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
OCM
5551
Once Capital Management
New York
$171M +$31.9M +23% 26
MFG
5552
Mendota Financial Group
Wisconsin
$171M +$42.8M +33% 394
WF
5553
Wayfinding Financial
Washington
$171M +$24M +16% 138
LB
5554
Legacy Bridge
Iowa
$171M +$16.6M +11% 327
EW
5555
Element Wealth
Mississippi
$171M +$11.2M +7% 275
TVWM
5556
Tower View Wealth Management
Wisconsin
$171M +$9.57M +6% 203
SA
5557
Sunesis Advisors
Kansas
$171M +$6.77M +4% 75
TC
5558
TAGStone Capital
North Carolina
$171M +$17.8M +12% 85
SPFA
5559
Summit Place Financial Advisors
New Jersey
$171M +$17.8M +12% 93
AWM
5560
AllSquare Wealth Management
New York
$171M +$7.69M +5% 551
VFA
5561
Values First Advisors
Tennessee
$171M +$4.89M +3% 179
SIAM
5562
Sterling Investment Advisors (Missouri)
Missouri
$171M +$9.28M +6% 34
RBC
5563
Rye Brook Capital
Connecticut
$171M -$3.37M -2% 31
VOMP
5564
Vision One Management Partners
Florida
$171M +$2.49M +1% 9
M
5565
MYeCFO
California
$170M +$11.8M +7% 57
HHGC
5566
Hunting Hill Global Capital
New York
$170M +$37.8M +28% 123
AWM
5567
Avaii Wealth Management
Wisconsin
$170M +$17M +11% 155
PC
5568
Promethos Capital
Massachusetts
$170M +$32.4M +23% 73
GFL
5569
Granite FO LLC
New Hampshire
$170M +$20.7M +14% 229
GCA
5570
GSI Capital Advisors
California
$170M +$5.02M +3% 33
FCM
5571
Fogel Capital Management
Florida
$170M +$39.1M +30% 43
PWP
5572
Pursue Wealth Partners
California
$170M +$15.2M +10% 110
ISSM
5573
Invesco Senior Secured Management
New York
$170M +$67.2M +65% 8
WIA
5574
Wetzel Investment Advisors
Indiana
$170M +$7.05M +4% 1,204
AFO
5575
Allie Family Office
Florida
$170M +$25.2M +17% 85