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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
SR
6426
Syntax Research
Florida
$126M -$4.53M -3% 1.74% 177 5.65%
HWM
6427
Horizons Wealth Management
North Carolina
$126M -$26.2M -17% 0.44% 23% 187 9.09%
SCA
6428
Sippican Capital Advisors
Massachusetts
$126M -$2.23M -2% 0.49% 90.1% 123 15.45%
NCG
6429
Newport Capital Group
New Jersey
$126M 1.24% 50
MAM
6430
Mainsail Asset Management
Alabama
$126M +$3.4M +3% 3.7% 59 15.25%
PWH
6431
Priebe Wealth Holdings
Minnesota
$126M -$2.1M -2% 2.46% 64 18.75%
WWM
6432
Whalen Wealth Management
Nevada
$126M -$8.82M -7% 3.59% 139 46.76%
FFA
6433
Frazier Financial Advisors
Ohio
$126M +$4.14M +3% 0.52% 1,065 17.28%
SCM
6434
Segra Capital Management
Florida
$126M -$4.84M -4% 8.57% 116% 7 57.14%
WWM
6435
Wolff Wiese Magana
California
$126M +$9.78M +8% 5.02% 136% 808 14.11%
MCM
6436
MontVue Capital Management
Virginia
$126M +$12.6M +11% 1.92% 59 22.03%
AUIM
6437
Aegon USA Investment Management
Iowa
$126M -$22.6M -15% 1.9% 39.9% 36 2.78%
IAP
6438
Indie Asset Partners
Indiana
$126M +$13.2M +12% 9.44% 121% 103 18.45%
PWA
6439
Providence Wealth Advisors
Illinois
$125M +$8.3M +7% 4.63% 98.7% 84 9.52%
ICMP
6440
Integrated Capital Management (Pennsylvania)
Pennsylvania
$125M +$3.07M +3% 0.33% 38.3% 82 7.32%
PWA
6441
Primoris Wealth Advisors
Florida
$125M +$143K +0.1% 6.09% 101% 111 26.13%
BWG
6442
Berry Wealth Group
Texas
$125M +$4.68M +4% 2.67% 92 20.65%
CPW
6443
Cove Private Wealth
New York
$125M +$8.05M +7% 7.14% 77 5.19%
CC
6444
Copperleaf Capital
North Carolina
$125M +$9.54M +8% 1.44% 102% 95 11.58%
QM
6445
QVIDTVM Management
Texas
$125M +$819K +0.7% 5.41% 15.4% 10 30%
PIS
6446
POM Investment Strategies
North Carolina
$125M +$2.86M +2% 3.09% 332 27.11%
CCM
6447
Crew Capital Management
Ohio
$125M +$1.59M +1% 3.7% 76.3% 125 15.2%
WWWM
6448
White Wing Wealth Management
Texas
$125M +$4.48M +4% 1.93% 32 15.63%
SHFP
6449
Second Half Financial Partners
Florida
$125M -$99.9M -44% 0.45% 36.8% 70 50%
LWM
6450
Lionsbridge Wealth Management
Florida
$125M -$4.45M -3% 0.37% 55.3% 66 31.82%