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
SWM
4376
Sterling Wealth Management
Illinois
$330M +$36.4M +12% 115
VWM
4377
VCI Wealth Management
Missouri
$330M +$44.1M +15% 145
BCH
4378
Berkshire Capital Holdings
California
$329M +$43.4M +15% 124
PCR
4379
Potrero Capital Research
California
$329M +$114M +53% 46
3C
4380
325 Capital
New York
$329M +$75.7M +30% 12
SHFA
4381
SS&H Financial Advisors
Michigan
$329M +$29.7M +10% 130
CCM
4382
Carmel Capital Management
California
$329M +$32.5M +11% 25
ITIM
4383
Indiana Trust & Investment Management
Indiana
$329M +$26.3M +9% 494
NC
4384
Nixon Capital
Texas
$329M +$21.4M +7% 27
MIM
4385
Moseley Investment Management
Florida
$329M +$38.4M +13% 179
HZ
4386
Hixon Zuercher
Ohio
$329M +$19.1M +6% 87
IFA
4387
Independence Financial Advisors
New Hampshire
$328M +$71.2M +28% 55
LLWM
4388
Life Line Wealth Management
California
$328M +$19.2M +6% 37
RWA
4389
Rooted Wealth Advisors
Illinois
$328M +$38.6M +13% 130
LAM
4390
LOM Asset Management
$328M +$32.3M +11% 259
CWM
4391
Chesapeake Wealth Management
Virginia
$328M +$27.9M +9% 162
AWP
4392
Accretive Wealth Partners
New Jersey
$328M +$22.8M +7% 155
ES
4393
Enavate Sciences
California
$328M +$151M +86% 7
SC
4394
Steph & Co
Wisconsin
$327M +$19.2M +6% 328
GCP
4395
Gill Capital Partners
Colorado
$327M +$16.5M +5% 151
TWD
4396
True Wealth Design
Ohio
$327M +$43.4M +15% 2,918
ASI
4397
All-Stars Investment
Hong Kong
$327M +$29.2M +10% 4
HP
4398
HT Partners
Connecticut
$327M -$167K -0.1% 52
FP
4399
Fiduciary Planning
Florida
$327M +$24.8M +8% 89
FLI
4400
Family Legacy Inc
South Carolina
$327M +$19.6M +6% 122