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
6226
Semus Wealth Partners
Florida
$143M +$13.4M +10% 128
QM
6227
QVIDTVM Management
Texas
$143M +$17.8M +14% 8
TP
6228
Teca Partners
Texas
$143M -$750K -0.5% 13
OPW
6229
Osprey Private Wealth
New York
$143M 49
EFI
6230
EHP Funds Inc
Canada
$143M -$59.7M -30% 111
CIM
6231
Caldwell Investment Management
Ontario, Canada
$143M +$9.72M +7% 39
WFL
6232
Wealth Forward LLC
North Dakota
$143M +$14.6M +11% 32
CAM
6233
Clio Asset Management
Virginia
$142M +$14.4M +11% 14
SCM
6234
Solas Capital Management
Connecticut
$142M -$40.5M -22% 23
OIM
6235
Opus Investment Management
Massachusetts
$142M -$12.5M -8% 38
VWA
6236
VERITY Wealth Advisors
United States
$142M +$8.73M +7% 76
EC
6237
EdgeRock Capital
Colorado
$142M +$13M +10% 299
CCM
6238
Crabel Capital Management
California
$142M +$60.7M +75% 49
FA
6239
Financial Alternatives
California
$142M +$9.07M +7% 85
LAIC
6240
Lederer & Associates Investment Counsel
California
$142M +$3.9M +3% 88
LC
6241
Lakehouse Capital
Australia
$142M -$623K -0.4% 14
ZRP
6242
Zynergy Retirement Planning
New Jersey
$142M +$11.3M +9% 129
PS
6243
Pennant Select
New Jersey
$142M -$588K -0.4% 10
GWM
6244
Guardian Wealth Management
Illinois
$142M +$11.1M +8% 253
MMRF
6245
Michelson Medical Research Foundation
California
$142M +$25.5M +22% 29
UWM
6246
Udine Wealth Management
Florida
$142M -$1.82M -1% 30
PWM
6247
Partnership Wealth Management
Maryland
$142M +$6.17M +5% 223
FF
6248
Farrell Financial
New York
$142M +$13.2M +10% 71
SGEFP
6249
SIG Growth Equity Funds Partnership
Delaware
$142M +$37.4M +36% 1
RCWM
6250
Royal Capital Wealth Management
Indiana
$142M +$8.76M +7% 99