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
PIP
6676
PB Investment Partners
California
$133M +$15.7M +13% 8
PMSA
6677
Patrick M. Sweeney & Associates
Illinois
$133M -$2.6M -2% 154
SMWM
6678
Silvia McColl Wealth Management
California
$133M -$169K -0.1% 109
OF
6679
Optimize Financial
California
$133M 234
SAM
6680
Strive Asset Management
Ohio
$133M 112
SWM
6681
Sagace Wealth Management
Florida
$133M +$4.1M +3% 69
LP
6682
LB Partners
Virginia
$133M +$18.3M +16% 24
FW
6683
Fidato Wealth
Ohio
$133M +$8.88M +7% 25
EWA
6684
Elevate Wealth Advisory
Georgia
$133M -$1.38M -1% 122
P2P
6685
Phase 2 Partners
California
$133M -$36.1M -21% 36
SPWG
6686
Sage Private Wealth Group
Illinois
$133M +$6.23M +5% 98
LCAM
6687
Long Corridor Asset Management
Hong Kong
$133M +$19.7M +17% 25
XPN
6688
XY Planning Network
Montana
$133M 92
E3F
6689
Eight 31 Financial
Texas
$133M +$3.14M +2% 68
OC
6690
OxenFree Capital
Florida
$133M +$5.73M +5% 42
EAM
6691
Exome Asset Management
New York
$133M -$15M -10% 83
PFP
6692
Paragon Financial Partners
California
$133M -$3.73M -3% 86
PIS
6693
POM Investment Strategies
North Carolina
$133M +$4.74M +4% 391
AI
6694
Axecap Investments
Ohio
$133M +$898K +0.7% 81
APW
6695
Atlantic Private Wealth
North Carolina
$133M +$746K +0.6% 205
ECM
6696
Empirical Capital Management
Tennessee
$133M -$10.5M -7% 19
DF
6697
Define Financial
California
$132M 34
UPS
6698
UHLMANN PRICE SECURITIES
Illinois
$132M +$6.65M +5% 186
CAM
6699
Campion Asset Management
Virginia
$132M -$3.73M -3% 92
NJIM
6700
Nabity-Jensen Investment Management
Nebraska
$132M +$1.78M +1% 71