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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
PWM
7151
Partnership Wealth Management
Maryland
$120M -$21.5M -15% 3.71% 189 62.96%
CCM
7152
Collar Capital Management
Wisconsin
$120M 16% 75
SR
7153
Summer Road
Florida
$120M -$6.86M -5% 1.92% 130% 29 24.14%
TIAM2
7154
Tru Independence Asset Management 2
Oregon
$120M +$1.37M +1% 0.23% 87 13.79%
OIM
7155
Oder Investment Management
California
$120M +$3.66M +3% 12.4% 97.5% 96 10.42%
AIA
7156
Affinity Investment Advisors
California
$120M -$25.7M -18% 3.47% 189% 151 26.49%
RIA
7157
Richwood Investment Advisors
Ohio
$120M -$983K -0.8% 0.65% 66% 104 5.77%
SFG
7158
Synergy Financial Group
California
$120M +$14.6M +14% 12% 133% 104 12.5%
SFSG
7159
Sound Financial Strategies Group
Mississippi
$120M -$4.63M -4% 4.76% 26.4% 102 22.55%
AIC
7160
Allodium Investment Consultants
Minnesota
$120M 3.44% 47
NL
7161
NDWM LLC
California
$120M -$1.68M -1% 2.29% 34 14.71%
SKK
7162
Shepherd Kaplan Krochuk
Massachusetts
$120M -$12.9M -10% 0.64% 38.5% 59 20.34%
SA
7163
Seneschal Advisors
Washington
$120M 0.59% 36
JPT
7164
Jordan Park Trust
New Hampshire
$120M 8.77% 12
SRSA
7165
S.R. Schill & Associates
Washington
$120M -$21.6M -15% 4.14% 36.7% 40 42.5%
BRF
7166
B. Riley Financial
California
$120M -$30.2M -20% 18.4% 682% 20 35%
IC
7167
Immersion Capital
United Kingdom
$120M -$63.8M -35% 4.92% 63.4% 9 22.22%
LA
7168
LPF Advisors
Florida
$120M +$2.65M +2% 1.52% 38 13.16%
RCA
7169
Roberts Capital Advisors
Colorado
$119M +$2.55M +2% 6.46% 89 10.11%
FLP
7170
Financial Life Planners
Arizona
$119M 3.82% 411
MMRF
7171
Michelson Medical Research Foundation
California
$119M -$22.5M -16% 4.31% 52.2% 29 6.9%
KA
7172
Kailix Advisors
Florida
$119M +$690K +0.6% 3.64% 16.3% 8 25%
LC
7173
LTG Capital
Massachusetts
$119M -$1.07M -0.9% 1.88% 56% 26 0%
LWM
7174
Lionsbridge Wealth Management
Florida
$119M -$7.44M -6% 0.04% 66% 77 32.47%
BTC
7175
Bank & Trust Company
Illinois
$119M -$4.18M -3% 1.04% 287 0.7%