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
PPWM
6651
Perissos Private Wealth Management
Oklahoma
$110M 77
PWP
6652
PrairieView Wealth Partners
Illinois
$110M +$10.2M +10% 19
SPWM
6653
Schrum Private Wealth Management
Florida
$110M +$39.7M +56% 132
CCM
6654
Chiron Capital Management
Florida
$110M -$4.84M -4% 126
SHF
6655
Stage Harbor Financial
Massachusetts
$110M +$6.17M +6% 45
CF
6656
Concorde Financial
Texas
$110M -$36.1M -25% 41
AFP
6657
Alpha Financial Partners
Kentucky
$110M +$8.53M +8% 88
OWG
6658
Oxford Wealth Group
Florida
$110M 60
NL
6659
NDWM LLC
California
$110M +$5.93M +6% 32
SHFA
6660
Sherrill & Hutchins Financial Advisory
Georgia
$110M +$3.42M +3% 10
CS
6661
Crescent Sterling
Louisiana
$110M +$9.48M +9% 81
HC
6662
Hoese & Co
Minnesota
$110M +$7.53M +7% 146
GSPF
6663
Grafton Street Partners Fund
Florida
$110M +$11M +11% 12
VAM
6664
Vienna Asset Management
California
$110M -$338K -0.3% 56
OC
6665
OxenFree Capital
Florida
$109M +$12.2M +13% 41
DW
6666
Durante & Waters
New York
$109M +$5.7M +5% 32
EL
6667
EMFO LLC
Florida
$109M +$1.78M +2% 297
OFG
6668
OmniStar Financial Group
North Carolina
$109M +$29.5M +37% 154
LF
6669
LifePlan Financial
Minnesota
$109M +$9.29M +9% 95
FWM
6670
FMFE Wealth Management
New York
$109M +$7.48M +7% 25
DFC
6671
DB Fitzpatrick & Co
Idaho
$109M +$4.7M +5% 93
TI
6672
TrueMark Investments
Illinois
$109M +$8.4M +8% 115
WCBA
6673
Weaver C. Barksdale & Associates
Tennessee
$109M +$6.66M +7% 64
NBT
6674
Northwest Bank & Trust
Iowa
$109M -$2.09M -2% 201
IA
6675
Incentive AS
Norway
$109M +$740K +0.7% 1