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
SFMG
5576
Sage Financial Management Group
Virginia
$110M -$20.2M -16% 124
CFG
5577
CNO Financial Group
Indiana
$110M -$15.3M -12% 14
SL
5578
Savior LLC
Massachusetts
$110M +$10.3M +10% 914
EPWM
5579
Essex Private Wealth Management
Massachusetts
$110M +$4.74M +5% 66
EGA
5580
Evermore Global Advisors
New Jersey
$109M +$438K +0.4% 20
MVA
5581
Mount Vernon Associates
Maryland
$109M +$7.38M +7% 57
FC
5582
Farley Capital
New York
$109M +$6.76M +7% 19
DCM
5583
Dean Capital Management
Kansas
$109M -$39.1M -26% 87
TC
5584
Tsai Capital
New York
$109M +$7.66M +8% 18
HPM
5585
Hudson Portfolio Management
New York
$109M +$4.95M +5% 103
HBT
5586
Heartland Bank & Trust
Illinois
$109M -$771K -0.7% 162
AWM
5587
Aberdeen Wealth Management
Illinois
$108M -$17.3M -14% 160
HFAS
5588
Hummer Financial Advisory Services
Illinois
$108M +$5.32M +5% 110
OC
5589
Oppenheimer & Close
New York
$108M +$19.1M +22% 58
JFS
5590
JD Financial Services
Pennsylvania
$108M +$28.9M +37% 47
GWM
5591
Greenhouse Wealth Management
Connecticut
$108M +$7.02M +7% 53
1CP
5592
17 Capital Partners
Arizona
$108M 99
TC
5593
Tenret Company
Florida
$108M 25
OCA
5594
Otter Creek Advisors
Florida
$108M +$6.54M +6% 59
OWA
5595
Opal Wealth Advisors
New York
$107M +$15.5M +17% 94
APC
5596
Aristotle Pacific Capital
California
$107M -$46.8M -30% 22
DAM
5597
Derbend Asset Management
Georgia
$107M 87
BCG
5598
Barington Capital Group
New York
$107M +$12.3M +13% 13
CCM
5599
Crew Capital Management
Ohio
$107M +$6.76M +7% 106
AWM
5600
Avondale Wealth Management
Texas
$107M +$5.41M +5% 110