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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
ASM
7126
AI-Squared Management
Hong Kong
$137M +$51.3M +60% 36.4% 28 67.86%
DFG
7127
DiPaolo Financial Group
Florida
$137M +$43.5M +46% 1.39% 45 31.11%
4PL
7128
46 Peaks LLC
Pennsylvania
$137M +$983K +0.7% 1.77% 24 12.5%
LBC
7129
Lane Brothers & Co
Arizona
$137M -$969K -0.7% 0.91% 83 0%
NFA
7130
Northern Financial Advisors
Michigan
$137M +$49.7M +57% 0.6% 85.8% 106 17.92%
PIA
7131
Polaris Investment Advisors
Massachusetts
$137M -$1.21M -0.9% 2.41% 77 14.29%
BOM
7132
Bank of Marin
California
$137M -$7.79M -5% 2.44% 67.1% 145 17.24%
RWP
7133
Ridgeline Wealth Planning
Ohio
$137M -$3.21M -2% 2.64% 52 5.77%
SWM
7134
Schwallier Wealth Management
Michigan
$137M -$19.6M -13% 0.99% 64 25%
GCM
7135
Generation Capital Management
New York
$137M -$17.3M -11% 2.32% 95 29.47%
EWM
7136
Evolution Wealth Management
Florida
$137M +$15.9M +13% 2.33% 870 16.21%
SSCA
7137
South Shore Capital Advisors
Massachusetts
$137M -$91.4K -0.1% 1.32% 170 38.24%
SL
7138
Sonnipe Ltd
Isle Of Man
$137M -$155M -53% 53.2% 51.7% 1 0%
UA
7139
URS Advisory
Florida
$137M +$16.4M +14% 1.19% 53 20.75%
CFG
7140
Compass Financial Group
Ohio
$137M +$13.6K +0% 2.34% 48 8.33%
TC
7141
Tenere Capital
New York
$136M +$7.32M +6% 0.58% 98.7% 26 30.77%
MAFA
7142
MJT & Associates Financial Advisory
Minnesota
$136M +$2.23M +2% 0.67% 470 11.06%
LFS
7143
Leibman Financial Services
Nebraska
$136M -$2.36M -2% 1.24% 54 14.81%
RC
7144
Rahlfs Capital
Texas
$136M +$7.35M +6% 5.14% 88 6.82%
FCM
7145
Flagship Capital Management
Pennsylvania
$136M -$5.33M -4% 2.04% 48 2.08%
PHIC
7146
Pine Haven Investment Counsel
Massachusetts
$136M -$4.52M -3% 1.38% 72.1% 119 6.72%
AIM
7147
Aurora Investment Managers
Florida
$136M -$40.5M -23% 8.4% 47% 49 46.94%
GA
7148
Gagnon Advisors
New York
$136M -$21.6M -14% 9.06% 78.2% 25 20%
WF
7149
Womack Financial
Texas
$136M +$473K +0.3% 1.24% 71 7.04%
MWA
7150
Muirfield Wealth Advisors
North Carolina
$136M -$379K -0.3% 1.95% 84 15.48%