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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
SIM
7101
Sentry Investment Management
Wisconsin
$152M +$2.4M +2% 4.05% 103% 530 3.58%
APW
7102
Aurora Private Wealth
New Jersey
$152M 1.17% 163
ECM
7103
Empirical Capital Management
Tennessee
$152M +$4.25M +3% 8.16% 13 23.08%
LBC
7104
Leigh Baldwin & Co
New York
$152M -$25.5M -14% 3.82% 212 28.77%
PCMNC
7105
Piedmont Capital Management (North Carolina)
North Carolina
$152M 2.87% 115
AFA
7106
Antonelli Financial Advisors
Michigan
$152M +$4.84M +3% 3.18% 47 8.51%
CAM
7107
Crown Advisors Management
California
$152M +$2.57M +2% 3.18% 284% 41 17.07%
ADMI
7108
Albert D. Mason Inc
Massachusetts
$152M -$1.63M -1% 2.64% 82% 149 10.74%
FWMM
7109
Foundation Wealth Management (Missouri)
Missouri
$152M -$4.53M -3% 1.33% 64% 47 12.77%
TNAM
7110
Terra Nova Asset Management
New York
$152M -$6.67M -4% 3.68% 158% 97 17.53%
PDN
7111
Pensionfund DSM Netherlands
Netherlands
$152M -$2.55M -2% 2.02% 36.6% 76 6.58%
TC
7112
Travelers Companies
Minnesota
$152M +$19.7M +15% 4.71% 3 33.33%
USWG
7113
U.S. Wealth Group
New York
$152M -$1.31M -0.9% 2.32% 43 4.65%
WFS
7114
WealthGarden F.S.
California
$152M +$11.4M +8% 2.37% 165 13.33%
PWCM
7115
Processus Wealth & Capital Management
Tennessee
$152M +$12.2M +9% 6.59% 35 0%
DWA
7116
Delos Wealth Advisors
Texas
$152M +$3.19M +2% 2.39% 58% 319 24.76%
MCM
7117
Monimus Capital Management
New Jersey
$152M -$10.7M -7% 5.46% 76 47.37%
SGM
7118
Scalar Gauge Management
Texas
$152M -$44.9M -23% 6.47% 48 66.67%
GSWA
7119
Good Steward Wealth Advisors
Tennessee
$152M +$6.8M +5% 1.45% 81 18.52%
MSWA
7120
Marshall & Sterling Wealth Advisors
New York
$151M -$4.54M -3% 0.91% 653 49.62%
LWA
7121
Legacy Wealth Advisors
Florida
$151M 0.24% 86
FP
7122
Factorial Partners
New York
$151M +$6.14M +4% 7.19% 80.1% 70 15.71%
SFG
7123
Somnio Financial Group
Connecticut
$151M +$3.8M +3% 0.74% 14 7.14%
VF
7124
Vista Finance
Missouri
$151M +$629K +0.4% 2.25% 47% 59 18.64%
CFP
7125
Comprehensive Financial Planning
Pennsylvania
$151M +$5.29M +4% 2.08% 432 23.61%