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
SCM
5351
Sage Capital Management
New Jersey
$167M 147
AWM
5352
AAF Wealth Management
Massachusetts
$167M +$15M +10% 49
TWM
5353
Trinity Wealth Management
Pennsylvania
$167M +$5.8M +4% 48
BMC
5354
Beaton Management Company
Massachusetts
$167M +$13.1M +8% 135
IP
5355
Isomer Partners
New York
$167M +$25.5M +18% 16
DCM
5356
Decatur Capital Management
Georgia
$167M +$28.3M +20% 55
SV
5357
Sapphire Ventures
Texas
$167M -$6.82M -4% 8
OWA
5358
ORBA Wealth Advisors
Illinois
$167M 92
CWM
5359
Castle Wealth Management
Florida
$167M +$26.5M +19% 120
JGGDR
5360
JGP Global Gestao de Recursos
Brazil
$167M +$9.21M +6% 67
EWP
5361
Elevation Wealth Partners
California
$167M +$51M +44% 447
SRWM
5362
Shira Ridge Wealth Management
California
$167M +$14.4M +9% 74
EWA
5363
Etesian Wealth Advisors
Oregon
$166M +$17.9M +12% 111
NECFA
5364
New England Capital Financial Advisors
Connecticut
$166M +$21.4M +15% 418
SM
5365
Sensible Money
Arizona
$166M +$24.7M +17% 78
OCP
5366
OCO Capital Partners
New York
$166M +$30.7M +23% 4
RFG
5367
Range Financial Group
Oregon
$166M +$15.2M +10% 183
LAI
5368
Legal Advantage Investments
California
$166M +$26.4M +19% 101
FA
5369
Financial Avengers
California
$166M +$16.7M +11% 183
CWA
5370
Consilium Wealth Advisory
Texas
$166M +$23.5M +16% 89
HFP
5371
Holistic Financial Partners
Indiana
$166M +$15.6M +10% 125
AFM
5372
Abbot Financial Management
Massachusetts
$166M +$17.5M +12% 116
VAMG
5373
Voisard Asset Management Group
Michigan
$166M 384
PIA
5374
Pinion Investment Advisors
Kansas
$166M +$12.2M +8% 173
SIAG
5375
Signet Investment Advisory Group
Rhode Island
$166M +$15.7M +10% 67