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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
SCA
6626
Sippican Capital Advisors
Massachusetts
$133M -$4.58M -3% 0.97% 90.1% 113 4.42%
TMWM
6627
Taylor & Morgan Wealth Management
Michigan
$133M -$9.7M -7% 5.15% 75.5% 73 10.96%
MW
6628
Members Wealth
Pennsylvania
$133M -$1.37M -1% 1.74% 114 14.04%
SCM
6629
Shorepath Capital Management
Utah
$133M -$7.3M -5% 3.32% 23 0%
CSI
6630
Cross Staff Investments
New York
$132M -$11.1M -8% 0.15% 81.2% 126 5.56%
PCA
6631
Purkiss Capital Advisors
Connecticut
$132M +$16.6M +14% 4.73% 117 21.37%
BH
6632
Burk Holdings
Oklahoma
$132M +$8.79M +7% 0.13% 59 6.78%
SWM
6633
Sagace Wealth Management
Florida
$132M -$1.36M -1% 0.37% 65 10.77%
PM
6634
Penbrook Management
New York
$132M -$14.3M -10% 5.7% 103% 115 11.3%
SFA
6635
Salus Financial Advisors
Colorado
$132M +$4.5M +4% 0.67% 36 13.89%
MG
6636
McHugh Group
Ohio
$132M -$1.77M -1% 2.73% 71 11.27%
MSA
6637
McAlister Sweet & Associates
Texas
$132M -$8.47M -6% 4.2% 75.8% 33 48.48%
SPWG
6638
Sage Private Wealth Group
Illinois
$132M -$1.13M -0.8% 1.96% 56.7% 93 12.9%
NLWP
6639
Next Level Wealth Planning
Idaho
$132M +$4.91M +4% 2.87% 53 26.42%
PWA
6640
Providence Wealth Advisors
Illinois
$132M -$91.3K -0.1% 0.57% 98.7% 88 15.91%
ACM
6641
Arlington Capital Management
Illinois
$132M -$12.7M -9% 1% 154% 98 30.61%
HC
6642
Hurley Capital
New York
$132M +$7.53M +6% 0.52% 538 31.04%
SMWM
6643
Silvia McColl Wealth Management
California
$132M -$1.55M -1% 0.72% 76.1% 113 9.73%
LPFG
6644
Landing Point Financial Group
Ohio
$132M +$845K +0.6% 3.38% 75 16%
AWM
6645
Alterna Wealth Management
Texas
$132M +$13.3M +11% 1.26% 48% 121 24.79%
PC
6646
Promus Capital
Illinois
$132M +$1.37M +1% 0.01% 315 5.71%
DAM
6647
Diamant Asset Management
Connecticut
$132M -$24.6M -16% 0.92% 63.6% 74 2.7%
BI
6648
Bradyco Inc
Massachusetts
$132M -$30.2M -19% 0.34% 52 5.77%
BDS
6649
Banco de Sabadell
Florida
$132M +$4.08M +3% 0.94% 66% 59 6.78%
DWM
6650
DecisionMap Wealth Management
Virginia
$131M +$5.29M +4% 1.46% 122 12.3%