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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
MSA
7401
Marathon Strategic Advisors
Pennsylvania
$108M +$14.6M +16% 10.3% 41 12.2%
KAM
7402
Kraft Asset Management
Tennessee
$108M -$1.69M -2% 6.61% 41% 48 18.75%
BCG
7403
Barington Capital Group
New York
$108M +$12.4M +13% 3.04% 55.3% 11 36.36%
TF
7404
Tandem Financial
Colorado
$107M +$14.7M +16% 12% 58 20.69%
LG
7405
Lane Generational
Massachusetts
$107M +$19.1M +22% 29% 112% 39 33.33%
CCM
7406
Connective Capital Management
California
$107M -$1.61M -1% 26.7% 144% 67 55.22%
VCWM
7407
Vista Cima Wealth Management
Arizona
$107M +$14.1M +15% 14.5% 53 5.66%
HPM
7408
Hudson Portfolio Management
New York
$107M +$2.82M +3% 6.48% 115 4.35%
WAT
7409
Wealth Advisory Team
Kentucky
$107M 6.36% 38
BLFG
7410
Brian Low Financial Group
Louisiana
$107M 9.99% 100
MVPGP
7411
Magma Venture Partners General Partner
Israel
$107M +$10.7M +11% 11.1% 107% 3 0%
NI
7412
NDVR Inc
Massachusetts
$107M +$8.67M +9% 9.78% 111 15.32%
PCP
7413
Pacific Capital Partners
$107M -$51.4M -33% 5.24% 43 18.6%
MF
7414
Midwestern Financial
Iowa
$107M 7.16% 54
SHF
7415
Safe Harbor Fiduciary
Florida
$107M +$9.94M +10% 7.19% 271 30.26%
SI
7416
Severin Investments
Missouri
$107M +$6.67M +7% 11.9% 205 26.83%
SWM
7417
Sentinel Wealth Management
Virginia
$106M 6.82% 39
SPW
7418
Surience Private Wealth
Washington
$106M +$48.9M +85% 24.8% 168% 44 70.45%
DM
7419
Diker Management
New York
$106M +$22.9M +27% 18.7% 151% 40 40%
SA
7420
Sincerus Advisory
New York
$106M +$11.6M +12% 7.51% 67 7.46%
SB
7421
Semitam Bonam
New York
$106M 6.02% 45
GBFP
7422
Golden Bell Financial Planning
Georgia
$106M +$3.22M +3% 4.49% 35 5.71%
FWP
7423
Fiduciary Wealth Partners
Massachusetts
$106M -$9.56M -8% 9.62% 81 33.33%
BPW
7424
BLVD Private Wealth
Kentucky
$106M 16.1% 73
VFM
7425
Vision Financial Markets
Connecticut
$106M +$14.2M +15% 11.6% 458 10.04%