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
PMSA
6376
Patrick M. Sweeney & Associates
Illinois
$133M -$2.6M -2% 154
SMWM
6377
Silvia McColl Wealth Management
California
$133M -$169K -0.1% 109
SWM
6378
Sagace Wealth Management
Florida
$133M +$4.1M +3% 69
LP
6379
LB Partners
Virginia
$133M +$18.3M +16% 24
FW
6380
Fidato Wealth
Ohio
$133M +$8.88M +7% 25
EWA
6381
Elevate Wealth Advisory
Georgia
$133M -$1.38M -1% 122
P2P
6382
Phase 2 Partners
California
$133M -$36.1M -21% 36
SPWG
6383
Sage Private Wealth Group
Illinois
$133M +$6.23M +5% 98
LCAM
6384
Long Corridor Asset Management
Hong Kong
$133M +$19.7M +17% 25
E3F
6385
Eight 31 Financial
Texas
$133M +$3.14M +2% 68
OC
6386
OxenFree Capital
Florida
$133M +$5.73M +5% 42
EAM
6387
Exome Asset Management
New York
$133M -$15M -10% 83
PFP
6388
Paragon Financial Partners
California
$133M -$3.73M -3% 86
PIS
6389
POM Investment Strategies
North Carolina
$133M +$4.74M +4% 391
AI
6390
Axecap Investments
Ohio
$133M +$898K +0.7% 81
APW
6391
Atlantic Private Wealth
North Carolina
$133M +$746K +0.6% 205
ECM
6392
Empirical Capital Management
Tennessee
$133M -$10.5M -7% 19
UPS
6393
UHLMANN PRICE SECURITIES
Illinois
$132M +$6.65M +5% 186
CAM
6394
Campion Asset Management
Virginia
$132M -$3.73M -3% 92
NJIM
6395
Nabity-Jensen Investment Management
Nebraska
$132M +$1.78M +1% 71
GRA
6396
Golden Road Advisors
Florida
$132M +$4.53M +4% 42
PWA
6397
Providence Wealth Advisors
Illinois
$132M -$3.13M -2% 85
BFP
6398
Brewster Financial Planning
New York
$132M +$3.05M +2% 27
1IA
6399
1620 Investment Advisors
Massachusetts
$132M -$6.76M -5% 795
IGM
6400
Incline Global Management
New York
$132M -$93.2M -41% 32