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
SAMC
5226
Spectrum Asset Management (California)
California
$230M +$5.05M +2% 105
MWM
5227
MBE Wealth Management
Wisconsin
$230M +$21M +10% 136
SIAS
5228
Summit Investment Advisory Services
Minnesota
$230M +$26M +13% 71
HT
5229
HAP Trading
New York
$230M -$50.9M -18% 525
TWA
5230
Trellis Wealth Advisors
California
$230M +$23.7M +11% 37
GFG
5231
Greenbush Financial Group
New York
$230M +$28.5M +14% 33
LK
5232
Lumbard & Kellner
New Hampshire
$229M +$2.62M +1% 97
SAM
5233
Stenahm Asset Management
Guernsey
$229M -$16.3M -7% 33
CWM
5234
Collaborative Wealth Management
Florida
$229M +$15.4M +7% 188
CI
5235
Cherokee Insurance
Michigan
$229M +$2.92M +1% 124
RFA
5236
Register Financial Advisors
Georgia
$229M +$36.9M +19% 347
WIM
5237
Wittenberg Investment Management
Massachusetts
$229M +$7.21M +3% 80
BC
5238
Bayforest Capital
United Kingdom
$229M -$725K -0.3% 939
GPFA
5239
Game Plan Financial Advisors
Ohio
$229M +$22.9M +11% 420
PGDP
5240
Pragma Gestao de Patrimonio
Brazil
$229M +$42.1M +23% 23
VVVM4
5241
Viola Ventures VC Management 4
Israel
$229M +$30.1M +15% 4
AWMNH
5242
Arcadia Wealth Management (New Hampshire)
New Hampshire
$229M +$26.2M +13% 66
PIP
5243
Palisades Investment Partners
California
$229M +$29.5M +15% 42
HFP
5244
Holistic Financial Partners
Indiana
$228M +$21M +10% 135
DCM
5245
Decatur Capital Management
Georgia
$228M +$35.6M +18% 42
CW
5246
Curio Wealth
Maryland
$228M +$36.3M +19% 409
HIS
5247
Horizon Investment Services
Indiana
$228M +$22.4M +11% 130
SCM
5248
Stonehill Capital Management
New York
$228M -$99.7M -30% 17
LIA
5249
Luken Investment Analytics
Tennessee
$228M +$14.6M +7% 153
VSI
5250
Verde Servicos Internacionais
Brazil
$228M +$53.1M +30% 48