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
SFG
5976
Steward Financial Group
Texas
$112M +$3.87M +4% 384
PWM
5977
Pacific Wealth Management
California
$112M -$19.4M -15% 17
LJCM
5978
Lee Johnson Capital Management
Texas
$112M -$9.76M -8% 75
MU
5979
Moneda USA
New York
$112M 12
OCA
5980
Otter Creek Advisors
Florida
$112M +$5.39M +5% 62
RIA
5981
Richwood Investment Advisors
Ohio
$112M -$2.32M -2% 270
TWS
5982
Thomas W. Smith
$112M -$38.4M -26% 8
ARS
5983
Adirondack Retirement Specialists
New York
$112M -$2.87M -2% 18
SM
5984
Saya Management
New York
$112M +$382K +0.3% 15
VWMG
5985
Virginia Wealth Management Group
Virginia
$112M +$657K +0.6% 60
CWM
5986
CarsonAllaria Wealth Management
Illinois
$112M -$1.38M -1% 380
MAM
5987
Madryn Asset Management
New York
$112M -$32.4M -22% 3
ALWM
5988
Andrews Lucia Wealth Management
California
$112M +$1.24M +1% 20
MHWM
5989
Montz Harcus Wealth Management
Louisiana
$111M -$2.74M -2% 57
PWM
5990
Penobscot Wealth Management
Maine
$111M -$6.25M -5% 68
EFG
5991
Erickson Financial Group
Pennsylvania
$111M -$4.9M -4% 26
RA
5992
Rise Advisors
New York
$111M +$6.09M +6% 687
PL
5993
Protective Life
Alabama
$111M -$3.07M -3% 15
AWA
5994
Archvest Wealth Advisors
California
$111M -$4.56M -4% 45
C
5995
CEDRUS
Colorado
$111M +$7.23M +7% 166
TC
5996
Tenret Company
Florida
$111M -$687K -0.6% 33
MCM
5997
Mork Capital Management
California
$111M -$36.7M -25% 116
HFAS
5998
Hummer Financial Advisory Services
Illinois
$111M -$7.74M -7% 107
BFA
5999
Buttonwood Financial Advisors
Maryland
$111M +$8.58M +8% 70
NICM
6000
Neo Ivy Capital Management
New York
$111M +$41.2M +59% 618