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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
SA
6851
Sage Advisors
Colorado
$134M +$6.92M +5% 1.37% 28 10.71%
VBCG
6852
Valley Brook Capital Group
Pennsylvania
$134M -$5.36M -4% 0.64% 106% 120 8.33%
SG
6853
Stanich Group
New York
$134M 0.13% 50
HGERS
6854
Householder Group Estate & Retirement Specialist
Arizona
$134M -$210M -61% 2.35% 1,298 55.16%
SWM
6855
Sagace Wealth Management
Florida
$134M +$4.17M +3% 1.83% 70 27.14%
PPWM
6856
Perissos Private Wealth Management
Oklahoma
$134M +$9.23M +7% 1.58% 92 14.13%
TGM
6857
Tenzing Global Management
California
$134M -$6.76M -5% 9.12% 273% 24 41.67%
CWM
6858
Comprehensive Wealth Management
Washington
$134M -$20.1M -13% 0.77% 36.9% 31 3.23%
RWM
6859
Riverchase Wealth Management
Texas
$134M 2.24% 65
APW
6860
Aurora Private Wealth
New Jersey
$134M +$6.06M +5% 5.16% 172 19.19%
WCM
6861
Warburton Capital Management
Oklahoma
$134M 1.64% 40
PIP
6862
PB Investment Partners
California
$133M +$15.7M +13% 14.8% 81.1% 8 0%
PMSA
6863
Patrick M. Sweeney & Associates
Illinois
$133M -$2.6M -2% 0.83% 154 6.49%
SMWM
6864
Silvia McColl Wealth Management
California
$133M -$169K -0.1% 1.09% 76.1% 109 3.67%
OF
6865
Optimize Financial
California
$133M 12.9% 234
SAM
6866
Strive Asset Management
Ohio
$133M 5.81% 112
LP
6867
LB Partners
Virginia
$133M +$18.3M +16% 12% 24 20.83%
FW
6868
Fidato Wealth
Ohio
$133M +$8.89M +7% 0.2% 25 60%
EWA
6869
Elevate Wealth Advisory
Georgia
$133M -$1.38M -1% 2.64% 122 4.92%
P2P
6870
Phase 2 Partners
California
$133M -$36.1M -21% 6.23% 25.1% 36 55.56%
SPWG
6871
Sage Private Wealth Group
Illinois
$133M +$6.23M +5% 0.01% 67.4% 98 18.37%
LCAM
6872
Long Corridor Asset Management
Hong Kong
$133M +$19.7M +17% 2.66% 73.6% 24 33.33%
XPN
6873
XY Planning Network
Montana
$133M 2.26% 92
E3F
6874
Eight 31 Financial
Texas
$133M +$3.14M +2% 0.93% 68 11.76%
OC
6875
OxenFree Capital
Florida
$133M +$5.73M +5% 0.08% 42 4.76%