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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
AWA
7651
Asempa Wealth Advisors
Louisiana
$116M 2.16% 113
ARA
7652
Approach Retirement Advisors
Alabama
$116M 1.81% 78
TFS
7653
Targeted Financial Services
Florida
$116M 3.51% 52
IFO
7654
Intrepid Family Office
Florida
$116M -$3.52M -3% 9.72% 46 36.96%
NC
7655
North Capital
Utah
$116M -$13.2M -10% 2.18% 732 88.11%
VFO
7656
Virtus Family Office
Texas
$116M +$9.18M +9% 2.53% 36.9% 67 26.87%
SFP
7657
Sherwood Financial Partners
California
$116M +$1.37M +1% 1.18% 9 11.11%
MWM
7658
McCartney Wealth Management
Missouri
$116M 2.14% 61
PPWM
7659
Perissos Private Wealth Management
Oklahoma
$116M -$21.5M -16% 3.11% 85 17.65%
KSB
7660
Kennebec Savings Bank
Maine
$116M +$6.08M +6% 3.48% 259 4.25%
BCM
7661
BML Capital Management
Indiana
$116M +$6.47M +6% 26.3% 395% 25 56%
SGM
7662
Sellaronda Global Management
New York
$116M +$2.47M +2% 0.4% 9 33.33%
PCC
7663
Park Circle Company
Maryland
$116M -$3.74M -3% 2.03% 58.1% 70 28.57%
AWA
7664
A4 Wealth Advisors
North Carolina
$116M -$3.08M -3% 2.31% 179 36.87%
SFGM
7665
Stonebridge Financial Group (Missouri)
Missouri
$116M 4.45% 159
IVMX
7666
Institutional Venture Management XV
California
$116M -$15.9M -12% 6.83% 36.3% 3 0%
SGFG
7667
Silver Grove Financial Group
New York
$115M +$10.1M +10% 2.53% 152 38.16%
SCM
7668
Susquehanna Capital Management
Pennsylvania
$115M -$37.4M -24% 7.11% 16.1% 1 0%
OM
7669
OV Management
Minnesota
$115M -$2.46M -2% 0.68% 56 1.79%
DG
7670
Dala Group
Illinois
$115M 4.96% 72
NHH
7671
North Horizon Holdings
$115M 2.36% 1
RIG
7672
Ramiah Investment Group
Wisconsin
$115M +$2.36M +2% 1.5% 46.3% 73 23.29%
OCM
7673
Orchard Capital Management
Illinois
$115M -$507K -0.4% 5.18% 102% 49 20.41%
HA
7674
Hegarty Advisors
New York
$115M 1.79% 55
OWA
7675
ORBA Wealth Advisors
Illinois
$115M -$6.31M -5% 2.23% 93 30.11%