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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
IP
6826
Integras Partners
Georgia
$152M +$28.5M +23% 3.4% 73 16.44%
SFG
6827
Somnio Financial Group
Connecticut
$152M +$941K +0.6% 0.85% 14 0%
II
6828
Ibex Investors
Colorado
$152M +$10M +7% 18.1% 4.48% 18 44.44%
SOWBOCOPL
6829
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$152M -$2.77M -2% 1% 4.83% 6 0%
CIG
6830
Cascade Investment Group
Colorado
$152M +$2.07M +1% 1.75% 86.8% 158 16.46%
SMWM
6831
Silvia McColl Wealth Management
California
$152M +$1.41M +0.9% 1.84% 76.1% 122 7.38%
PNC
6832
Point Nemo Capital
Texas
$152M +$50.8M +50% 8.9% 135 65.93%
ANHIM
6833
Alan N. Hoffman Investment Management
Massachusetts
$152M -$25.7M -14% 8.04% 76.8% 15 13.33%
GCWM
6834
Guided Capital Wealth Management
Texas
$152M +$8.89M +6% 1.66% 39 20.51%
HPBT
6835
Hickory Point Bank & Trust
Illinois
$152M +$13.7M +10% 1.23% 456 71.93%
KCM
6836
Key Capital Management
Tennessee
$151M +$50.5M +50% 1.43% 767 40.55%
PCM
6837
Palouse Capital Management
Washington
$151M -$4.83M -3% 1.2% 67.8% 175 30.29%
HTWM
6838
Hartmann Taylor Wealth Management
Texas
$151M +$3.09M +2% 2.42% 55 5.45%
BA
6839
Brightwater Advisory
Florida
$151M +$3.19M +2% 0.74% 61 4.92%
MWA
6840
Merkkuri Wealth Advisors
New York
$151M +$4.13M +3% 0.93% 397 76.57%
MWS
6841
MFA Wealth Services
California
$151M +$3.05M +2% 0.33% 126 10.32%
DIG
6842
Dauntless Investment Group
New Hampshire
$151M +$25.1M +20% 2.87% 96 59.38%
APMC
6843
Alta Partners Management Company
Wyoming
$151M +$47.4M +46% 45.8% 2 0%
HEC
6844
Hudson Executive Capital
New York
$151M +$16.9M +13% 15.5% 144% 2 0%
MEAC
6845
M.E. Allison & Co
Texas
$151M +$3.69M +3% 1.06% 198 12.63%
SHF
6846
Stage Harbor Financial
Massachusetts
$151M +$2.46M +2% 1.13% 64 10.94%
FWM
6847
Fingerlakes Wealth Management
New York
$151M -$6.54M -4% 3.65% 80.2% 99 4.04%
CCM
6848
Crew Capital Management
Ohio
$151M -$8.09M -5% 1.67% 76.3% 114 7.02%
BDS
6849
Banco de Sabadell
Florida
$151M -$2.7M -2% 1.05% 66% 66 10.61%
WBCM
6850
Wilson & Boucher Capital Management
California
$151M -$1.54M -1% 0.12% 53.4% 116 3.45%