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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
SG
8026
Sherry Group
Arkansas
$95.4M 0.7% 43
WAG
8027
Wallace Advisory Group
California
$95.3M -$29.1M -23% 5.47% 43.5% 177 32.77%
WCBA
8028
Weaver C. Barksdale & Associates
Tennessee
$95.3M -$8.62M -8% 1.03% 40.1% 62 0%
APW
8029
Axim Planning & Wealth
Ohio
$95.1M -$31.7M -25% 16.2% 13.2% 96 36.46%
KAM
8030
Kazazian Asset Management
Florida
$95M +$12.1M +15% 7.7% 56 26.79%
TWM
8031
Tortuga Wealth Management
California
$94.9M 4.55% 105
BI
8032
Breachway Investments
Rhode Island
$94.8M 2.02% 98
TF
8033
Thayer Financial
North Carolina
$94.6M 1.88% 33
VCM
8034
Vennlight Capital Management
Connecticut
$94.5M +$17.7M +23% 3.89% 46 84.78%
OIS
8035
OneAscent Investment Solutions
Alabama
$94.4M +$399K +0.4% 1.74% 128 12.5%
BFS
8036
Boyer Financial Services
California
$94.3M 1.78% 51
PCP
8037
Pacific Capital Partners
$94.2M +$4.34M +5% 4.01% 37 13.51%
SFO
8038
Standard Family Office
South Dakota
$94.1M +$1.85M +2% 2.06% 57.4% 29 0%
FCM
8039
Fourier Capital Management
$94.1M 15.2% 20
DFG
8040
DiPaolo Financial Group
Florida
$93.9M 1.71% 31
OAG
8041
Oakmont Advisory Group
New Mexico
$93.7M 0.93% 116
DWRES
8042
Divco West Real Estate Services
California
$93.3M -$14.3M -13% 12.5% 9.7% 4 0%
FWS
8043
FinDec Wealth Services
California
$93.2M -$3.33M -3% 1.88% 40.4% 35 11.43%
AM
8044
Account Management
Massachusetts
$93.2M -$619K -0.7% 0.17% 74.9% 23 4.35%
SPW
8045
Surience Private Wealth
Washington
$93.1M -$16.3M -15% 3.88% 168% 51 76.47%
BWM
8046
Briggs Wealth Management
Connecticut
$93M 1.87% 54
AWA
8047
Ark Wealth Advisors
California
$92.9M 2.46% 77
JCM
8048
JAT Capital Management
Connecticut
$92.9M +$46.6M +101% 3.53% 446% 28 82.14%
CG
8049
Circumference Group
Arkansas
$92.8M +$3.32M +4% 6.58% 28 35.71%
CPM
8050
Corre Partners Management
New York
$92.8M +$4.67M +5% 3.17% 201% 5 40%