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
SGWM
5901
Sterling Group Wealth Management
California
$102M 48
DC
5902
Darrow Company
Massachusetts
$102M +$6.13M +6% 33
SWMP
5903
Signature Wealth Management Partners
New Jersey
$102M +$10.7M +12% 105
AMAL
5904
Asset Management Advisors LLC
Oklahoma
$101M +$4.44M +5% 17
AA
5905
AlphaCentric Advisors
Puerto Rico
$101M +$3.77M +4% 226
KFS
5906
Kaizen Financial Strategies
California
$101M +$3.04M +3% 139
AWA
5907
Archvest Wealth Advisors
California
$101M +$3.56M +4% 44
GPTE
5908
Generali Powszechne Towarzystwo Emerytalne
Poland
$101M +$13.1M +15% 29
MHWM
5909
Montz Harcus Wealth Management
Louisiana
$101M +$10.1M +11% 56
SA
5910
SRN Advisors
Pennsylvania
$101M -$18.8M -16% 127
LC
5911
Lakehouse Capital
Australia
$101M +$9.54M +10% 14
SFB
5912
STAR Financial Bank
Indiana
$101M 91
FA
5913
Financial Alternatives
California
$101M 78
RPM
5914
Ridgemont Partners Management
North Carolina
$101M -$4.65M -4% 1
CWA
5915
Continuum Wealth Advisors
New York
$101M 46
CI
5916
CPR Investments
Michigan
$101M +$22.9M +29% 49
5SA
5917
5th Street Advisors
Connecticut
$101M +$5.96M +6% 18
OCM
5918
Objective Capital Management
Ohio
$101M +$6.85M +7% 96
DWMS
5919
Dominguez Wealth Management Solutions
Virginia
$101M 57
ASA
5920
Armstrong Shaw Associates
Connecticut
$101M +$7.33M +8% 44
ASI
5921
Advisory Services & Investments
Oregon
$101M +$5.8M +6% 39
CIA
5922
Cladis Investment Advisory
Montana
$100M +$8.12M +9% 135
KSCM
5923
Key Square Capital Management
Connecticut
$100M +$44.3M +79% 13
OFA
5924
Onyx Financial Advisors
Idaho
$100M 10
LHWM
5925
Lake Hills Wealth Management
Texas
$100M 42