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
SWP
6076
Semus Wealth Partners
Florida
$151M +$8.06M +6% 126
CWM
6077
Cadence Wealth Management
Massachusetts
$151M +$28M +23% 49
DWM
6078
Defined Wealth Management
Oregon
$151M -$3.02M -2% 110
BAM
6079
Bastion Asset Management
Canada
$151M 46
SCM
6080
Solas Capital Management
Connecticut
$151M +$8.13M +6% 20
HFW
6081
Horizon Family Wealth
Illinois
$151M +$10.4M +7% 91
BDAM
6082
Blue Door Asset Management
Connecticut
$150M +$5.7M +4% 18
DMC
6083
DSC Meridian Capital
New York
$150M +$13.8M +10% 18
PCM
6084
Palouse Capital Management
Washington
$150M -$7.95M -5% 142
MAM
6085
MWA Asset Management
Massachusetts
$150M -$27.8K -0% 135
O3W
6086
Omni 360 Wealth
New Jersey
$150M +$4.71M +3% 114
PC
6087
Pelham Capital
United Kingdom
$150M +$999K +0.7% 14
FDDB
6088
Fidelity D&D Bancorp
Pennsylvania
$150M -$73.1K -0% 115
NWMG
6089
National Wealth Management Group
Ohio
$150M +$2.61M +2% 179
ACM
6090
Arthedge Capital Management
New York
$150M +$19.4M +15% 11
BVC
6091
Bright Valley Capital
Hong Kong
$150M +$22.4M +18% 11
ACA
6092
Apis Capital Advisors
New York
$150M +$6.4M +4% 38
CGA
6093
Channing Global Advisors
Florida
$150M +$31.6M +27% 58
WSL
6094
Western Standard LLC
California
$150M +$43.5M +41% 28
WLG
6095
Williamson Legacy Group
Indiana
$150M +$413K +0.3% 135
SA
6096
Stonebridge Advisors
Connecticut
$150M +$631K +0.4% 5
BCPE
6097
Bain Capital Public Equity
Massachusetts
$150M +$20.7M +16% 43
SAM
6098
Sectoral Asset Management
Quebec, Canada
$150M -$19.5M -12% 99
SIA
6099
Spectrum Investment Advisors
Wisconsin
$150M +$3.98M +3% 30
RHDIC
6100
R.H. Dinel Investment Counsel
California
$150M -$10.3M -6% 42