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
LSWM
3976
Lorne Steinberg Wealth Management
Canada
$311M -$9.57M -3% 70
AU
3977
Algebris (UK)
United Kingdom
$311M +$85.4M +38% 50
BCCM
3978
Bridge Creek Capital Management
Massachusetts
$311M -$1.66M -0.5% 104
MLFP
3979
MPS Loria Financial Planners
Illinois
$310M +$12.5M +4% 84
ECM
3980
Estuary Capital Management
Minnesota
$310M +$64M +26% 20
BFW
3981
Brady Family Wealth
Missouri
$310M +$1.53M +0.5% 117
AA
3982
Addison Advisors
Vermont
$310M +$19.1M +7% 796
WM
3983
Wishbone Management
Illinois
$310M +$26.9M +9% 5
VP
3984
Verum Partners
North Carolina
$310M +$28.1M +10% 161
WCM
3985
Weaver Capital Management
Georgia
$310M +$21.3M +7% 181
SIS
3986
Strategic Investment Solutions
Illinois
$310M 629
RBFC
3987
Roman Butler Fullerton & Co
Missouri
$309M +$42.4M +16% 242
MAM
3988
McLean Asset Management
Virginia
$309M +$17.2M +6% 163
CWA
3989
Clarity Wealth Advisors
California
$309M +$13.4M +5% 88
AF
3990
Apollon Financial
South Carolina
$309M +$19.6M +7% 154
AFS
3991
Annapolis Financial Services
Maryland
$309M +$4.98M +2% 372
HWM
3992
Heirloom Wealth Management
Colorado
$309M +$15M +5% 51
SWMG
3993
Sanchez Wealth Management Group
Florida
$309M +$13.3M +5% 40
TCM
3994
TruNorth Capital Management
Michigan
$308M +$18.1M +6% 401
VC
3995
Vision Capital
Ontario, Canada
$308M -$24.4M -7% 21
MFGP
3996
Marshall Financial Group (Pennsylvania)
Pennsylvania
$308M +$4.81M +2% 59
KC
3997
Knuff & Co
California
$308M +$10.6M +4% 133
MCM
3998
Multicoin Capital Management
Texas
$308M +$7.11M +2% 3
CWM
3999
Cedar Wealth Management
California
$308M +$4.03M +1% 357
CPP
4000
Capasso Planning Partners
South Carolina
$308M +$66.5M +28% 153