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
SFP
6376
Strategic Financial Planning
Texas
$176M +$3.18M +2% 39
ACM
6377
Archon Capital Management
Washington
$176M +$7.86M +5% 57
EFG
6378
Ehrlich Financial Group
California
$176M +$7.24M +4% 121
GRA
6379
Golden Road Advisors
Florida
$176M +$2.86M +2% 55
SCP
6380
Sender Company & Partners
New York
$176M -$83M -32% 379
BFG
6381
Birch Financial Group
New Hampshire
$175M +$5.59M +3% 147
SVWA
6382
Sarver Vrooman Wealth Advisors
Missouri
$175M +$19.8M +13% 265
EA
6383
Echo45 Advisors
California
$175M +$4.65M +3% 76
GWCM
6384
Godshalk Welsh Capital Management
Pennsylvania
$175M +$809K +0.5% 139
KWA
6385
Kellett Wealth Advisors
Ohio
$175M +$9.37M +6% 84
ACM
6386
Ategra Capital Management
Virginia
$175M +$25.8M +17% 28
LDNAM
6387
Lepercq De Neuflize Asset Management
New York
$175M +$1.6M +0.9% 19
QAM
6388
QSM Asset Management
United Kingdom
$175M +$34.8M +25% 22
LG
6389
LAM Group
Oregon
$175M +$13.4M +8% 75
HHMI
6390
Howard Hughes Medical Institute
Maryland
$175M +$4.07M +2% 506
PC
6391
Panoramic Capital
California
$175M +$16.9M +11% 55
4WM
6392
4J Wealth Management
Virginia
$175M +$4.5M +3% 102
MBWA
6393
Marin Bay Wealth Advisors
California
$175M 120
AWMNY
6394
Arcadia Wealth Management (New York)
New York
$174M +$9.73M +6% 61
SC
6395
Shearwater Capital
Colorado
$174M +$5.68M +3% 53
OWA
6396
Oak Wealth Advisors
Illinois
$174M +$2.08M +1% 61
HP
6397
Harbourvest Partners
Massachusetts
$174M -$30.9M -15% 11
PFS
6398
Prospect Financial Services
New York
$174M +$253K +0.1% 114
RFA
6399
ROI Financial Advisors
Oregon
$174M +$6.62M +4% 69
FF
6400
Farrow Financial
Vermont
$174M +$1.71M +1% 56