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
WCM
3976
Whitener Capital Management
North Carolina
$222M -$44.4M -17% 149
APW
3977
Aurora Private Wealth
New Jersey
$222M -$21M -9% 204
MLFP
3978
MPS Loria Financial Planners
Illinois
$222M -$16.5M -7% 85
LF
3979
Lantz Financial
Illinois
$222M -$24.2M -10% 185
CFG
3980
Compton Financial Group
Maryland
$222M -$20.7M -9% 35
BHWM
3981
Bay Harbor Wealth Management
Maryland
$222M -$25.9M -10% 213
SIM
3982
Sentry Investment Management
Wisconsin
$221M -$92.6M -29% 512
DI
3983
Disciplined Investments
Oklahoma
$221M -$19.2M -8% 1,743
GCCM
3984
Green Court Capital Management
Hong Kong
$221M +$43.8M +25% 2
NPT
3985
Nixon Peabody Trust
Massachusetts
$221M -$69.3M -24% 82
SHIM
3986
Stone House Investment Management
Pennsylvania
$221M -$72.4M -25% 52
BA
3987
Birinyi Associates
Connecticut
$221M -$69.1M -24% 64
ACM
3988
Anfield Capital Management
California
$221M -$52.5M -19% 108
HA
3989
Herold Advisors
New York
$221M -$60.1M -21% 725
SEEDPG
3990
S.E.E.D. Planning Group
New York
$221M -$13.7M -6% 96
EBT
3991
Enterprise Bank & Trust
Massachusetts
$221M -$33.8M -13% 98
JF
3992
JSF Financial
California
$221M -$14.3M -6% 125
FG
3993
Foundry Group
Colorado
$221M -$62.3M -22% 4
CFO
3994
Colony Family Offices
North Carolina
$221M +$12.2M +6% 76
RWA
3995
Redhawk Wealth Advisors
Minnesota
$221M -$156M -41% 218
BZWA
3996
Blue Zone Wealth Advisors
California
$221M -$47.6M -18% 106
SCM
3997
Stormborn Capital Management
Connecticut
$221M -$12.7M -5% 34
OFS
3998
OneAscent Financial Services
Alabama
$221M +$80.6M +58% 254
WCA
3999
Waypoint Capital Advisors
Minnesota
$220M +$50.2M +30% 146
AWM
4000
Aries Wealth Management
Maine
$220M -$10.8M -5% 233