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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
SG
7326
StepStone Group
California
$97.4M -$17M -15% 8.38% 92.1% 19 42.11%
TWA
7327
Talisman Wealth Advisors
New Jersey
$97.4M +$3.1M +3% 1.22% 61.5% 110 13.64%
YF
7328
Yu Fan
$97.3M +$44.1M +83% 4.25% 14.4% 9 22.22%
LA
7329
LWM Advisors
California
$97.3M -$2.36M -2% 2.05% 28 21.43%
SWM
7330
Shepherd Wealth Management
Ohio
$97.3M -$4.44M -4% 4.53% 52 48.08%
LCM
7331
Lattice Capital Management
Washington
$97.3M -$24.1M -20% 11.8% 206% 29 24.14%
VCIM
7332
Velan Capital Investment Management
Georgia
$97.2M -$18.7M -16% 5.48% 2,525% 55 32.73%
PCP
7333
Panoramic Capital Partners
Oregon
$97M -$16.8M -15% 4.93% 69 39.13%
FDC
7334
Flight Deck Capital
California
$96.9M +$6.96M +8% 5.58% 274% 16 37.5%
SC
7335
Scratch Capital
Idaho
$96.9M +$15M +18% 1.11% 36 16.67%
BPW
7336
Bingham Private Wealth
California
$96.7M +$2.76M +3% 0.31% 155 10.32%
AL4A
7337
Accel Leaders 4 Associates
California
$96.7M -$30.2M -24% 23.8% 1 0%
SHF
7338
Safe Harbor Fiduciary
Florida
$96.7M -$1.43M -1% 3.4% 233 17.17%
WA
7339
Wilmar Advisors
Florida
$96.6M -$11.5M -11% 7.38% 16 0%
RWM
7340
Rolek Wealth Management
Pennsylvania
$96.6M -$31M -24% 7.26% 14 21.43%
QEI
7341
QSV Equity Investors
Illinois
$96.6M -$7.4M -7% 5.03% 95 18.95%
PAG
7342
Poinciana Advisors Group
Florida
$96.5M -$2.12M -2% 0.66% 129 37.98%
WSFG
7343
Wall Street Financial Group
Illinois
$96.5M -$5.87M -6% 4.95% 43 13.95%
FCC
7344
Florin Court Capital
United Kingdom
$96.4M +$89.5K +0.1% 1.34% 88.4% 32 18.75%
CF
7345
Conquis Financial
California
$96.3M -$1.35M -1% 1.38% 199 69.85%
LWM
7346
Lionshead Wealth Management
New York
$96.3M -$42.1M -30% 3.49% 121 33.88%
JC
7347
JBGlobal.com
New York
$96.2M +$1.52M +2% 0.24% 34 14.71%
MVPGP
7348
Magma Venture Partners General Partner
Israel
$96.1M -$12.8M -12% 11.7% 107% 3 0%
BCM
7349
BluePath Capital Management
Georgia
$96.1M -$90M -48% 4.59% 101% 111 34.23%
NBWM
7350
North Berkeley Wealth Management
California
$96.1M -$2.44M -2% 3.51% 69 13.04%