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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
SWM
6476
Schwallier Wealth Management
Michigan
$123M -$1.06M -0.9% 0.1% 31 16.13%
SA
6477
Sage Advisors
Colorado
$123M +$10.6M +9% 5.18% 26 7.69%
WFS
6478
Widmann Financial Services
Maryland
$123M +$3.88M +3% 0.29% 62.4% 135 29.63%
TFM
6479
Trademark Financial Management
Minnesota
$123M +$2.17M +2% 1.54% 90 20%
APW
6480
Atlantic Private Wealth
North Carolina
$123M +$2.55M +2% 2.08% 46.2% 115 6.09%
DM
6481
Delphi Management
Massachusetts
$123M -$6.26M -5% 1.88% 78% 92 21.74%
KA
6482
Keene & Associates
Texas
$123M -$11.3M -8% 0.38% 20.3% 85 15.29%
SFG
6483
Seamount Financial Group
Colorado
$123M +$8.5M +7% 4.06% 88 4.55%
UL
6484
Unionview LLC
Washington
$122M +$1.6M +1% 2.27% 21.2% 92 2.17%
YEPX
6485
Yorktown Energy Partners XI
New York
$122M -$35.4M -22% 19.9% 139% 4 25%
NJIM
6486
Nabity-Jensen Investment Management
Nebraska
$122M +$811K +0.7% 3.67% 84 25%
TCM
6487
TCG Capital Management
California
$122M +$44.1M +56% 56.4% 66.6% 1 0%
HFS
6488
Hoge Financial Services
Pennsylvania
$122M -$421K -0.3% 1.73% 55 12.73%
SWA
6489
Safir Wealth Advisors
New Hampshire
$122M +$204K +0.2% 2.16% 46.4% 17 11.76%
TCM
6490
Tao Capital Management
California
$122M +$16.4M +16% 19.2% 356% 10 0%
VWMG
6491
Virginia Wealth Management Group
Virginia
$122M -$500K -0.4% 0.38% 42.1% 56 14.29%
BICM
6492
Breach Inlet Capital Management
South Carolina
$122M +$10.2M +9% 2.77% 12 16.67%
CPIM
6493
Coalescence Partners Investment Management
New York
$122M -$4.69M -4% 0.04% 19 63.16%
DSCM
6494
Del-Sette Capital Management
New York
$122M +$83K +0.1% 2.79% 95.6% 49 42.86%
KA
6495
Kure Advisory
Minnesota
$122M +$4.77M +4% 1.12% 39 10.26%
CPA
6496
Clear Point Advisors
New York
$122M +$159K +0.1% 2.4% 606 10.89%
PI
6497
Pelion Inc
Utah
$122M -$34.5M -22% 21.8% 16.9% 4 0%
AWM
6498
Able Wealth Management
New Jersey
$121M +$6.86M +6% 2.29% 92 18.48%
MAG
6499
M3 Advisory Group
Massachusetts
$121M +$11.1M +10% 4.61% 146 20.55%
HB
6500
Hauser Brothers
Germany
$121M -$14.8M -11% 10.1% 10 0%