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
SW
5076
StrongBox Wealth
Missouri
$157M -$1.42M -0.9% 87
BMCM
5077
Burns Matteson Capital Management
New York
$157M -$5.73M -4% 180
SIAM
5078
Sterling Investment Advisors (Missouri)
Missouri
$157M -$310K -0.2% 31
PSIWM
5079
Paradigm Strategies in Wealth Management
Minnesota
$157M +$9.07M +6% 48
DG
5080
Daventry Group
New York
$157M +$21.7M +16% 9
TCOK
5081
Trust Company of Kansas
Kansas
$157M -$10.5M -6% 50
VWM
5082
Vigilare Wealth Management
Arizona
$157M -$16.6M -10% 94
CCC
5083
Cincinnati Casualty Company
Ohio
$157M -$8.18M -5% 26
WPM
5084
Worldly Partners Management
Massachusetts
$157M -$18M -10% 4
BWM
5085
Benchmark Wealth Management
Connecticut
$157M -$9.1M -5% 49
BWM
5086
Baron Wealth Management
Michigan
$157M -$882K -0.6% 154
CA
5087
Claris Advisors
Missouri
$157M +$12.2M +8% 50
HB
5088
Horizon Bancorp
Indiana
$156M -$317K -0.2% 254
LEFP
5089
Leading Edge Financial Planning
Tennessee
$156M +$3.33M +2% 74
CP
5090
CPV Partners
Connecticut
$156M +$7.76M +5% 7
FCA
5091
Fortis Capital Advisors
Kansas
$156M -$14.5M -8% 124
MPM
5092
Mountaineer Partners Management
New York
$156M -$25.3M -14% 16
HCM
5093
Hall Capital Management
Rhode Island
$156M -$21M -12% 94
SFPG
5094
Stonebridge Financial Planning Group
Florida
$156M -$8.18M -5% 142
FOA
5095
Five Oceans Advisors
California
$156M +$586K +0.4% 161
MSFP
5096
Mark Sheptoff Financial Planning
Connecticut
$156M -$19.5M -11% 408
MMHP
5097
Murphy Middleton Hinkle & Parker
Georgia
$156M -$4.47M -3% 139
ADIM
5098
Alpha DNA Investment Management
Maryland
$156M -$20.9M -12% 226
AH
5099
Aviva Holdings
Bahamas
$156M +$18.8M +14% 4
FCPV
5100
FS Capital Partners VI
California
$156M -$163M -51% 1