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
SIM
5551
Sterling Investment Management
Arizona
$124M +$5.87M +5% 63
RA
5552
Rise Advisors
New York
$124M +$3.8M +3% 774
AC
5553
Avory & Company
Florida
$124M +$6.38M +5% 29
C
5554
CEDRUS
Colorado
$124M +$18.2M +17% 151
WDC
5555
Woodward Diversified Capital
California
$124M +$2.86M +2% 150
RGMC
5556
Revolution Growth Management Company
District of Columbia
$124M -$78.8M -39% 4
SCA
5557
Sandy Cove Advisors
Massachusetts
$124M +$12.9M +12% 85
SV
5558
Sturgeon Ventures
United Kingdom
$124M -$6.34M -5% 44
NVCHI
5559
New Vernon Capital Holdings II
New Jersey
$124M +$28.3M +30% 81
WWC
5560
Waypoint Wealth Counsel
Georgia
$124M 93
GWM
5561
GoalFusion Wealth Management
Texas
$124M +$18.3M +17% 22
LWM
5562
Lodestone Wealth Management
Washington
$124M 119
MFG
5563
Monumental Financial Group
Maryland
$124M +$18.3M +17% 57
MFC
5564
Morris Financial Concepts
South Carolina
$124M +$27.2M +28% 148
LAM
5565
Lakewood Asset Management
Illinois
$124M 315
HG
5566
Herbst Group
Connecticut
$124M +$1.8M +1% 76
OFW
5567
Omnia Family Wealth
Florida
$124M +$1.9M +2% 73
BFP
5568
Briaud Financial Planning
Texas
$124M +$11.1M +10% 28
APC
5569
Alpine Peaks Capital
New York
$124M +$12.1M +11% 25
RC
5570
Roubaix Capital
Colorado
$124M +$11.2M +10% 64
TWM
5571
TLW Wealth Management
Florida
$124M +$8.86M +8% 20
BCM
5572
Bancreek Capital Management
California
$123M +$7.36M +6% 27
NPT
5573
Nixon Peabody Trust
Massachusetts
$123M +$5.35M +5% 70
TCM
5574
True Capital Management
California
$123M 121
CPW
5575
Catalyst Private Wealth
California
$123M -$9.4M -7% 78