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
NOI
4401
Newton One Investments
Delaware
$280M +$20.2M +8% 122
FFO
4402
Fortitude Family Office
Arizona
$280M -$315K -0.1% 1,308
HFA
4403
Highland Financial Advisors
New Jersey
$280M -$9.08M -3% 60
LCM
4404
Lynx1 Capital Management
Puerto Rico
$279M +$12.5M +5% 20
SW
4405
SMART Wealth
Nebraska
$279M -$1.91M -0.7% 174
RGC
4406
Redwood Grove Capital
California
$279M -$44M -14% 25
FCT
4407
Family Capital Trust
Massachusetts
$279M -$16.2M -5% 65
RWI
4408
Red Wave Investments
Pennsylvania
$279M -$7.03M -2% 107
CCIP
4409
Camrose Capital Investment Partners
United Kingdom
$279M +$188M +206% 9
APW
4410
Acima Private Wealth
Virginia
$279M -$18.4M -6% 184
EFA
4411
Evernest Financial Advisors
Indiana
$279M -$107M -28% 176
BWG
4412
Beta Wealth Group
California
$278M +$52.4M +23% 123
SCPM
4413
Sea Cliff Partners Management
California
$278M -$9.91M -3% 19
VWA
4414
VSM Wealth Advisory
Maryland
$278M -$2.07M -0.7% 533
SC
4415
Steph & Co
Wisconsin
$278M -$18.1M -6% 284
BP
4416
Bandera Partners
New York
$278M +$15.3M +6% 19
DP
4417
Denver PWM
Colorado
$278M +$19.5M +8% 236
MCM
4418
Millstreet Capital Management
Massachusetts
$278M -$1.2M -0.4% 3
SP
4419
Sequent Planning
Nebraska
$278M +$5.28M +2% 153
TPC
4420
Tiger Pacific Capital
New York
$278M -$96.3M -26% 17
BWM
4421
BNC Wealth Management
Oregon
$278M -$26.5M -9% 109
GM
4422
Granger Management
New York
$277M -$162M -37% 7
MWM
4423
McMill Wealth Management
Nebraska
$277M +$30.4M +12% 51
SFG
4424
Sterling Financial Group
California
$277M +$8.59M +3% 67
TFA
4425
Trinity Financial Advisors
Ohio
$277M +$14M +5% 92