426
Intelligent Financial Strategies
Minnesota
$208M +$15.9M +8% 9.62% 60.6% 62 3.23%
SCM
6427
Sheridan Capital Management
California
$208M +$18.1M +10% 9.64% 32 6.25%
WBWA
6428
William B. Walkup & Associates
South Carolina
$208M +$40.2M +24% 16.6% 266 41.73%
SCM
6429
Stonebridge Capital Management
California
$208M -$12.3M -6% 33.3% 89 31.46%
BWA
6430
Babb Wealth Advisors
Arizona
$207M +$24.6M +13% 9.09% 20 10%
BP
6431
BCK Partners
New York
$207M +$22.2M +12% 11.1% 44.6% 28 7.14%
SBA
6432
Seven Bridges Advisors
New York
$207M 16.1% 16
RFMS
6433
RWQ Financial Management Services
Florida
$207M +$53.9M +35% 38.5% 415% 27 29.63%
EAM
6434
Everstar Asset Management
North Carolina
$207M +$19.4M +10% 7.96% 213 17.84%
TDWM
6435
Topel & Distasi Wealth Management
California
$207M +$13.8M +7% 9.28% 40% 59 5.08%
RWP
6436
Ridgecrest Wealth Partners
California
$207M +$26.1M +14% 15.8% 89.7% 114 18.42%
LPCM
6437
Lynwood Price Capital Management
Texas
$207M +$20.9M +11% 19.8% 16 31.25%
CPW
6438
Catalyst Private Wealth
California
$207M +$22.5M +12% 15.6% 103% 85 14.12%
SWP
6439
Semus Wealth Partners
Florida
$207M +$27.9M +16% 16.5% 88.7% 121 16.53%
HA
6440
Hofer & Associates
California
$207M +$20.8M +11% 9.76% 54.2% 71 11.27%
MKW
6441
Mullaney, Keating & Wright
Connecticut
$207M +$22.7M +12% 11.7% 75 10.67%
AWS
6442
Aspen Wealth Strategies
Colorado
$207M +$19.3M +10% 11.1% 65.8% 91 3.3%
GGI
6443
GordonMD Global Investments
California
$207M +$63.1M +44% 29.6% 17 11.76%
OPF
6444
Old Peak Finance
North Carolina
$207M +$35.4M +21% 11.4% 107 26.17%
AWP
6445
Avid Wealth Partners
Texas
$207M -$5.01M -2% 14.9% 87 29.89%
SPI
6446
Sutton Place Investors
New York
$207M +$23.7M +13% 17.2% 74.3% 155 16.77%
AP
6447
Andera Partners
$206M +$29.6M +17% 8.14% 8 12.5%
HI
6448
Harrington Investments
California
$206M +$16.4M +9% 23.3% 92.5% 85 4.71%
CC
6449
Corsicana & Co
Texas
$206M +$48.5M +31% 14% 334 24.85%
SG
6450
Stephens Group
Arkansas
$206M +$34.8M +20% 32.4% 33.8% 4 0%