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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
SGWP
7501
Sun Group Wealth Partners
California
$147M +$19.4M +15% 21.9% 87 22.99%
PCM
7502
Potomac Capital Management
New York
$147M +$31.5M +27% 45.7% 81 33.33%
GIM
7503
Guild Investment Management
California
$146M +$6.49M +5% 7.29% 101% 64 34.38%
MFN
7504
Midwest Financial Network
Illinois
$146M +$20.6M +16% 9.18% 106 23.58%
IVP
7505
Intrinsic Value Partners
Arizona
$146M +$16.6M +13% 15.7% 126% 73 5.48%
SCM
7506
Susquehanna Capital Management
Pennsylvania
$146M +$47.1M +47% 47.4% 40.8% 1 0%
LM
7507
Luminus Management
Texas
$146M -$19.2M -12% 0.86% 8.7% 37 54.05%
FF
7508
Fairway Financial
Florida
$146M +$14.7M +11% 10.8% 23 0%
CF
7509
Collier Financial
Colorado
$146M +$15M +11% 9.48% 144 7.64%
SA
7510
Seneschal Advisors
Washington
$146M +$11.3M +8% 9.44% 625 9.44%
CRA
7511
Clear Retirement Advice
California
$146M +$18.7M +15% 8.46% 54 0%
BFA
7512
Bridgelight Financial Advisors
Connecticut
$146M +$28M +24% 12.3% 51 25.49%
EFG
7513
Elm3 Financial Group
Georgia
$146M +$27.6M +23% 21% 142 22.54%
DG
7514
DMC Group
Alabama
$146M -$2.06M -1% 24.9% 99.2% 154 25.32%
AFA
7515
Antonelli Financial Advisors
Michigan
$146M +$1.13M +0.8% 17.1% 57 15.79%
SRPTWM
7516
Split Rock Private Trading & Wealth Management
Minnesota
$146M +$16.7M +13% 8.63% 53 20.75%
JC
7517
JM2 Capital
Oklahoma
$146M +$25.1M +21% 32.4% 127 14.96%
AC
7518
AWH Capital
Texas
$146M +$35.6M +32% 33.6% 183% 24 25%
TF
7519
Tenzing Financial
Virginia
$146M +$12.4M +9% 10.8% 84 16.67%
EC
7520
Enhancing Capital
Pennsylvania
$145M +$10.6M +8% 9.47% 93 10.75%
WC
7521
Wynnefield Capital
New York
$145M -$2.12M -1% 0.86% 52.1% 9 11.11%
BPW
7522
Bingham Private Wealth
California
$145M +$19.3M +15% 16.3% 195 24.62%
HA
7523
Hegarty Advisors
New York
$145M +$18.5M +15% 11.4% 67 16.42%
RCM
7524
RMR Capital Management
California
$145M +$6.79M +5% 5.95% 78 6.41%
SC
7525
Schubert & Co
Texas
$145M +$22.4M +18% 12% 47.3% 87 26.44%