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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
LWM
7551
LightSquare Wealth Management
Michigan
$145M +$11.6M +9% 15.1% 110 21.82%
DCU
7552
Dara Capital US
Florida
$145M +$39.6M +38% 56.8% 143 39.86%
VGDSS
7553
VUB Generali dochodkova spravcovska spolocnost
$145M +$18.2M +14% 24.7% 91 0%
CRW
7554
Clarity Retirement & Wealth
Massachusetts
$145M +$20.9M +17% 11.4% 33 21.21%
MCM
7555
Magnolia Capital Management
New York
$145M -$3.41M -2% 16.5% 77.6% 77 6.49%
SIM
7556
SWP Investment Management
Ohio
$145M +$10.9M +8% 10.1% 50 22%
PCGDR
7557
Pangea Capital Gestao de Recursos
$145M +$13.3M +10% 5.29% 54.4% 11 18.18%
EPCA
7558
Elizabeth Park Capital Advisors
Ohio
$145M +$14.8M +11% 16.8% 119% 49 16.33%
GWM
7559
Gilpin Wealth Management
Colorado
$145M +$18.4M +15% 20.2% 1,112 14.48%
JE
7560
Jacobs Equity
Utah
$145M +$33M +29% 13.9% 126 20.63%
PWAM
7561
Pinnacle West Asset Management
Wyoming
$145M -$2.41M -2% 20.8% 100% 116 12.07%
SIP
7562
Snowwater Investment Partners
Connecticut
$145M +$38.6M +36% 23.6% 102 16.67%
CG
7563
Clifford Group
Massachusetts
$145M +$14.8M +11% 15.6% 67.9% 91 17.58%
PRTG
7564
Post Resch Tallon Group
New York
$145M +$20.9M +17% 15.8% 145 22.07%
WSA
7565
Warm Springs Advisors
California
$145M +$26.8M +23% 30.5% 54 27.78%
NFP
7566
NorthLanding Financial Partners
New York
$145M +$20.5M +17% 10.9% 48.7% 45 8.89%
SO
7567
Sierra Ocean
California
$144M +$22.7M +19% 16.9% 73 19.18%
RBDF
7568
Robert B. Daugherty Foundation
Nebraska
$144M +$44.4M +44% 44.6% 1 0%
BA
7569
Blueline Advisors
New Hampshire
$144M +$15.4M +12% 8.07% 262 20.61%
BHWM
7570
Beacon Hill Wealth Management
$144M 8.26% 27
BAWC
7571
Boyce & Associates Wealth Consulting
Texas
$144M +$12.2M +9% 9.3% 50.7% 84 7.14%
MBAML
7572
Marble Bar Asset Management LLP
$144M +$42.3M +42% 6.22% 49 53.06%
OIA
7573
Oakmont Investment Advisors
Pennsylvania
$144M +$34.8M +32% 36.5% 131 37.4%
AZ
7574
Aquamarine Zurich
Switzerland
$144M +$8.79M +6% 6.65% 74.8% 7 0%
SCGDR
7575
Sharp Capital Gestora de Recursos
Brazil
$144M -$47.9M -25% 7.75% 61.4% 7 14.29%