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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
SFS
7051
Sunrise Financial Services
Washington
$141M +$8.42M +6% 0.08% 641 19.97%
WA
7052
Watchtower Advisors
Connecticut
$141M -$24.6M -15% 5.76% 272% 14 35.71%
MFG
7053
Mosaic Financial Group
Illinois
$141M -$5.56M -4% 0.15% 132 9.85%
MCM
7054
Mork Capital Management
California
$141M -$23M -14% 3.6% 45.7% 119 15.97%
OFG
7055
Orcam Financial Group
California
$141M +$7.47M +6% 0.42% 29.8% 63 9.52%
API
7056
Asset Planning Inc
California
$141M -$1.64M -1% 0.22% 310 8.71%
MQWP
7057
Morey & Quinn Wealth Partners
Nebraska
$141M +$1.32M +1% 0.45% 139 7.91%
OWM
7058
Orca Wealth Management
Florida
$141M +$899K +0.6% 3.96% 71 9.86%
APW
7059
Aurora Private Wealth
New Jersey
$140M -$11.7M -8% 3.63% 173 9.25%
SM
7060
Soapstone Management
Maryland
$140M +$4.69M +3% 2.4% 51.5% 18 61.11%
MWM
7061
Mascagni Wealth Management
Mississippi
$140M +$6.18M +5% 1.14% 141 20.57%
PFW
7062
Petros Family Wealth
Minnesota
$140M -$9.91M -7% 0.2% 156 25.64%
RC
7063
Rexford Capital
Texas
$140M +$8.18M +6% 5.59% 326 18.71%
CPC
7064
CFC Planning Company
Indiana
$140M +$8.45M +6% 1.43% 85 30.59%
JD6
7065
J Digital 6
Illinois
$140M -$46.3M -25% 20.9% 2 0%
WCM
7066
WealthTrak Capital Management
Virginia
$140M +$370K +0.3% 1.09% 83 16.87%
NWA
7067
Northwest Wealth Advisors
Washington
$140M +$11.5M +9% 2.33% 65 7.69%
SCM
7068
Superstring Capital Management
New York
$140M -$46.8M -25% 16.4% 59 64.41%
HLA
7069
Hamilton Lane Advisors
Pennsylvania
$140M -$41.6M -23% 1.32% 187% 28 35.71%
GIM
7070
Guild Investment Management
California
$140M +$5.1M +4% 1.83% 95.2% 60 40%
SLWM
7071
Stone Loft Wealth Management
Pennsylvania
$140M +$33.4M +31% 1.51% 29 17.24%
CCP
7072
Crocodile Capital Partners
Germany
$140M -$27.5M -16% 5.88% 190% 15 20%
CFG
7073
Chapman Financial Group
Hawaii
$140M -$7.02M -5% 2.55% 274 9.85%
SFC
7074
Summit Financial Consulting
Michigan
$140M +$1.99M +1% 0.38% 48 25%
RW
7075
Ridgeline Wealth
Arizona
$140M -$4.59M -3% 0.06% 55 10.91%