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
6426
Schwallier Wealth Management
Michigan
$123M -$1.06M -0.9% 31
SA
6427
Sage Advisors
Colorado
$123M +$10.6M +9% 26
WFS
6428
Widmann Financial Services
Maryland
$123M +$3.88M +3% 135
TFM
6429
Trademark Financial Management
Minnesota
$123M +$2.17M +2% 90
APW
6430
Atlantic Private Wealth
North Carolina
$123M +$2.56M +2% 113
DM
6431
Delphi Management
Massachusetts
$123M -$6.26M -5% 92
KA
6432
Keene & Associates
Texas
$123M -$11.3M -8% 85
SFG
6433
Seamount Financial Group
Colorado
$123M +$8.5M +7% 88
UL
6434
Unionview LLC
Washington
$122M +$1.6M +1% 92
YEPX
6435
Yorktown Energy Partners XI
New York
$122M -$35.4M -22% 4
HM
6436
Harvest Management
New York
$122M +$5.4M +5% 60
NJIM
6437
Nabity-Jensen Investment Management
Nebraska
$122M +$811K +0.7% 84
TCM
6438
TCG Capital Management
California
$122M +$44.1M +56% 1
HFS
6439
Hoge Financial Services
Pennsylvania
$122M -$421K -0.3% 55
SWA
6440
Safir Wealth Advisors
New Hampshire
$122M +$204K +0.2% 17
TCM
6441
Tao Capital Management
California
$122M +$16.4M +16% 10
VWMG
6442
Virginia Wealth Management Group
Virginia
$122M -$500K -0.4% 56
BICM
6443
Breach Inlet Capital Management
South Carolina
$122M +$10.2M +9% 12
DSCM
6444
Del-Sette Capital Management
New York
$122M +$83K +0.1% 49
KA
6445
Kure Advisory
Minnesota
$122M +$4.77M +4% 39
CPA
6446
Clear Point Advisors
New York
$122M +$159K +0.1% 606
PI
6447
Pelion Inc
Utah
$122M -$34.5M -22% 4
AWM
6448
Able Wealth Management
New Jersey
$121M +$6.86M +6% 92
MAG
6449
M3 Advisory Group
Massachusetts
$121M +$11.1M +10% 146
HB
6450
Hauser Brothers
Germany
$121M -$14.8M -11% 10