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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
7801
Sherman Wealth Management
Maryland
$133M +$16.4M +14% 15.6% 87 11.49%
RHIG
7802
R.H. Investment Group
Arizona
$133M +$3.1M +2% 7.19% 48 8.33%
SI
7803
Severin Investments
Missouri
$133M +$16.2M +14% 24.1% 203 30.05%
FFP
7804
Frisco Financial Planning
Texas
$133M +$11.5M +9% 9.04% 29 0%
CWM
7805
Centrica Wealth Management
Florida
$133M 18.4% 7
NCTC
7806
New Covenant Trust Company
Indiana
$133M +$20.6M +18% 18.2% 108 12.04%
HFCIV
7807
H&F Corporate Investors VIII
California
$133M +$69.1M +109% 109% 33.8% 1 0%
DG
7808
Daventry Group
New York
$133M +$44.7M +51% 42.6% 26.2% 13 53.85%
VCM
7809
Veradace Capital Management
Texas
$132M +$20M +18% 36.2% 31 29.03%
DFG
7810
Dynamic Financial Group
Iowa
$132M +$10.1M +8% 5.43% 79 16.46%
NDWM
7811
New Dimensions Wealth Management
Texas
$132M +$14.9M +13% 8.76% 21 4.76%
NC
7812
North Capital
Utah
$132M +$14.3M +12% 11.6% 106 16.04%
MSK
7813
Melissa S. Kampmann
$132M +$7.75M +6% 10.5% 70.4% 45 6.67%
CW
7814
Cedarwood Wealth
Colorado
$132M +$33.3M +34% 25% 101 24.75%
HPM
7815
Hudson Portfolio Management
New York
$132M +$13.5M +11% 8.8% 122 13.11%
LGG
7816
Luts & Greenleigh Group
Maryland
$132M +$5.91M +5% 8.91% 108 20.37%
FPFC
7817
Financial Planning Fort Collins
Colorado
$132M -$1.37M -1% 11.2% 34 5.88%
VFP
7818
Vilga Financial Planning
New Jersey
$132M +$20.1M +18% 18.4% 97 18.56%
GCM
7819
Goldstream Capital Management
Hong Kong
$132M +$11.5M +10% 98% 686% 47 40.43%
FGC
7820
First Growth Capital
Maryland
$132M +$21M +19% 24% 149 20.81%
MWM
7821
McCartney Wealth Management
Missouri
$132M +$13.1M +11% 10.5% 66 3.03%
QC
7822
Quantedge Capital
Singapore
$132M -$50.9M -28% 12.9% 110% 69 55.07%
FB
7823
Finward Bancorp
Indiana
$132M +$6.76M +5% 12.6% 112 11.61%
TWM
7824
Tortuga Wealth Management
California
$132M +$24.9M +23% 14.4% 141 19.86%
KCWM
7825
Kane Co Wealth Management
Iowa
$132M +$13.2M +11% 8.93% 54 7.41%