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
SVBP
5426
Strategic Value Bank Partners
Ohio
$145M +$34.9M +32% 22
AWA
5427
Acorn Wealth Advisors
Michigan
$145M -$12.3M -8% 184
RTM
5428
Rizvi Traverse Management
Florida
$145M -$243M -63% 2
CCP
5429
Cunning Capital Partners
North Carolina
$145M -$38.5M -21% 49
AWM
5430
Altus Wealth Management
Kentucky
$145M -$22.7M -13% 39
ORC
5431
O'Rourke & Company
Massachusetts
$145M -$4.83M -3% 127
FFA
5432
Freedman Financial Associates
Massachusetts
$145M -$1.29M -0.9% 541
BCP
5433
Bluegrass Capital Partners
Florida
$145M +$9.51M +7% 15
RC
5434
Roubaix Capital
Colorado
$145M -$18.9M -12% 61
HSG
5435
Helen Stephens Group
Texas
$145M +$20.3M +16% 65
RDFA
5436
Ritter Daniher Financial Advisory
Ohio
$145M -$4.92M -3% 268
SA
5437
swisspartners Advisors
Switzerland
$145M +$4.97M +4% 33
BIG
5438
Boothe Investment Group
Delaware
$145M -$42.2M -23% 38
WMR
5439
Wealth Management Resources
Rhode Island
$145M -$10.6M -7% 50
OA
5440
Operose Advisors
Wisconsin
$145M +$21.8M +18% 344
ML
5441
Mayport LLC
Massachusetts
$145M +$10.3M +8% 67
PWM
5442
Purus Wealth Management
California
$145M -$14.9M -9% 128
VCS
5443
Vaughan & Co Securities
New Jersey
$145M -$2.77M -2% 60
RCP
5444
Rho Capital Partners
New York
$145M -$9.52M -6% 5
TCM
5445
Tandem Capital Management
New Jersey
$145M -$28.9M -17% 104
NCM
5446
Next Capital Management
New York
$144M -$930K -0.6% 125
BBW
5447
Blue Barn Wealth
Utah
$144M -$3.55M -2% 134
AC
5448
Apogem Capital
New York
$144M -$5.04M -3% 206
PIA
5449
Pinion Investment Advisors
Kansas
$144M -$4.11M -3% 178
CPC
5450
Consolidated Planning Corp
Georgia
$144M -$10.9M -7% 65