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
NLVP
3176
New Leaf Venture Partners
New York
$390M -$40.1M -9% 19
SWA
3177
SOA Wealth Advisors
New York
$389M +$31.7M +9% 1,003
AIS
3178
AM Investment Strategies
Tennessee
$389M +$29.9M +8% 105
JAM
3179
JCIC Asset Management
Ontario, Canada
$389M +$104M +37% 126
FMP
3180
Financial Management Professionals
Texas
$388M +$14.8M +4% 992
SFA
3181
Source Financial Advisors
New York
$388M +$13.6M +4% 115
SAS
3182
Sanford Advisory Services
Michigan
$388M +$29.6M +8% 110
ASM
3183
ATW SPAC Management
New York
$388M 129
FPGK
3184
Financial Partners Group (Kansas)
Kansas
$388M +$35.8M +10% 155
MIM
3185
Martin Investment Management
Florida
$388M +$34.2M +10% 53
WI
3186
WrapManager Inc
California
$388M +$27.8M +8% 312
SCP
3187
Steamboat Capital Partners
New York
$388M +$48.9M +14% 52
DOA
3188
D'Orazio & Associates
Virginia
$388M +$29.9M +8% 432
LWM
3189
Laidlaw Wealth Management
New York
$388M +$95.1M +32% 282
OCM
3190
Oakwood Capital Management
California
$388M +$48.3M +14% 62
SG
3191
Swarthmore Group
Pennsylvania
$387M +$21.4M +6% 50
3CP
3192
3G Capital Partners
New York
$387M +$118M +44% 19
AWC
3193
Abundance Wealth Counselors
Pennsylvania
$387M -$15.3M -4% 384
ECM
3194
EagleClaw Capital Management
Massachusetts
$387M +$38.7M +11% 140
CCP
3195
Cyrus Capital Partners
New York
$386M -$23.2M -6% 17
PWS
3196
Private Wealth Strategies
Ohio
$386M +$28.8M +8% 74
HP
3197
Holowesko Partners
Bahamas
$386M +$28.5M +8% 27
SDWMA
3198
Schneider Downs Wealth Management Advisors
Pennsylvania
$386M -$23.1M -6% 143
ERWM
3199
Elk River Wealth Management
Colorado
$386M +$34.9M +10% 127
22CM
3200
20/20 Capital Management
California
$386M +$40.7M +12% 171