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
SVWG
5526
Shared Vision Wealth Group
United States
$187M +$15.3M +9% 74
KCM
5527
KM Capital Management
Texas
$187M -$6.1M -3% 48
AWA
5528
Adapt Wealth Advisors
Georgia
$187M +$27.2M +17% 68
ABG
5529
Ally Bridge Group
New York
$187M +$19M +11% 34
SPA
5530
Shore Point Advisors
New Jersey
$187M +$10.7M +6% 65
AIA
5531
Arcadia Investment Advisors
Idaho
$187M +$10.4M +6% 81
CWA
5532
Continuum Wealth Advisors
New York
$186M -$3.66M -2% 67
OGM
5533
OnyxPoint Global Management
New York
$186M +$2.36M +1% 23
BSAM
5534
Blue Square Asset Management
New York
$186M +$14.6M +8% 76
PCS
5535
Private Client Services
Kentucky
$186M +$26.7M +17% 180
NVCHI
5536
New Vernon Capital Holdings II
New Jersey
$186M +$495K +0.3% 84
GCC
5537
Game Creek Capital
Massachusetts
$186M +$6.13M +3% 72
PF
5538
Prosperitas Financial
California
$186M +$21.8M +13% 73
AWM
5539
Aspire Wealth Management
Massachusetts
$186M +$11M +6% 197
LB
5540
Legacy Bridge
Iowa
$186M +$16M +9% 299
EBWM
5541
Eagle Bluffs Wealth Management
Missouri
$186M +$13.8M +8% 74
LIA
5542
LSP Investment Advisors
New York
$186M +$9.61M +5% 27
AFO
5543
Allie Family Office
Florida
$186M +$19.4M +12% 96
MMHP
5544
Murphy Middleton Hinkle & Parker
Georgia
$186M +$13.8M +8% 139
XC
5545
XY Capital
Hong Kong
$185M +$97.7M +111% 72
EM
5546
ELCO Management
New York
$185M +$13.5M +8% 175
MTWM
5547
Masso Torrence Wealth Management
New Jersey
$185M +$5.07M +3% 101
DJC
5548
Daily Journal Corp
California
$185M +$3.1M +2% 4
HBT
5549
Heartland Bank & Trust
Illinois
$185M +$9.01M +5% 156
PWM
5550
Penobscot Wealth Management
Maine
$185M +$17.2M +10% 77