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
SGWM
5501
Sterling Group Wealth Management
California
$189M +$14.4M +8% 63
ACC
5502
Acorn Creek Capital
Colorado
$189M +$21M +13% 76
SIAS
5503
Summit Investment Advisory Services
Minnesota
$189M +$103M +122% 100
CIG
5504
CHB Investment Group
Pennsylvania
$188M 73
SWM
5505
SFG Wealth Management
Maryland
$188M +$13M +7% 96
SGM
5506
Scalar Gauge Management
Texas
$188M +$16.5M +10% 36
DFS
5507
Dixon Fnancial Services
California
$188M +$9.97M +6% 37
OL
5508
Owen LaRue
Kentucky
$188M +$26.7M +17% 105
MPW
5509
Melone Private Wealth
Michigan
$188M +$19.5M +12% 50
MSFP
5510
Mark Sheptoff Financial Planning
Connecticut
$188M +$9.3M +5% 462
S
5511
ShariaPortfolio
Florida
$188M +$2.7M +1% 39
SG
5512
Stephens Group
Arkansas
$188M -$36.9M -16% 4
TWP
5513
Triad Wealth Partners
Kansas
$188M -$2.8M -1% 1,010
BC
5514
Blantyre Capital
United Kingdom
$188M +$48.8M +35% 2
PBRA
5515
Pine Brook Road Advisors
New York
$188M -$7.26M -4% 3
NPI
5516
New Perspectives Inc
Mississippi
$188M +$436K +0.2% 38
BHMP
5517
Bardin Hill Management Partners
New York
$188M +$3.13M +2% 43
KWM
5518
Kanen Wealth Management
Florida
$188M +$25.9M +16% 27
FAM
5519
Forte Asset Management
New York
$187M +$17.9M +11% 65
MFG
5520
Marmo Financial Group
Tennessee
$187M +$22M +13% 31
CWM
5521
Chicago Wealth Management
Illinois
$187M +$13.5M +8% 53
CC
5522
Constitution Capital
Connecticut
$187M -$2.23M -1% 65
WHAM
5523
Windmill Hill Asset Management
United Kingdom
$187M -$51.1M -21% 30
BCP
5524
Blackhawk Capital Partners
Wisconsin
$187M +$21.5M +13% 141
RWRC
5525
R.W. Roge & Company
New York
$187M +$12.1M +7% 50