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
SCM
6551
Spring Capital Management
Texas
$123M -$3.43M -3% 30
BTC
6552
Bank & Trust Company
Illinois
$123M +$5.42M +5% 288
BCM
6553
Brooktree Capital Management
Michigan
$123M +$6.18M +5% 25
TC
6554
Tsai Capital
New York
$123M +$21.5M +21% 25
ONST
6555
Old North State Trust
North Carolina
$123M +$7.21M +6% 135
CWM
6556
Cadence Wealth Management
Massachusetts
$123M -$20.1M -14% 48
OWG
6557
Oxford Wealth Group
Florida
$123M -$22.6M -16% 71
GWA
6558
Gibson Wealth Advisors
Texas
$123M +$16.1M +15% 38
DWS
6559
Dynamic Wealth Strategies
California
$123M +$6.25M +5% 247
SFG
6560
Somnio Financial Group
Connecticut
$123M +$9.2M +8% 14
RA
6561
RiverPark Advisors
New York
$122M +$1.62M +1% 146
JAIC
6562
Josh Arnold Investment Consultant
Minnesota
$122M +$4.33M +4% 30
FCT
6563
First Community Trust
Iowa
$122M +$5.43M +5% 319
GPW
6564
Gentry Private Wealth
Kansas
$122M +$8.62M +8% 88
CA
6565
Cannon Advisors
North Carolina
$122M 71
EB
6566
Exchange Bank
California
$122M +$4.6M +4% 115
CGF
6567
Constant Guidance Financial
Massachusetts
$122M +$25.7M +27% 33
BAWM
6568
Bennett Associates Wealth Management
Pennsylvania
$122M +$11.1M +10% 50
IPAM
6569
Investment Partners Asset Management
New Jersey
$122M +$9.84M +9% 145
BSHC
6570
Breed's Hill Capital
Massachusetts
$122M +$9.12M +8% 102
TWM
6571
Trevian Wealth Management
Massachusetts
$122M +$102M +508% 32
NWMG
6572
Nicholson Wealth Management Group
South Carolina
$122M 97
EI
6573
EDMP Inc
Florida
$122M +$11.3M +10% 84
SRB
6574
Shotwell Rutter Baer
Michigan
$122M +$8.82M +8% 34
S
6575
Sunpointe
Missouri
$122M -$32.1M -21% 192