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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
FFWM
6626
Future Financial Wealth Management
Ohio
$114M -$16.2M -12% 2.17% 59.5% 509 76.03%
IG
6627
Inherent Group
New York
$114M -$51.3M -31% 11.3% 61.7% 13 15.38%
GPW
6628
Gentry Private Wealth
Kansas
$114M 3.17% 76
RSWA
6629
Robinson Smith Wealth Advisors
Maine
$114M +$9.5M +9% 2.4% 92 16.3%
SFG
6630
Somnio Financial Group
Connecticut
$113M 0.03% 14
FW
6631
Fidato Wealth
Ohio
$113M +$1.71M +2% 1.21% 10 0%
BSHC
6632
Breed's Hill Capital
Massachusetts
$113M +$4.27M +4% 4.13% 98 10.2%
TIM
6633
Tikehau Investment Management
France
$113M -$10.5M -8% 3.03% 102% 16 6.25%
NL
6634
NDWM LLC
California
$113M +$3.02M +3% 2.1% 34 8.82%
USPCM
6635
Union Square Park Capital Management
New York
$113M -$12.8M -10% 12.6% 47.3% 37 37.84%
PI
6636
Pachira Investments
California
$113M -$9.52M -8% 1.57% 72.6% 48 16.67%
SRB
6637
Shotwell Rutter Baer
Michigan
$113M +$63.5M +129% 0.08% 34 50%
MVA
6638
Mount Vernon Associates
Maryland
$113M -$5.04M -4% 5.91% 119% 56 10.71%
TPCM
6639
Templeton & Phillips Capital Management
Tennessee
$113M +$4.67M +4% 2.25% 70.2% 52 30.77%
SG
6640
Somerset Group
Minnesota
$113M +$6.09M +6% 4.93% 68.2% 65 12.31%
FC
6641
Fairscale Capital
New Hampshire
$113M 5.61% 363
KPPF
6642
Klein Pavlis & Peasley Financial
California
$113M +$1.93M +2% 0.3% 85 20%
MC
6643
Marest Capital
California
$113M +$4.06M +4% 5.68% 26 34.62%
PSB
6644
Piscataqua Savings Bank
New Hampshire
$113M -$760K -0.7% 2.41% 85.5% 405 15.06%
S2L
6645
Sparta 24 Ltd
Israel
$112M -$156K -0.1% 6.13% 93.1% 15 53.33%
DW
6646
Durante & Waters
New York
$112M +$2.88M +3% 1.95% 33 12.12%
AWM
6647
Allen Wealth Management
North Carolina
$112M -$1.02M -0.9% 0.69% 58 1.72%
EAM
6648
Exome Asset Management
New York
$112M -$4.46M -4% 0.6% 80 68.75%
RH
6649
RenaissanceRe Holdings
Bermuda
$112M -$5.97M -5% 4.95% 48.4% 3 0%
IPAM
6650
Investment Partners Asset Management
New Jersey
$112M +$1.5M +1% 3.93% 139 5.04%