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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
PWM
7901
Pursuit Wealth Management
Florida
$116M 2.25% 118
MFG
7902
Macco Financial Group
Wisconsin
$116M 2.06% 19
CF
7903
Conquis Financial
California
$116M +$10.7M +10% 2.69% 68 20.59%
TCM
7904
Tao Capital Management
California
$116M -$16M -12% 3.81% 314% 10 20%
HPM
7905
Hudson Portfolio Management
New York
$116M +$3.27M +3% 5.11% 113 7.08%
AWA
7906
Asempa Wealth Advisors
Louisiana
$116M 2.16% 113
ARA
7907
Approach Retirement Advisors
Alabama
$116M 1.81% 78
TFS
7908
Targeted Financial Services
Florida
$116M 3.51% 52
IFO
7909
Intrepid Family Office
Florida
$116M -$3.52M -3% 9.72% 46 36.96%
NC
7910
North Capital
Utah
$116M -$13.2M -10% 2.18% 732 88.11%
VFO
7911
Virtus Family Office
Texas
$116M +$9.18M +9% 2.53% 48.4% 67 26.87%
SFP
7912
Sherwood Financial Partners
California
$116M +$1.37M +1% 1.18% 9 11.11%
MWM
7913
McCartney Wealth Management
Missouri
$116M 2.14% 61
PPWM
7914
Perissos Private Wealth Management
Oklahoma
$116M -$21.5M -16% 3.11% 85 17.65%
BPW
7915
Bingham Private Wealth
California
$116M 4.31% 151
KSB
7916
Kennebec Savings Bank
Maine
$116M +$6.08M +6% 3.48% 259 4.25%
BCM
7917
BML Capital Management
Indiana
$116M +$6.47M +6% 26.3% 349% 25 56%
SGM
7918
Sellaronda Global Management
New York
$116M +$2.47M +2% 0.4% 9 33.33%
PCC
7919
Park Circle Company
Maryland
$116M -$3.74M -3% 2.03% 70.5% 70 28.57%
AWA
7920
A4 Wealth Advisors
North Carolina
$116M -$3.08M -3% 2.31% 179 36.87%
SFGM
7921
Stonebridge Financial Group (Missouri)
Missouri
$116M 4.45% 159
IVMX
7922
Institutional Venture Management XV
California
$116M -$15.9M -12% 6.83% 116% 3 0%
SGFG
7923
Silver Grove Financial Group
New York
$115M +$10.1M +10% 2.53% 152 38.16%
SCM
7924
Susquehanna Capital Management
Pennsylvania
$115M -$37.4M -24% 7.11% 40.8% 1 0%
OM
7925
OV Management
Minnesota
$115M -$2.46M -2% 0.68% 56 1.79%