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
CSI
6851
Clark & Stuart Inc
Maine
$140M +$7.08M +5% 52
AWM
6852
Apex Wealth Management
New Hampshire
$140M +$15.2M +12% 59
SF
6853
Strategent Financial
Virginia
$140M +$11.6M +9% 37
SMAM
6854
Sugar Maple Asset Management
Wisconsin
$140M +$11.5M +9% 89
PIA
6855
Prakash Investment Advisors
Massachusetts
$140M +$50.1M +56% 81
AAM
6856
Ackerman Asset Management
Maryland
$140M +$14.8M +12% 28
BGAI
6857
Bruce G. Allen Investments
Colorado
$140M +$7.69M +6% 1,112
SA
6858
Sage Advisors
Colorado
$140M -$528K -0.4% 42
HGP
6859
Haven Global Partners
Georgia
$140M +$12.1M +9% 12
PWCM
6860
Processus Wealth & Capital Management
Tennessee
$139M +$12.9M +10% 35
ACP
6861
Argyle Capital Partners
California
$139M +$18.1M +15% 168
GFA
6862
Gladwyn Financial Advisors
Virginia
$139M +$10.1M +8% 86
PSC
6863
Piper Sandler & Co
Minnesota
$139M +$9.67M +7% 34
TPW
6864
Turn8 Private Wealth
$139M +$842K +0.6% 48
RSWA
6865
Robinson Smith Wealth Advisors
Maine
$139M +$14.2M +11% 96
HTWM
6866
Hartmann Taylor Wealth Management
Texas
$139M +$19.2M +16% 54
OIM
6867
Oder Investment Management
California
$139M +$6.89M +5% 101
AGFVA
6868
Accel Growth Fund V Associates
California
$139M +$31.2M +29% 2
SAM
6869
Steinberg Asset Management
New York
$139M +$5.02M +4% 39
RCM
6870
Robinson Capital Management
Michigan
$139M -$99.4M -42% 130
WCM
6871
Winebrenner Capital Management
Kentucky
$139M +$15.2M +12% 140
SF
6872
Seek First
California
$139M +$15.6M +13% 59
IAG
6873
Ipsen Advisor Group
Arkansas
$139M +$7.76M +6% 106
TPCM
6874
Templeton & Phillips Capital Management
Tennessee
$139M +$634K +0.5% 55
VF
6875
Visa Foundation
California
$139M +$10.3M +8% 1