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
5626
Shared Vision Wealth Group
United States
$183M -$6.88M -4% 79
WAM
5627
Worth Asset Management
Texas
$183M -$4.08M -2% 182
HM
5628
Heronetta Management
New York
$183M +$7.97M +5% 24
MHWM
5629
Montz Harcus Wealth Management
Louisiana
$183M +$4.16M +2% 79
PMIA
5630
Patrick Mauro Investment Advisor
Illinois
$183M +$7.92M +5% 42
SGH
5631
Sivik Global Healthcare
Connecticut
$183M +$2.09M +1% 44
CPSC
5632
Carl P. Sherr & Co
Massachusetts
$183M -$7.52M -4% 121
QFPS
5633
Quantum Financial Planning Services
Washington
$183M +$2.56M +1% 38
MFG
5634
Marmo Financial Group
Tennessee
$183M -$2.39M -1% 30
GWM
5635
GoalFusion Wealth Management
Texas
$183M -$731K -0.4% 29
JHA
5636
Jackson Hill Advisors
Texas
$183M -$15.4M -8% 12
RWRC
5637
R.W. Roge & Company
New York
$183M -$2.8M -2% 56
FCMV
5638
Foresite Capital Management VI
California
$183M -$41.9M -19% 14
SMP
5639
Santa Monica Partners
Florida
$183M -$2.66M -1% 18
WPEP
5640
Walnut Private Equity Partners
Nebraska
$183M -$5.64M -3% 15
MA
5641
Menlo Advisors
California
$182M -$13.7M -7% 30
WCM
5642
WestBridge Capital Management
Mauritius
$182M -$34M -16% 1
DFA
5643
DHK Financial Advisors
New Hampshire
$182M +$17.5M +11% 100
CC
5644
Checkpoint Capital
California
$182M -$14.2M -7% 21
FC
5645
Family CFO
California
$182M +$623K +0.3% 96
CPL
5646
Corecam Pte Ltd
$182M -$2.21M -1% 38
AFO
5647
Allie Family Office
Florida
$182M +$2.06M +1% 101
GWM
5648
Grand Wealth Management
Michigan
$182M +$2.55M +1% 69
LAM
5649
Lifestyle Asset Management
Texas
$182M -$1.63M -0.9% 126
PWM
5650
Pacific Wealth Management
California
$182M -$7.06M -4% 21