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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
WAT
7501
Wealth Advisory Team
Kentucky
$107M 6.36% 38
BLFG
7502
Brian Low Financial Group
Louisiana
$107M 9.99% 100
MVPGP
7503
Magma Venture Partners General Partner
Israel
$107M +$10.7M +11% 11.1% 4.7% 3 0%
NI
7504
NDVR Inc
Massachusetts
$107M +$8.67M +9% 9.78% 111 15.32%
PCP
7505
Pacific Capital Partners
$107M -$51.4M -33% 5.24% 49.8% 43 18.6%
MF
7506
Midwestern Financial
Iowa
$107M 7.16% 54
SHF
7507
Safe Harbor Fiduciary
Florida
$107M +$9.94M +10% 7.19% 271 30.26%
SI
7508
Severin Investments
Missouri
$107M +$6.67M +7% 11.9% 205 26.83%
SWM
7509
Sentinel Wealth Management
Virginia
$106M 6.82% 39
SPW
7510
Surience Private Wealth
Washington
$106M +$48.9M +85% 24.8% 168% 44 70.45%
DM
7511
Diker Management
New York
$106M +$22.9M +27% 18.7% 210% 40 40%
SA
7512
Sincerus Advisory
New York
$106M +$11.6M +12% 7.51% 67 7.46%
SB
7513
Semitam Bonam
New York
$106M 6.02% 45
GBFP
7514
Golden Bell Financial Planning
Georgia
$106M +$3.22M +3% 4.49% 35 5.71%
FWP
7515
Fiduciary Wealth Partners
Massachusetts
$106M -$9.56M -8% 9.62% 81 33.33%
BPW
7516
BLVD Private Wealth
Kentucky
$106M 16.1% 73
VFM
7517
Vision Financial Markets
Connecticut
$106M +$14.2M +15% 11.6% 458 10.04%
NI
7518
NCP Inc
California
$106M +$32M +43% 26.2% 133 62.41%
SA
7519
swisspartners Advisors
Switzerland
$106M +$11.1M +12% 1.38% 73.2% 26 15.38%
SWM
7520
Stonebridge Wealth Management
Illinois
$106M 3.82% 33
KIA
7521
Kraematon Investment Advisors
Massachusetts
$106M +$7.72M +8% 11% 80.5% 94 5.32%
SH
7522
Svenska Handelsbanken
Sweden
$106M +$5.52M +5% 12.7% 11 63.64%
CPC
7523
CFC Planning Company
Indiana
$106M +$12.5M +13% 8.03% 108 43.52%
EHMS
7524
Empower Harvest Management Services
Cayman Islands
$106M -$8.61M -8% 7.52% 1 0%
ACL
7525
APEIRON Capital Ltd
Hong Kong
$106M -$112M -51% 17.1% 487% 13 76.92%