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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
SF
7676
SeedSafe Financial
Texas
$139M +$17.4M +14% 8.98% 40 17.5%
BIS
7677
BG Investment Services
Guam
$139M +$18.4M +15% 12.2% 53 11.32%
KAM
7678
Karani Asset Management
New York
$139M +$16.6M +14% 29.6% 63 23.81%
NMC
7679
New Mountain Capital
New York
$139M +$28.8M +26% 26.3% 64.8% 1 0%
PC
7680
Purewater Capital
Texas
$139M +$34.1M +33% 31.7% 75 34.67%
GI
7681
GS Investments
Minnesota
$138M -$36.2M -21% 19.2% 94.1% 139 7.91%
SWM
7682
Sandro Wealth Management
New Jersey
$138M +$13.5M +11% 17.4% 108 12.96%
FFG
7683
First Financial Group
North Carolina
$138M +$15.9M +13% 9.48% 85 10.59%
EWP
7684
E-Wealth Partners
Minnesota
$138M +$14.5M +12% 13.8% 62 14.52%
HCM
7685
Hillman Capital Management
Maryland
$138M -$5.85M -4% 4.93% 20.2% 58 10.34%
PA
7686
Prosperity Advisers
Pennsylvania
$138M +$17.8M +15% 13.5% 45 15.56%
WA
7687
Wilmar Advisors
Florida
$138M +$22.4M +19% 29.9% 28 21.43%
AA
7688
ArborFi Advisors
Michigan
$138M +$15.4M +13% 11.7% 48 12.5%
ACM
7689
Appalachian Capital Management
Ohio
$138M +$12.9M +10% 11.5% 45 4.44%
BC
7690
Broadwater Capital
Massachusetts
$138M +$4.04M +3% 14.6% 218 7.8%
CFG
7691
Cassilly Financial Group
Maryland
$138M +$22.6M +20% 10% 79 24.05%
OIM
7692
Orca Investment Management
Oregon
$138M +$20.2M +17% 25.2% 122% 61 8.2%
ARA
7693
Approach Retirement Advisors
Alabama
$138M +$17.5M +15% 9.42% 86 12.79%
WAG
7694
Windsor Advisory Group
Ohio
$138M +$18M +15% 9.26% 48.2% 112 40.18%
LFS
7695
Littlejohn Financial Services
Oregon
$138M +$4.5M +3% 10.2% 86 46.51%
SM
7696
Soapstone Management
Maryland
$138M -$2.9M -2% 3.84% 30.3% 16 43.75%
MPM
7697
Mountaineer Partners Management
New York
$137M -$63.8M -32% 16.3% 158% 17 41.18%
RA
7698
Rubicon Advisors
California
$137M +$22.4M +20% 15.6% 95 30.53%
PGWM
7699
Pitti Group Wealth Management
New York
$137M +$14.1M +11% 9.9% 65.3% 85 5.88%
GF
7700
GTS Financial
Minnesota
$137M +$11M +9% 8.61% 48 25%