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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
6601
Seed Wealth Management
Illinois
$125M +$10.2M +9% 5.62% 49.1% 162 11.11%
EAM
6602
Exane Asset Management
France
$125M -$17.7M -12% 3.07% 77.5% 25 56%
KPPF
6603
Klein Pavlis & Peasley Financial
California
$125M +$12.3M +11% 9.4% 84 13.1%
RL
6604
RPO LLC
Connecticut
$125M +$1.32M +1% 2.43% 62.7% 52 30.77%
OC
6605
Oppenheimer & Close
New York
$125M +$10.9M +10% 15.8% 145% 57 12.28%
VIP
6606
Viewpoint Investment Partners
Alberta, Canada
$125M +$10.4M +9% 4.72% 31.9% 9 0%
PPWM
6607
Perissos Private Wealth Management
Oklahoma
$125M +$13M +12% 4.62% 94 21.28%
SFSG
6608
Sound Financial Strategies Group
Mississippi
$125M +$9.43M +8% 6.65% 18.2% 92 4.35%
FW
6609
Fidato Wealth
Ohio
$124M +$11.3M +10% 7.85% 10 0%
FCC
6610
Florin Court Capital
United Kingdom
$124M +$51.7M +71% 6.7% 88.4% 34 32.35%
BOM
6611
Bank of Marin
California
$124M +$7.91M +7% 5.46% 67.1% 130 11.54%
NF
6612
NavPoint Financial
Minnesota
$124M +$8.91M +8% 7.04% 46 4.35%
EPCA
6613
Elizabeth Park Capital Advisors
Ohio
$124M +$8.33M +7% 19.9% 77.8% 54 38.89%
DWM
6614
Dopkins Wealth Management
New York
$124M -$40.7M -25% 6.54% 64.4% 89 32.58%
WDOM
6615
Wasserstein Debt Opportunities Management
New York
$124M +$13.1M +12% 11% 1 0%
DG
6616
DMC Group
Alabama
$124M +$6.9M +6% 6.34% 67% 136 14.71%
PHIC
6617
Pine Haven Investment Counsel
Massachusetts
$124M +$7.2M +6% 6.05% 72.1% 113 7.08%
ACP
6618
Acuta Capital Partners
California
$123M +$4.73M +4% 25.9% 7,472% 49 48.98%
TWCA
6619
Two West Capital Advisors
Kansas
$123M +$18.6M +18% 5.47% 74 17.57%
FI
6620
Finivi Inc
Massachusetts
$123M +$2.66M +2% 7.64% 96 17.71%
SCM
6621
Spring Capital Management
Texas
$123M -$3.43M -3% 10.5% 62.6% 30 20%
BTC
6622
Bank & Trust Company
Illinois
$123M +$5.42M +5% 6.31% 288 0.69%
BCM
6623
Brooktree Capital Management
Michigan
$123M +$6.18M +5% 6.75% 57.3% 25 8%
CCA
6624
Cruiser Capital Advisors
Connecticut
$123M +$50.9M +71% 9.81% 131% 60 38.33%
TC
6625
Tsai Capital
New York
$123M +$21.5M +21% 3.17% 43.2% 25 4%