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
AC
5551
Avory & Company
Florida
$124M +$6.38M +5% 29
C
5552
CEDRUS
Colorado
$124M +$18.2M +17% 151
WDC
5553
Woodward Diversified Capital
California
$124M +$2.86M +2% 150
RGMC
5554
Revolution Growth Management Company
District of Columbia
$124M -$78.8M -39% 4
SCA
5555
Sandy Cove Advisors
Massachusetts
$124M +$12.9M +12% 85
SV
5556
Sturgeon Ventures
United Kingdom
$124M -$6.34M -5% 44
NVCHI
5557
New Vernon Capital Holdings II
New Jersey
$124M +$28.3M +30% 81
WWC
5558
Waypoint Wealth Counsel
Georgia
$124M 93
GWM
5559
GoalFusion Wealth Management
Texas
$124M +$18.3M +17% 22
LWM
5560
Lodestone Wealth Management
Washington
$124M 119
MFG
5561
Monumental Financial Group
Maryland
$124M +$18.3M +17% 57
MFC
5562
Morris Financial Concepts
South Carolina
$124M +$27.2M +28% 148
LAM
5563
Lakewood Asset Management
Illinois
$124M 315
HG
5564
Herbst Group
Connecticut
$124M +$1.8M +1% 76
OFW
5565
Omnia Family Wealth
Florida
$124M +$1.9M +2% 73
BFP
5566
Briaud Financial Planning
Texas
$124M +$11.1M +10% 28
APC
5567
Alpine Peaks Capital
New York
$124M +$12.1M +11% 25
RC
5568
Roubaix Capital
Colorado
$124M +$11.2M +10% 64
TWM
5569
TLW Wealth Management
Florida
$124M +$8.86M +8% 20
BCM
5570
Bancreek Capital Management
California
$123M +$7.36M +6% 27
NPT
5571
Nixon Peabody Trust
Massachusetts
$123M +$5.35M +5% 70
TCM
5572
True Capital Management
California
$123M 121
CPW
5573
Catalyst Private Wealth
California
$123M -$9.4M -7% 78
PCM
5574
Praetorian Capital Management
Florida
$123M 17
LHA
5575
Little Harbor Advisors
Massachusetts
$123M +$1.02M +0.8% 4