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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 Avg Holding
Period (Yrs)
C
6851
Croban
Ohio
$101M – – 7.98% – 71 – 0
ACM
6852
Agincourt Capital Management
Virginia
$101M +$8.24M +9% 8.44% 0.36% 4 0% 2
AWP
6853
Avid Wealth Partners
Texas
$101M – – 10.8% – 30 – 0
GC
6854
GGV Capital
California
$101M +$10M +11% 43% 49.3% 9 0% 1.8
FFWM
6855
Future Financial Wealth Management
Ohio
$101M +$10.5M +12% 9.43% 65.2% 118 19.49% 1.9
SA
6856
Sage Advisors
Colorado
$101M – – 10% – 27 – 0
TI
6857
TrueMark Investments
Illinois
$101M – – 14.4% – 99 – 0
BAM
6858
Bosun Asset Management
Illinois
$101M +$8.26M +9% 12.2% 278% 101 28.71% 1.2
OS
6859
Objectivity Squared
South Carolina
$101M – – 9.72% – 44 – 0
IPAM
6860
Investment Partners Asset Management
New Jersey
$101M – – 9.18% 86.1% 126 – 0
SRL
6861
Scientech Research LLC
New Jersey
$100M – – 13.2% – 310 – 0
CS
6862
Crescent Sterling
Louisiana
$100M +$5.73M +6% 7.24% 58.4% 77 7.79% 0.9
KOMWMG
6863
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$100M +$3.19M +3% 8.99% 64.9% 68 16.18% 2.1
PWS
6864
Physician Wealth Solutions
Nevada
$100M – – 9.32% 43.6% 37 – 0
NWM
6865
NRI Wealth Management
California
$100M – – 13.8% – 28 – 0
DWS
6866
Discipline Wealth Solutions
South Carolina
$100M – – 7.32% 45.9% 26 – 0
PWCM
6867
Processus Wealth & Capital Management
Tennessee
$100M – – 12.3% – 43 – 0
PWP
6868
PrairieView Wealth Partners
Illinois
$100M – – 8.23% – 17 – 0
SM
6869
Sabby Management
Florida
$100M -$36.6M -27% 43.1% 95.5% 105 65.71% 0.6
PCGDR
6870
Pangea Capital Gestao de Recursos
$100M -$24.3M -20% 3.97% 54.4% 3 0% 1
FF
6871
Farrell Financial
New York
$100M – – 9.99% – 60 – 0
LHWM
6872
Lake Hills Wealth Management
Texas
$100M +$1.15M +1% 3.72% 83.7% 47 46.81% 0.5
LF
6873
LifePlan Financial
Minnesota
$99.8M – – 9.37% 69.9% 89 – 0
NC
6874
Napatree Capital
Rhode Island
$99.8M – – 9.45% – 117 – 0
HFS
6875
Hoge Financial Services
Pennsylvania
$99.7M – – 8.8% – 46 – 0