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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
7551
Smith Asset Management
Florida
$121M +$3.72M +3% 1.7% 71 7.04%
TFP
7552
TrueWealth Financial Partners
Washington
$121M -$74.9M -38% 1.24% 29.6% 74 98.65%
SKK
7553
Shepherd Kaplan Krochuk
Massachusetts
$121M -$751K -0.6% 0.56% 29.8% 66 10.61%
CAM
7554
Chesapeake Asset Management
New York
$121M +$8.04M +7% 9.84% 137% 399 27.32%
TWM
7555
Troutman Wealth Management
Pennsylvania
$121M 1.26% 37
MF
7556
Midwestern Financial
Iowa
$121M +$4.39M +4% 1.44% 54 3.7%
EWM
7557
Evolution Wealth Management
Florida
$121M +$23.4M +24% 1.75% 790 30.63%
SWM
7558
Sandro Wealth Management
New Jersey
$121M 5.01% 93
MW
7559
Mueller Wealth
Wisconsin
$121M 1.25% 15
SO
7560
Sierra Ocean
California
$121M +$1.78M +1% 1.19% 68 17.65%
NL
7561
NorthAvenue LLC
Ohio
$121M 2.89% 375
HCM
7562
Hestia Capital Management
Pennsylvania
$121M -$37.1M -23% 6.3% 22 22.73%
ECM
7563
Explore Capital Management
Delaware
$121M -$41.1M -25% 5.86% 19 47.37%
SWM
7564
Sentinel Wealth Management
Virginia
$121M +$5.46M +5% 2.29% 38 0%
EFG
7565
Elm3 Financial Group
Georgia
$121M -$1.4M -1% 2.73% 128 25%
SAP
7566
Strategic Advisory Partners
North Carolina
$121M 2.3% 36
NI
7567
NDVR Inc
Massachusetts
$121M +$556K +0.5% 2.7% 147 39.46%
RC
7568
Rangeley Capital
Connecticut
$120M +$4.84M +4% 18.1% 176 57.95%
LRI
7569
Linden Rose Investment
Texas
$120M 5.6% 7
UA
7570
URS Advisory
Florida
$120M 3.68% 44
ARA
7571
Alexander Randolph Advisory
Virginia
$120M -$1M -0.8% 2.16% 56 8.93%
VWM
7572
Vigil Wealth Management
Florida
$120M 2.63% 77
FJWM
7573
Ferguson Johnson Wealth Management
Maryland
$120M 1.26% 35
DWA
7574
Davis Wealth Advisors
New Hampshire
$120M 1.81% 69
GBFP
7575
Golden Bell Financial Planning
Georgia
$120M +$5.05M +4% 1.26% 36 2.78%