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
6901
Clark & Stuart Inc
Maine
$140M +$7.08M +5% 52
AWM
6902
Apex Wealth Management
New Hampshire
$140M +$15.2M +12% 59
SF
6903
Strategent Financial
Virginia
$140M +$11.6M +9% 37
SMAM
6904
Sugar Maple Asset Management
Wisconsin
$140M +$11.5M +9% 89
PIA
6905
Prakash Investment Advisors
Massachusetts
$140M +$50.1M +56% 81
AAM
6906
Ackerman Asset Management
Maryland
$140M +$14.8M +12% 28
BGAI
6907
Bruce G. Allen Investments
Colorado
$140M +$7.69M +6% 1,112
SA
6908
Sage Advisors
Colorado
$140M -$528K -0.4% 42
HGP
6909
Haven Global Partners
Georgia
$140M +$12.1M +9% 12
PWCM
6910
Processus Wealth & Capital Management
Tennessee
$139M +$12.9M +10% 35
ACP
6911
Argyle Capital Partners
California
$139M +$18.1M +15% 168
GFA
6912
Gladwyn Financial Advisors
Virginia
$139M +$10.1M +8% 86
PSC
6913
Piper Sandler & Co
Minnesota
$139M +$9.67M +7% 34
TPW
6914
Turn8 Private Wealth
$139M +$842K +0.6% 48
RSWA
6915
Robinson Smith Wealth Advisors
Maine
$139M +$14.2M +11% 96
HTWM
6916
Hartmann Taylor Wealth Management
Texas
$139M +$19.2M +16% 54
OIM
6917
Oder Investment Management
California
$139M +$6.89M +5% 101
AGFVA
6918
Accel Growth Fund V Associates
California
$139M +$31.2M +29% 2
SAM
6919
Steinberg Asset Management
New York
$139M +$5.02M +4% 39
RCM
6920
Robinson Capital Management
Michigan
$139M -$99.4M -42% 130
WCM
6921
Winebrenner Capital Management
Kentucky
$139M +$15.2M +12% 140
SF
6922
Seek First
California
$139M +$15.6M +13% 59
IAG
6923
Ipsen Advisor Group
Arkansas
$139M +$7.76M +6% 106
TPCM
6924
Templeton & Phillips Capital Management
Tennessee
$139M +$634K +0.5% 55
VF
6925
Visa Foundation
California
$139M +$10.3M +8% 1