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
SFSG
6551
Sound Financial Strategies Group
Mississippi
$125M +$9.43M +8% 92
FW
6552
Fidato Wealth
Ohio
$124M +$11.3M +10% 10
FCC
6553
Florin Court Capital
United Kingdom
$124M +$51.7M +71% 34
BOM
6554
Bank of Marin
California
$124M +$7.91M +7% 130
HFA
6555
Harbert Fund Advisors
Alabama
$124M -$318K -0.3% 113
NF
6556
NavPoint Financial
Minnesota
$124M +$8.91M +8% 46
EPCA
6557
Elizabeth Park Capital Advisors
Ohio
$124M +$8.33M +7% 54
DWM
6558
Dopkins Wealth Management
New York
$124M -$40.7M -25% 89
WDOM
6559
Wasserstein Debt Opportunities Management
New York
$124M +$13.1M +12% 1
DG
6560
DMC Group
Alabama
$124M +$6.9M +6% 136
PHIC
6561
Pine Haven Investment Counsel
Massachusetts
$124M +$7.2M +6% 113
ACP
6562
Acuta Capital Partners
California
$123M +$4.83M +4% 49
TWCA
6563
Two West Capital Advisors
Kansas
$123M +$18.6M +18% 74
FI
6564
Finivi Inc
Massachusetts
$123M +$2.66M +2% 96
SCM
6565
Spring Capital Management
Texas
$123M -$3.43M -3% 30
BTC
6566
Bank & Trust Company
Illinois
$123M +$5.42M +5% 288
BCM
6567
Brooktree Capital Management
Michigan
$123M +$6.18M +5% 25
TC
6568
Tsai Capital
New York
$123M +$21.5M +21% 25
ONST
6569
Old North State Trust
North Carolina
$123M +$7.21M +6% 135
CWM
6570
Cadence Wealth Management
Massachusetts
$123M -$20.1M -14% 48
OWG
6571
Oxford Wealth Group
Florida
$123M -$22.6M -16% 71
GWA
6572
Gibson Wealth Advisors
Texas
$123M +$16.1M +15% 38
DWS
6573
Dynamic Wealth Strategies
California
$123M +$6.25M +5% 247
SFG
6574
Somnio Financial Group
Connecticut
$123M +$9.2M +8% 14
RA
6575
RiverPark Advisors
New York
$122M +$1.62M +1% 146