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
SIA
6376
Schear Investment Advisers
Ohio
$81.1M 90
HI
6377
Harper Investing
California
$81M -$16.6M -17% 49
SWM
6378
SFG Wealth Management
Maryland
$81M +$7.04M +10% 90
A
6379
Atomvest
Hong Kong
$80.9M -$15.1M -16% 5
YWS
6380
Yarger Wealth Strategies
Ohio
$80.7M +$5.33M +7% 51
SAM
6381
Soditic Asset Management
United Kingdom
$80.7M +$502K +0.6% 11
P
6382
Pariax
California
$80.7M -$6.45M -7% 31
EECFI
6383
EnCap Energy Capital Fund IX
Texas
$80.5M -$11.9M -13% 2
BIP
6384
Blue Investment Partners
California
$80.5M 27
OIM
6385
Oder Investment Management
California
$80.5M -$4.74M -6% 101
BCP
6386
Bluegrass Capital Partners
Florida
$80.4M -$20.9M -21% 12
AC
6387
AWH Capital
Texas
$80.4M +$11.7M +17% 25
CCMW
6388
Cypress Capital Management (Wyoming)
Wyoming
$80.3M +$9.99M +14% 169
SPWM
6389
Spartan Planning & Wealth Management
North Carolina
$80.2M +$3.84M +5% 174
RWMG
6390
Redwood Wealth Management Group
New Jersey
$80.1M 146
CG
6391
Clifford Group
Massachusetts
$80.1M 74
PCM
6392
Potomac Capital Management
New York
$80M +$185K +0.2% 68
NF
6393
Nvest Financial
New Hampshire
$79.9M +$9.19M +13% 51
OCA
6394
Offit Capital Advisors
New York
$79.8M +$11.3M +16% 1
DJYG
6395
David J. Yvars Group
Florida
$79.8M -$10.2M -11% 71
FW
6396
Fidato Wealth
Ohio
$79.7M +$6.52M +9% 7
MCAV
6397
Meritech Capital Associates VI
California
$79.7M -$17.4M -18% 6
PAM
6398
Premier Asset Management
Illinois
$79.6M -$16.9M -17% 121
ACM
6399
Ativo Capital Management
Illinois
$79.5M +$15.8M +25% 62
DIM
6400
DC Investments Management
Virginia
$79M +$35.4M +81% 64