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
BRF
6426
B. Riley Financial
California
$123M +$18.1M +17% 20
CPL
6427
CAP Partners LLC
Tennessee
$123M +$9.76M +9% 131
SWM
6428
Schwallier Wealth Management
Michigan
$123M -$1.06M -0.9% 31
SA
6429
Sage Advisors
Colorado
$123M +$10.6M +9% 26
WFS
6430
Widmann Financial Services
Maryland
$123M +$3.88M +3% 135
TFM
6431
Trademark Financial Management
Minnesota
$123M +$2.17M +2% 90
APW
6432
Atlantic Private Wealth
North Carolina
$123M +$2.56M +2% 113
DM
6433
Delphi Management
Massachusetts
$123M -$6.26M -5% 92
KA
6434
Keene & Associates
Texas
$123M -$11.3M -8% 85
SFG
6435
Seamount Financial Group
Colorado
$123M +$8.5M +7% 88
UL
6436
Unionview LLC
Washington
$122M +$1.6M +1% 92
YEPX
6437
Yorktown Energy Partners XI
New York
$122M -$35.4M -22% 4
HM
6438
Harvest Management
New York
$122M +$5.4M +5% 60
NJIM
6439
Nabity-Jensen Investment Management
Nebraska
$122M +$811K +0.7% 84
TCM
6440
TCG Capital Management
California
$122M +$44.1M +56% 1
HFS
6441
Hoge Financial Services
Pennsylvania
$122M -$421K -0.3% 55
SWA
6442
Safir Wealth Advisors
New Hampshire
$122M +$204K +0.2% 17
TCM
6443
Tao Capital Management
California
$122M +$16.4M +16% 10
VWMG
6444
Virginia Wealth Management Group
Virginia
$122M -$500K -0.4% 56
BICM
6445
Breach Inlet Capital Management
South Carolina
$122M +$10.2M +9% 12
DSCM
6446
Del-Sette Capital Management
New York
$122M +$83K +0.1% 49
KA
6447
Kure Advisory
Minnesota
$122M +$4.77M +4% 39
CPA
6448
Clear Point Advisors
New York
$122M +$159K +0.1% 606
PI
6449
Pelion Inc
Utah
$122M -$34.5M -22% 4
AWM
6450
Able Wealth Management
New Jersey
$121M +$6.86M +6% 92