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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
EWM
7801
Evolution Wealth Management
Florida
$121M +$23.4M +24% 1.75% 790 30.63%
SWM
7802
Sandro Wealth Management
New Jersey
$121M 5.01% 93
MW
7803
Mueller Wealth
Wisconsin
$121M 1.25% 15
SO
7804
Sierra Ocean
California
$121M +$1.78M +1% 1.19% 68 17.65%
NL
7805
NorthAvenue LLC
Ohio
$121M 2.89% 375
EHAM
7806
Eagle Harbor Asset Management
Washington
$121M +$5.56M +5% 4.46% 69.7% 136 7.35%
HCM
7807
Hestia Capital Management
Pennsylvania
$121M -$37.1M -23% 6.3% 22 22.73%
ECM
7808
Explore Capital Management
Delaware
$121M -$41.1M -25% 5.86% 19 47.37%
SWM
7809
Sentinel Wealth Management
Virginia
$121M +$5.46M +5% 2.29% 38 0%
EFG
7810
Elm3 Financial Group
Georgia
$121M -$1.4M -1% 2.73% 128 25%
SAP
7811
Strategic Advisory Partners
North Carolina
$121M 2.3% 36
NI
7812
NDVR Inc
Massachusetts
$121M +$556K +0.5% 2.7% 147 39.46%
RC
7813
Rangeley Capital
Connecticut
$120M +$4.84M +4% 18.1% 176 57.95%
LRI
7814
Linden Rose Investment
Texas
$120M 5.6% 7
UA
7815
URS Advisory
Florida
$120M 3.68% 44
ARA
7816
Alexander Randolph Advisory
Virginia
$120M -$1M -0.8% 2.16% 56 8.93%
VWM
7817
Vigil Wealth Management
Florida
$120M 2.63% 77
FJWM
7818
Ferguson Johnson Wealth Management
Maryland
$120M 1.26% 35
DWA
7819
Davis Wealth Advisors
New Hampshire
$120M +$8.82M +8% 1.81% 72 6.94%
GBFP
7820
Golden Bell Financial Planning
Georgia
$120M +$5.05M +4% 1.26% 36 2.78%
SB
7821
Semitam Bonam
New York
$120M +$8.27M +7% 1.36% 48 10.42%
VA
7822
Valor Advisors
Florida
$120M 2.05% 36
AWM
7823
Alterna Wealth Management
Texas
$120M -$1.52M -1% 2.28% 48% 113 24.78%
VCWM
7824
Vista Cima Wealth Management
Arizona
$120M -$71.8K -0.1% 1.6% 79 40.51%
GSM
7825
Global Strategic Management
Puerto Rico
$120M 10.6% 27