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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
SPWM
6751
Spartan Planning & Wealth Management
North Carolina
$109M 71
SG
6752
Somerset Group
Minnesota
$109M +$960K +0.9% 62
MVPGP
6753
Magma Venture Partners General Partner
Israel
$109M -$22.5M -17% 3
AF
6754
AtlasMark Financial
Texas
$109M +$1.23M +1% 40
DFC
6755
DB Fitzpatrick & Co
Idaho
$109M -$5.24M -5% 91
FCMI
6756
Foresite Capital Management IV
California
$109M -$44.2M -29% 5
CW
6757
Cooksen Wealth
Texas
$109M +$1.76M +2% 45
RWM
6758
Revisor Wealth Management
Ohio
$108M -$51.6M -32% 182
AF
6759
Amara Financial
California
$108M +$3.85M +4% 47
E
6760
EntreWealth
Texas
$108M 58
SJGA
6761
Stephen J. Garry & Associates
New York
$108M +$3.09M +3% 45
LPP
6762
Life Planning Partners
Florida
$108M -$3.86M -3% 61
WA
6763
Wilmar Advisors
Florida
$108M 16
RHCA
6764
Rosenthal Henry Capital Advisors
Indiana
$108M +$8.37M +8% 43
CWM
6765
C2C Wealth Management
Arizona
$108M +$528K +0.5% 90
ARA
6766
Alexander Randolph Advisory
Virginia
$108M -$5.12M -5% 53
WSA
6767
Warm Springs Advisors
California
$108M 50
CAP
6768
Columbia Advisory Partners
Washington
$108M +$1.96M +2% 73
MWM
6769
Mittelman Wealth Management
Massachusetts
$107M -$68.5M -39% 33
AIA
6770
Arrow Investment Advisors
Maryland
$107M $0 0% 47
CAM
6771
Chesapeake Asset Management
New York
$107M -$7.77M -7% 547
CG
6772
Circumference Group
Arkansas
$107M +$11.8M +12% 27
TF
6773
TME Financial
California
$107M 65
PCMN
6774
Paradigm Capital Management (Nevada)
Nevada
$107M +$2.72M +3% 60
WFS
6775
WealthGarden F.S.
California
$107M +$4.19M +4% 130