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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
MAG
6701
M3 Advisory Group
Massachusetts
$110M +$25M +29% 9.91% 134 24.63%
PPWM
6702
Perissos Private Wealth Management
Oklahoma
$110M 10% 77
PWP
6703
PrairieView Wealth Partners
Illinois
$110M +$10.2M +10% 4.93% 19 21.05%
GSC
6704
Ground Swell Capital
South Carolina
$110M +$83M +305% 2.17% 56.2% 133 93.98%
SPWM
6705
Schrum Private Wealth Management
Florida
$110M +$39.7M +56% 8.1% 54.8% 132 27.27%
CCM
6706
Chiron Capital Management
Florida
$110M -$4.84M -4% 4.85% 126 21.43%
TGM
6707
Tenzing Global Management
California
$110M -$18.5M -14% 12.8% 218% 18 55.56%
SHF
6708
Stage Harbor Financial
Massachusetts
$110M +$6.17M +6% 6.24% 45 13.33%
CF
6709
Concorde Financial
Texas
$110M -$36.1M -25% 9.39% 85.6% 41 21.95%
AFP
6710
Alpha Financial Partners
Kentucky
$110M +$8.53M +8% 7.83% 51.3% 88 25%
OWG
6711
Oxford Wealth Group
Florida
$110M 15% 60
NL
6712
NDWM LLC
California
$110M +$5.89M +6% 4.95% 33 15.15%
SHFA
6713
Sherrill & Hutchins Financial Advisory
Georgia
$110M +$3.42M +3% 4.64% 10 20%
CS
6714
Crescent Sterling
Louisiana
$110M +$9.48M +9% 9.86% 58.4% 81 7.41%
NC
6715
Nightview Capital
Texas
$110M -$41.7M -28% 11.8% 142% 21 23.81%
HC
6716
Hoese & Co
Minnesota
$110M +$7.53M +7% 7.58% 46.3% 146 6.16%
GSP
6717
Grafton Street Partners
Florida
$110M +$11M +11% 2.69% 12 8.33%
VAM
6718
Vienna Asset Management
California
$110M -$338K -0.3% 9.03% 56 53.57%
OC
6719
OxenFree Capital
Florida
$109M +$12.2M +13% 6.72% 41 7.32%
DW
6720
Durante & Waters
New York
$109M +$5.7M +5% 6.99% 32 6.25%
RCM
6721
RMR Capital Management
California
$109M +$21.5M +24% 9.64% 69 13.04%
EL
6722
EMFO LLC
Florida
$109M +$786K +0.7% 8.05% 25.8% 298 8.72%
OFG
6723
OmniStar Financial Group
North Carolina
$109M +$29.5M +37% 8.81% 60.9% 154 68.83%
PCC
6724
Park Circle Company
Maryland
$109M -$2.19M -2% 8.54% 58.1% 121 19.01%
LF
6725
LifePlan Financial
Minnesota
$109M +$9.29M +9% 6.75% 95 7.37%