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
SWMG
6126
Sard Wealth Management Group
Georgia
$149M -$2.4M -2% 47
EWM
6127
Endowment Wealth Management
Wisconsin
$149M -$3.19M -2% 152
CAM
6128
Councilmark Asset Management
Tennessee
$149M -$63.2K -0% 84
CNFG
6129
Creegan & Nassoura Financial Group
New Hampshire
$149M -$9.99M -6% 77
QHA
6130
Quarry Hill Advisors
Minnesota
$149M -$733K -0.5% 45
SC
6131
Stephenson & Company
California
$149M +$806K +0.5% 41
DWG
6132
Darden Wealth Group
Michigan
$149M +$9.09M +7% 112
IOOF
6133
Independent Order of Foresters
Ontario, Canada
$149M -$24.7M -14% 12
SC
6134
Schubert & Co
Texas
$148M +$7.9M +6% 75
LC
6135
Lakehouse Capital
Australia
$148M +$6.2M +4% 13
ACM
6136
Ategra Capital Management
Virginia
$148M +$10.9M +8% 22
CIM
6137
Caldwell Investment Management
Ontario, Canada
$148M +$5.7M +4% 37
BFS
6138
Burr Financial Services
California
$148M +$6.99M +5% 34
MKW
6139
Mullaney, Keating & Wright
Connecticut
$148M +$4.07M +3% 60
AA
6140
Aufman Associates
Pennsylvania
$148M -$7.43M -5% 65
DC
6141
Diametric Capital
Massachusetts
$148M -$54.2M -27% 494
PBPIA
6142
Pivotal bioVenture Partners Investment Advisor
California
$148M -$20.4M -12% 12
PVAMC
6143
PPS&V Asset Management Consultants
Michigan
$148M +$2.22M +2% 41
VAM
6144
Vienna Asset Management
California
$148M +$12.5M +9% 55
CWA
6145
Cascade Wealth Advisors
Washington
$148M +$7.79M +6% 50
CPCP
6146
Cedar Point Capital Partners
Iowa
$148M +$2.15M +1% 64
PWH
6147
Priebe Wealth Holdings
Minnesota
$148M +$10.3M +7% 72
GMH
6148
General Motors Holdings
Michigan
$148M +$16.8M +13% 5
FS
6149
Financial Symmetry
North Carolina
$148M +$4.38M +3% 48
CWI
6150
Conscious Wealth Investments
Florida
$147M +$2.12M +1% 51