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
SWG
6376
Summit Wealth Group
Vermont
$87.8M +$24.5M +39% 53
LWP
6377
Legacy Wealth Planning
Nevada
$87.7M -$1.58M -2% 105
CIA
6378
Caerus Investment Advisors
Texas
$87.7M 66
EWM
6379
Echo Wealth Management
Minnesota
$87.6M +$3.19M +4% 52
OA
6380
Oakhurst Advisors
California
$87.6M +$4.08M +5% 5
IAMH
6381
IvyRock Asset Management (HK)
Hong Kong
$87.4M -$18.2M -17% 13
BWA
6382
Beam Wealth Advisors
Louisiana
$87.3M -$29.2M -25% 151
VAM
6383
Vazirani Asset Management
New York
$87.3M 51
BWM
6384
BlackDiamond Wealth Management
New York
$87.1M 108
SCFS
6385
S.C. Financial Services
Arizona
$87M 125
BPFA
6386
Barnes Pettey Financial Advisors
Mississippi
$87M 91
SPI
6387
Sutton Place Investors
New York
$87M 75
CAM
6388
Connacht Asset Management
New York
$86.9M -$333K -0.4% 126
UMC
6389
United Maritime Capital
New York
$86.8M -$3M -3% 90
DA
6390
DSC Advisors
Illinois
$86.6M +$10.8M +14% 78
HAS
6391
Holland Advisory Services
Florida
$86.5M 36
KI
6392
Kapitalo Investimentos
Brazil
$85.9M -$98.1M -53% 49
IFO
6393
Intrepid Family Office
Florida
$85.9M 39
AM
6394
Anqa Management
New York
$85.8M -$4.92M -5% 25
JC
6395
Jetstream Capital
Tennessee
$85.8M -$5.88M -6% 37
JCG
6396
John C. Goff
$85.7M 16
CCM
6397
CloudAlpha Capital Management
Hong Kong
$85.3M -$53.8M -39% 22
HLOC
6398
H.L. Ormond & Company
North Carolina
$85.3M 105
WEO
6399
William E. Oberndorf
$85.2M -$42.9M -33% 7
TMC
6400
Trellus Management Company
Florida
$85M -$26.8M -24% 76