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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
SAM
7501
Smith Asset Management
Florida
$121M +$3.72M +3% 71
TFP
7502
TrueWealth Financial Partners
Washington
$121M -$74.9M -38% 74
SKK
7503
Shepherd Kaplan Krochuk
Massachusetts
$121M -$751K -0.6% 66
TWM
7504
Troutman Wealth Management
Pennsylvania
$121M 37
MF
7505
Midwestern Financial
Iowa
$121M +$4.39M +4% 54
EWM
7506
Evolution Wealth Management
Florida
$121M +$23.4M +24% 790
SWM
7507
Sandro Wealth Management
New Jersey
$121M 93
MW
7508
Mueller Wealth
Wisconsin
$121M 15
SO
7509
Sierra Ocean
California
$121M +$1.78M +1% 68
NL
7510
NorthAvenue LLC
Ohio
$121M 375
CAM
7511
Chesapeake Asset Management
New York
$121M +$7.8M +7% 363
ECM
7512
Explore Capital Management
Delaware
$121M -$41.1M -25% 19
SWM
7513
Sentinel Wealth Management
Virginia
$121M +$5.46M +5% 38
EFG
7514
Elm3 Financial Group
Georgia
$121M -$1.4M -1% 128
SAP
7515
Strategic Advisory Partners
North Carolina
$121M 36
NI
7516
NDVR Inc
Massachusetts
$121M +$556K +0.5% 147
LRI
7517
Linden Rose Investment
Texas
$120M 7
UA
7518
URS Advisory
Florida
$120M 44
ARA
7519
Alexander Randolph Advisory
Virginia
$120M -$1M -0.8% 56
OP
7520
Orvieto Partners
Massachusetts
$120M +$2.28M +2% 46
VWM
7521
Vigil Wealth Management
Florida
$120M 77
FJWM
7522
Ferguson Johnson Wealth Management
Maryland
$120M 35
DWA
7523
Davis Wealth Advisors
New Hampshire
$120M 69
GBFP
7524
Golden Bell Financial Planning
Georgia
$120M +$5.05M +4% 36
SB
7525
Semitam Bonam
New York
$120M +$8.27M +7% 48