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
SAM
7001
Sequent Asset Management
Texas
$125M -$54.3M -30% 84
MCM
7002
Magnolia Capital Management
New York
$125M +$8.56M +7% 76
CWM
7003
Centricity Wealth Management
Ohio
$125M +$15M +14% 457
RSWA
7004
Robinson Smith Wealth Advisors
Maine
$125M +$5.66M +5% 96
PW
7005
PUREfi Wealth
Massachusetts
$125M +$25.1M +25% 166
BFG
7006
Birch Financial Group
New Hampshire
$125M +$12.8M +11% 124
WCFP
7007
White & Co Financial Planning
Washington
$125M +$8.99M +8% 19
KGC
7008
Kennon-Green & Company
Ohio
$125M +$2.48M +2% 42
SF
7009
SageOak Financial
Oklahoma
$125M +$12.2M +11% 35
MQWP
7010
Morey & Quinn Wealth Partners
Nebraska
$125M +$4.24M +4% 133
WLC
7011
Walnut Level Capital
Colorado
$125M -$211K -0.2% 39
AWM
7012
Alterna Wealth Management
Texas
$125M -$6.93M -5% 126
AAM
7013
Ackerman Asset Management
Maryland
$125M +$14.3M +13% 24
MCM
7014
Multicoin Capital Management
Texas
$125M +$29M +30% 2
FWM
7015
Forefront Wealth Management
Pennsylvania
$125M +$16.7M +15% 63
SPWM
7016
Schrum Private Wealth Management
Florida
$125M +$11M +10% 129
AWM
7017
Apex Wealth Management
New Hampshire
$125M +$13.5M +12% 63
FPW
7018
Flywheel Private Wealth
California
$125M +$14.9M +14% 88
PA
7019
Prossimo Advisors
California
$125M -$8.44M -6% 144
SI
7020
SCP Investment
California
$125M +$7.29M +6% 58
MCM
7021
Monimus Capital Management
New Jersey
$125M +$6.77M +6% 65
HAM
7022
Hedges Asset Management
Nevada
$124M -$27.8M -18% 112
MEAC
7023
M.E. Allison & Co
Texas
$124M +$23.3M +23% 175
WF
7024
WinCap Financial
Massachusetts
$124M +$19M +18% 91
CW
7025
Cooksen Wealth
Texas
$124M +$25.9M +26% 106