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
NCMW
5451
Northern Capital Management (Washington)
Washington
$103M 40
LWP
5452
Laurel Wealth Planning
Minnesota
$103M 134
PSSGI
5453
P-STS SPV GP I
California
$103M 1
AG
5454
Appleton Group
Wisconsin
$102M +$38.6M +60% 37
EFEM
5455
Eos Focused Equity Management
New York
$102M +$9.05M +10% 36
EPWM
5456
Essex Private Wealth Management
Massachusetts
$102M +$5.78M +6% 69
HFA
5457
Harbert Fund Advisors
Alabama
$102M +$28M +38% 22
6C
5458
6elm Capital
New York
$102M 12
OIM
5459
Oder Investment Management
California
$102M 554
CWMU
5460
Caliber Wealth Management (Utah)
Utah
$102M 71
ASA
5461
Armstrong Shaw Associates
Connecticut
$102M +$17.4M +21% 39
BWM
5462
Birchcreek Wealth Management
Ohio
$102M 309
MRI
5463
Mad River Investors
Massachusetts
$102M +$23.2M +30% 23
AWA
5464
AmeriServ Wealth Advisors
Pennsylvania
$102M 66
JC
5465
Jentner Corp
Ohio
$102M +$9.82M +11% 27
NOI
5466
Newton One Investments
Delaware
$102M 66
MAG
5467
MRA Advisory Group
New Jersey
$102M 103
AC
5468
Aristides Capital
Kentucky
$102M +$25.9M +34% 184
PA
5469
Proem Advisors
Texas
$102M 22
RF
5470
Robbins Farley
New Hampshire
$102M 133
SWA
5471
Sightline Wealth Advisors
Connecticut
$102M 52
NVPX
5472
Norwest Venture Partners XIV
California
$101M 1
DWM
5473
Defined Wealth Management
Oregon
$101M 216
GWA
5474
GGM Wealth Advisors
Maryland
$101M 70
GWM
5475
Greenhouse Wealth Management
Connecticut
$101M 133