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
SWM
6376
SFG Wealth Management
Maryland
$81M +$7.04M +10% 90
A
6377
Atomvest
Hong Kong
$80.9M -$15.1M -16% 5
YWS
6378
Yarger Wealth Strategies
Ohio
$80.7M +$5.33M +7% 51
SAM
6379
Soditic Asset Management
United Kingdom
$80.7M +$502K +0.6% 11
P
6380
Pariax
California
$80.7M -$6.45M -7% 31
EECFI
6381
EnCap Energy Capital Fund IX
Texas
$80.5M -$11.9M -13% 2
BIP
6382
Blue Investment Partners
California
$80.5M 27
OIM
6383
Oder Investment Management
California
$80.5M -$4.74M -6% 101
BCP
6384
Bluegrass Capital Partners
Florida
$80.4M -$20.9M -21% 12
AC
6385
AWH Capital
Texas
$80.4M +$11.7M +17% 25
CCMW
6386
Cypress Capital Management (Wyoming)
Wyoming
$80.3M +$9.99M +14% 169
SPWM
6387
Spartan Planning & Wealth Management
North Carolina
$80.2M +$3.84M +5% 174
RWMG
6388
Redwood Wealth Management Group
New Jersey
$80.1M 146
CG
6389
Clifford Group
Massachusetts
$80.1M 74
PCM
6390
Potomac Capital Management
New York
$80M +$185K +0.2% 68
NF
6391
Nvest Financial
New Hampshire
$79.9M +$9.19M +13% 51
OCA
6392
Offit Capital Advisors
New York
$79.8M +$11.3M +16% 1
DJYG
6393
David J. Yvars Group
Florida
$79.8M -$10.2M -11% 71
FW
6394
Fidato Wealth
Ohio
$79.7M +$6.52M +9% 7
MCAV
6395
Meritech Capital Associates VI
California
$79.7M -$17.4M -18% 6
PAM
6396
Premier Asset Management
Illinois
$79.6M -$16.9M -17% 121
ACM
6397
Ativo Capital Management
Illinois
$79.5M +$15.8M +25% 62
DIM
6398
DC Investments Management
Virginia
$79M +$35.4M +81% 64
LGG
6399
Luts & Greenleigh Group
Maryland
$78.9M 60
WAM
6400
Watershed Asset Management
California
$78.9M +$2.26M +3% 159