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
SFG
6751
Somnio Financial Group
Connecticut
$147M +$7.75M +6% 13
HCM
6752
Helios Capital Management
Singapore
$147M +$17.5M +13% 37
NL
6753
NDWM LLC
California
$147M +$10.8M +8% 34
EP
6754
Elkhorn Partners
Nebraska
$147M +$9.8M +7% 40
CFG
6755
Certior Financial Group
Pennsylvania
$147M +$17M +13% 139
SM
6756
Soapstone Management
Maryland
$147M -$3.36M -2% 17
1IA
6757
1620 Investment Advisors
Massachusetts
$147M +$6.26M +4% 710
PIP
6758
PB Investment Partners
California
$147M +$234K +0.2% 8
OCM
6759
Occam Crest Management
Connecticut
$147M 25
PAM
6760
Pacific Asset Management
Washington
$147M +$23M +18% 65
RFA
6761
Reyes Financial Architecture
California
$147M +$31.3M +27% 327
AFA
6762
Antonelli Financial Advisors
Michigan
$147M +$8.68M +6% 48
SC
6763
Settian Capital
New York
$147M +$5.25M +4% 23
ZC
6764
Zeit Capital
Colorado
$147M +$7.23M +5% 28
CWR
6765
Chico Wealth RIA
California
$147M +$20.7M +16% 39
AIA
6766
Accelerate Investment Advisors
California
$147M +$12.6M +9% 126
AAG
6767
Accordant Advisory Group
Maryland
$147M +$12.7M +9% 185
PAS
6768
Parsonex Advisory Services
Colorado
$147M +$27M +22% 105
ADBIC
6769
A.D. Beadell Investment Counsel
Wisconsin
$147M +$15.7M +12% 98
AUIM
6770
Aegon USA Investment Management
Iowa
$147M +$13.3M +10% 47
SWM
6771
Sagace Wealth Management
Florida
$147M +$13M +10% 72
CWA
6772
CogentBlue Wealth Advisors
Tennessee
$147M +$16.2M +12% 79
BF
6773
Baring Financial
Washington
$147M +$12.8M +10% 67
MCM
6774
MidAtlantic Capital Management
Virginia
$147M +$5.58M +4% 80
CI
6775
Chartist Inc
California
$146M 21