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
6026
Sterling Group Wealth Management
California
$106M -$9.79M -8% 52
MCM
6027
McDonough Capital Management
Florida
$106M -$3.12M -3% 43
MLIM
6028
Mountain Lake Investment Management
Florida
$106M -$3.07M -3% 16
PSC
6029
Piper Sandler & Co
Minnesota
$106M +$12M +13% 22
LWM
6030
Lionsbridge Wealth Management
Florida
$105M -$6.43M -6% 47
MFG
6031
Marmo Financial Group
Tennessee
$105M -$5.24M -5% 19
WBCM
6032
Wilson & Boucher Capital Management
California
$105M -$5.75M -5% 114
QC
6033
Quaero Capital
Switzerland
$105M -$24.8M -19% 91
OCM
6034
Once Capital Management
New York
$105M -$1.9M -2% 22
DI
6035
DRH Investments
California
$105M -$13.4M -11% 20
CAAM
6036
Cape Ann Asset Management
United Kingdom
$105M -$6.6M -6% 6
RAM
6037
Robocap Asset Management
United Kingdom
$105M +$2.88M +3% 27
TT
6038
TI-Trust
Illinois
$105M -$3.76M -3% 109
MSRI
6039
Michael S. Ryan Inc
New York
$105M -$3.4M -3% 59
PPL
6040
PATRIZIA Pty Ltd
Australia
$105M -$17M -14% 16
TC
6041
Tsai Capital
New York
$105M -$5.58M -5% 25
AGFIA
6042
Accel Growth Fund IV Associates
California
$105M -$19.4M -16% 2
LTL
6043
Lowery Thomas LLC
California
$105M +$2.88M +3% 48
CWM
6044
Certus Wealth Management
California
$105M +$3.93M +4% 64
EB
6045
Exchange Bank
California
$104M +$950K +0.9% 108
RCWM
6046
Royal Capital Wealth Management
Indiana
$104M -$1.81M -2% 104
CP
6047
Camelot Portfolios
Ohio
$104M -$55.2M -35% 200
MCA
6048
Magnolia Capital Advisors
Mississippi
$104M -$95.1M -48% 145
ACM
6049
Absolute Capital Management
Pennsylvania
$104M -$4.27M -4% 94
UMC
6050
UNC Management Company
North Carolina
$104M -$6.73M -6% 2