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
SFMG
4576
Sage Financial Management Group
Virginia
$313M +$24.2M +8% 57
PWM
4577
Palumbo Wealth Management
New York
$313M -$9.8M -3% 235
CCMI
4578
Creative Capital Management Investments
California
$313M +$33.1M +12% 336
NFGCM
4579
Norman Fields Gottscho Capital Management
New York
$313M +$10.7M +4% 68
SCA
4580
Sandy Cove Advisors
Massachusetts
$313M +$36M +13% 142
CCM
4581
Cutler Capital Management
Massachusetts
$313M +$25.4M +9% 128
LAM
4582
Lynch Asset Management
Pennsylvania
$313M +$29.1M +10% 60
JD6
4583
J Digital 6
Illinois
$312M 2
SIC
4584
Sterling Investment Counsel
New York
$312M +$141M +83% 187
SAAM
4585
Solus Alternative Asset Management
New Jersey
$312M +$32.1M +11% 9
AAI
4586
American Assets Inc
California
$312M +$24M +8% 29
PHWM
4587
Pine Harbor Wealth Management
Maryland
$312M +$27.5M +10% 113
PAM
4588
Pegasus Asset Management
New York
$312M +$19.8M +7% 72
PWM
4589
Penobscot Wealth Management
Maine
$312M +$32.3M +12% 106
OCP
4590
OCO Capital Partners
New York
$311M +$78.4M +34% 4
PC
4591
Pecaut & Co
Iowa
$311M +$10.1M +3% 86
FLA
4592
Financial Life Advisors
Texas
$311M +$19M +7% 49
IWN
4593
Independent Wealth Network
Iowa
$311M +$36.3M +13% 288
SPG
4594
Snow Phipps Group
New York
$311M +$12.5M +4% 2
WE
4595
Wealth Effects
Massachusetts
$311M +$43.7M +16% 229
BI
4596
Berkeley Inc
Idaho
$311M +$32.3M +12% 78
3F
4597
360 Financial
Minnesota
$311M -$5.94M -2% 96
VC
4598
Veracity Capital
Georgia
$311M +$22.7M +8% 263
HPM
4599
Hoxton Planning & Management
West Virginia
$311M +$21.4M +7% 229
CFGA
4600
Cambridge Financial Group (Arizona)
Arizona
$311M +$44.3M +17% 166