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
SCM
6301
Shorepath Capital Management
Utah
$130M +$3.36M +3% 22
SA
6302
SFI Advisors
New Jersey
$130M +$2.31M +2% 80
SFB
6303
STAR Financial Bank
Indiana
$130M +$12.8M +11% 112
TT
6304
TI-Trust
Illinois
$130M -$6.35M -5% 134
UOC
6305
University of Chicago
Illinois
$130M +$60.4M +87% 8
BC
6306
Broadwater Capital
Massachusetts
$130M -$597K -0.5% 247
RWM
6307
Refined Wealth Management
Utah
$130M -$12.3M -9% 30
CastleKeep Investment Advisors
6308
CastleKeep Investment Advisors
Connecticut
$130M -$9.15M -7% 115
XI
6309
XXEC Inc
Oklahoma
$130M -$3.31M -2% 25
SWP
6310
Semus Wealth Partners
Florida
$130M +$10.8M +9% 134
SWIM
6311
Smallwood Wealth Investment Management
New Jersey
$129M +$475K +0.4% 72
BA
6312
Brightwater Advisory
Florida
$129M +$4.95M +4% 63
CCA
6313
Clarity Capital Advisors
Florida
$129M +$4.09M +3% 78
CA
6314
Continental Advisors
Utah
$129M +$3.07M +2% 38
CCM
6315
Chicago Capital Management
Illinois
$129M +$34.3M +36% 52
ACM
6316
Arosa Capital Management
Florida
$129M -$19M -13% 43
EC
6317
EdgeRock Capital
Colorado
$129M +$3.56M +3% 295
VAG
6318
Vannoy Advisory Group
Texas
$129M +$786K +0.6% 27
MGW
6319
MB Generational Wealth
Washington
$129M +$1.6M +1% 68
NWM
6320
NRI Wealth Management
California
$129M +$10.7M +9% 29
HA
6321
Hofer & Associates
California
$129M +$10.2M +9% 57
CBOR
6322
Community Bank of Raymore
Missouri
$129M -$84.2M -40% 90
CFIM
6323
Client First Investment Management
Wisconsin
$129M +$2.81M +2% 32
AWP
6324
Avid Wealth Partners
Texas
$129M +$4.23M +3% 45
GCM
6325
GeoSphere Capital Management
Florida
$129M +$8.78M +7% 43