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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
ERWM
8326
E&R Wealth Management
South Carolina
$95.8M 1.17% 12
ITG
8327
Index Technologies Group
New York
$95.8M 3.18% 142
PWM
8328
Partners Wealth Management
California
$95.7M -$5.56M -5% 1.65% 126 17.46%
PHIMC
8329
Private Harbour Investment Management & Counsel
Ohio
$95.6M -$958K -1% 8.19% 82.6% 40 10%
OIM
8330
Oceanic Investment Management
Isle Of Man
$95.5M 12% 40
SG
8331
Sherry Group
Arkansas
$95.4M 0.7% 43
VIP
8332
Value Investment Professionals
New York
$95.4M 2.77% 77
WAG
8333
Wallace Advisory Group
California
$95.3M -$29.1M -23% 5.47% 50.9% 177 32.77%
WCBA
8334
Weaver C. Barksdale & Associates
Tennessee
$95.3M -$8.62M -8% 1.03% 52.2% 62 0%
APW
8335
Axim Planning & Wealth
Ohio
$95.1M -$31.7M -25% 16.2% 3.66% 96 36.46%
KAM
8336
Kazazian Asset Management
Florida
$95M +$12.1M +15% 7.7% 56 26.79%
TWM
8337
Tortuga Wealth Management
California
$94.9M 4.55% 105
BI
8338
Breachway Investments
Rhode Island
$94.8M 2.02% 98
TF
8339
Thayer Financial
North Carolina
$94.6M 1.88% 33
MTI
8340
Merrithew & Thorsten Inc
California
$94.5M 0.14% 113
VCM
8341
Vennlight Capital Management
Connecticut
$94.5M +$17.7M +23% 3.89% 46 84.78%
OIS
8342
OneAscent Investment Solutions
Alabama
$94.4M +$399K +0.4% 1.74% 128 12.5%
BFS
8343
Boyer Financial Services
California
$94.3M 1.78% 51
PCP
8344
Pacific Capital Partners
$94.2M +$4.34M +5% 4.01% 49.8% 37 13.51%
SFO
8345
Standard Family Office
South Dakota
$94.1M +$1.85M +2% 2.06% 67.6% 29 0%
FCM
8346
Fourier Capital Management
$94.1M 15.2% 20
DFG
8347
DiPaolo Financial Group
Florida
$93.9M 1.71% 31
OAG
8348
Oakmont Advisory Group
New Mexico
$93.7M 0.93% 116
WPA
8349
Winning Points Advisors
Florida
$93.5M 3.5% 43
DWRES
8350
Divco West Real Estate Services
California
$93.3M -$14.3M -13% 12.5% 22.3% 4 0%