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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
SWM
7676
Sherman Wealth Management
Maryland
$115M 1.69% 77
WF
7677
WealthPoint Financial
North Carolina
$115M 1.91% 117
NA
7678
NWM Advisors
California
$115M 1.21% 25
CWM
7679
Curtis Wealth Management
Nevada
$115M 1.97% 52
MWML
7680
M Wealth Management LLC
California
$115M +$1.04M +0.9% 1.61% 49 2.04%
BPW
7681
BLVD Private Wealth
Kentucky
$115M -$1.68M -1% 0.02% 80 18.75%
MWM
7682
MY Wealth Management
Maryland
$115M +$724K +0.6% 0.81% 25.2% 37 8.11%
SF
7683
Schaeffer Financial
Maryland
$115M +$4.29M +4% 1.05% 22 13.64%
TFA
7684
TandemGrowth Financial Advisors
Georgia
$115M 1.89% 24
CWM
7685
Cooke Wealth Management
California
$115M 1% 37
KPWM
7686
KDK Private Wealth Management
Texas
$115M +$15.9M +16% 0.35% 72 23.61%
MCM
7687
Multicoin Capital Management
Texas
$114M -$160M -58% 50.2% 4 25%
PR
7688
PSP Research
Pennsylvania
$114M 18.1% 85
MPGIG
7689
Mercato Partners Growth III GP
Utah
$114M 35.6% 1
LM
7690
Luminus Management
Texas
$114M +$2.94M +3% 5.44% 13.1% 30 63.33%
CWM
7691
Capstone Wealth Management
Montana
$114M 3.01% 40
RCP
7692
RPM Capital Partners
New York
$114M +$50.5M +79% 62.4% 2 50%
ACM
7693
Ativo Capital Management
Illinois
$114M -$4.43M -4% 3.64% 57.9% 64 25%
DAM
7694
Directional Asset Management
Illinois
$114M 5.32% 93
ABLA
7695
Alan B. Lancz & Associates
Ohio
$114M +$3.14M +3% 6.13% 139 10.79%
LSL
7696
Legacy Solutions LLC
Pennsylvania
$114M +$2.61M +2% 2.2% 83 8.43%
SHFC
7697
Safe Harbor Family Capital
North Carolina
$114M 1.25% 51
WIM
7698
Waycross Investment Management
Washington
$114M +$15.7M +16% 3.07% 47.6% 50 22%
KL
7699
Keenan LLC
Massachusetts
$114M 2.59% 41
PA
7700
Powerhouse Assets
Massachusetts
$114M 2.22% 54