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
4626
Sage Financial Management Group
Virginia
$258M +$225M +684% 54
YCM
4627
Yakira Capital Management
Connecticut
$258M +$4.89M +2% 328
KFSC
4628
Keystone Financial Services (Colorado)
Colorado
$258M +$16.5M +7% 100
FC
4629
FACT Capital
New York
$258M -$22.6M -8% 19
VP
4630
Vitruvian Partners
United Kingdom
$257M -$83.2M -24% 8
HVP
4631
Hudson Value Partners
Florida
$257M +$20.9M +9% 103
BMWM
4632
Brown Miller Wealth Management
Virginia
$257M +$16.5M +7% 133
RHP
4633
Royal Harbor Partners
Texas
$257M +$15.6M +6% 54
OIC
4634
Orion Investment Company
Missouri
$257M +$6.2M +2% 66
PWM
4635
Palumbo Wealth Management
New York
$257M +$20.5M +9% 168
CAG
4636
Compass Advisory Group
New York
$257M +$32M +14% 71
CWM
4637
Concentrum Wealth Management
California
$257M +$19.2M +8% 74
MIM
4638
MTM Investment Management
South Carolina
$257M +$12.9M +5% 277
GFPC
4639
Global Financial Private Client
Florida
$257M +$17.4M +7% 828
CWA
4640
Centennial Wealth Advisory
Michigan
$257M +$25.7M +11% 167
SCM
4641
Segra Capital Management
Florida
$256M +$147M +135% 8
MECA
4642
Miller Equity Capital Advisors
Texas
$256M +$15.8M +7% 56
UCB
4643
United Community Bank
South Carolina
$256M +$8.65M +3% 393
PH
4644
Pinnacle Holdings
Oklahoma
$256M +$10.1M +4% 261
TWD
4645
True Wealth Design
Ohio
$256M -$149M -37% 1,325
RLIM
4646
Red Lighthouse Investment Management
New York
$256M +$17.1M +7% 106
BBWA
4647
Bell & Brown Wealth Advisors
California
$256M -$5.19M -2% 73
SAM
4648
Selway Asset Management
$256M +$10.9M +4% 80
EW
4649
Enzi Wealth
Texas
$256M +$28.5M +13% 72
SRA
4650
Summit Rock Advisors
New York
$256M -$67.8M -21% 8