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
WWM
4926
Westwood Wealth Management
California
$232M -$44.9M -16% 50
RF
4927
Rossby Financial
Florida
$232M +$74M +47% 1,077
MCC
4928
Malaga Cove Capital
California
$231M -$23.4M -9% 215
SCM
4929
Stonebridge Capital Management
California
$231M -$12.9M -5% 85
EWP
4930
Elevation Wealth Partners
California
$231M -$5.36M -2% 520
DG
4931
Daventry Group
New York
$231M -$30.6M -12% 10
ACH
4932
Axis Capital Holdings
Bermuda
$231M -$158K -0.1% 3
SFS
4933
Searcy Financial Services
Kansas
$231M +$14.6M +7% 28
ACM
4934
Ardent Capital Management
Ohio
$231M +$11.3M +5% 46
ALC
4935
Alexander Labrunerie & Co
Missouri
$231M +$4.75M +2% 112
CPW
4936
Crestmont Private Wealth
Texas
$231M +$8.7M +4% 88
BHMP
4937
Bardin Hill Management Partners
New York
$231M +$52.8M +30% 42
AWS
4938
Arkfeld Wealth Strategies
Nebraska
$231M +$13M +6% 99
OWM
4939
OneAscent Wealth Management
Alabama
$231M -$11.8M -5% 168
NRC
4940
New Republic Capital
North Carolina
$231M +$77.5M +51% 258
HA
4941
Hanover Advisors
South Carolina
$231M -$7.76M -3% 97
FPGT
4942
Financial Partners Group (Tennessee)
Tennessee
$230M -$10.4M -4% 96
FPCG
4943
Forum Private Client Group
Indiana
$230M +$5.78M +3% 78
CFG
4944
Cambridge Financial Group
Ohio
$230M -$11.8M -5% 36
JCM
4945
Jacobsen Capital Management
Utah
$230M -$4.72M -2% 104
SWM
4946
Selective Wealth Management
Virginia
$230M -$16.5M -7% 109
BIMC
4947
Benson Investment Management Company
Virginia
$230M -$11M -5% 60
SCG
4948
Sonata Capital Group
Washington
$230M -$11.8M -5% 114
MC
4949
McCarthy & Cox
Ohio
$230M -$58.5M -20% 68
CCM
4950
Cutter Capital Management
New York
$230M -$14.4M -6% 31