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
SWM
5176
Sterling Wealth Management
Illinois
$178M 93
CFGF
5177
Compass Financial Group (Florida)
Florida
$178M +$13.1M +8% 36
ACP
5178
Acuta Capital Partners
California
$178M +$40.1M +29% 55
MFC
5179
Mechanics Financial Corp
Ohio
$178M -$4.17M -2% 221
TCM
5180
Tieton Capital Management
Washington
$178M +$18.9M +12% 37
WF
5181
Warner Financial
Maryland
$177M +$26.8M +18% 102
MAS
5182
Madden Advisory Services
Florida
$177M +$19.4M +12% 94
WA1
5183
Wimmer Associates 1
California
$177M +$17.1M +11% 109
PGDP
5184
Pragma Gestao de Patrimonio
Brazil
$177M +$11.8M +7% 24
BCFD
5185
Boit C.F. David
$177M +$30.9M +21% 133
BAM
5186
Bayview Asset Management
Florida
$177M -$26.4M -13% 20
LIG
5187
Lokken Investment Group
Delaware
$177M +$24.3M +16% 148
IFO
5188
Independent Family Office
New York
$177M +$16.7M +10% 75
RTL
5189
Red Tortoise LLC
Georgia
$177M +$27.5M +18% 607
DWM
5190
Denver Wealth Management
Colorado
$177M +$22.1M +14% 78
WAM
5191
Waterfall Asset Management
New York
$177M 7
E
5192
EnerVest
Texas
$177M -$13.4M -7% 1
RFS
5193
Retirement Financial Solutions
Tennessee
$177M +$28.2M +19% 47
NLP
5194
Next Level Private
New York
$176M +$25.7M +17% 111
CHA
5195
Cooper/Haims Advisors
New York
$176M +$47.9M +37% 86
AWMT
5196
AAFMAA Wealth Management & Trust
North Carolina
$176M +$68.7M +64% 61
USB
5197
Union Savings Bank
Connecticut
$176M +$15.9M +10% 312
AGM
5198
Aragon Global Management
Florida
$176M 15
WSWA
5199
Warren Street Wealth Advisors
California
$176M +$25M +17% 90
PWG
5200
Private Wealth Group
Florida
$176M +$23.6M +15% 56