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
SSW
4226
Stone Summit Wealth
Florida
$298M -$12M -4% 141
AFA
4227
AllGen Financial Advisors
Florida
$298M -$10.3M -3% 44
FP
4228
Financial Perspectives
Minnesota
$298M +$9.25M +3% 738
FSA
4229
Financial Sense Advisors
California
$298M -$64.7M -18% 132
SL
4230
SOF Ltd
Cayman Islands
$298M +$24.3M +9% 1
DWM
4231
Darwin Wealth Management
Florida
$298M -$66.9M -18% 706
OCPWS
4232
One Charles Private Wealth Services
Massachusetts
$297M +$34.4M +13% 162
APW
4233
Acima Private Wealth
Virginia
$297M -$1.29M -0.4% 184
HCA
4234
Horan Capital Advisors
Ohio
$297M -$4.03M -1% 125
CWA
4235
CJM Wealth Advisers
Virginia
$297M +$4.99M +2% 72
WPC
4236
White Pine Capital
Minnesota
$297M +$4.1M +1% 227
TWM
4237
TriaGen Wealth Management
California
$297M -$1.86M -0.6% 191
ACM
4238
Arcataur Capital Management
Wisconsin
$297M +$1.05M +0.4% 97
ACM
4239
Alight Capital Management
New York
$297M +$19.5M +7% 72
BC
4240
Bridgefront Capital
Texas
$297M +$37.2M +14% 827
BCM
4241
Boone Capital Management
Georgia
$296M -$89.3M -23% 19
GJWM
4242
Gilliland Jeter Wealth Management
Arkansas
$296M -$13.3M -4% 665
SC
4243
Steph & Co
Wisconsin
$296M -$18M -6% 305
WAM
4244
Wakefield Asset Management
Colorado
$296M -$11.2M -4% 179
SA
4245
Strategic Advocates
Utah
$296M +$16.9M +6% 130
PIC
4246
PCJ Investment Counsel
Ontario, Canada
$296M -$19.7M -6% 84
SIC
4247
Shoker Investment Counsel
Ohio
$296M -$1.33M -0.4% 104
KA
4248
Kerrisdale Advisers
Florida
$296M +$1.85M +0.6% 102
NFP
4249
Narus Financial Partners
Utah
$296M +$16.7M +6% 160
ER
4250
EVR Research
Virginia
$296M -$99.4M -25% 48