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
USWIA
7026
UP Strategic Wealth Investment Advisors
Pennsylvania
$112M +$12.5M +12% 89
SIA
7027
Summit Investment Advisors
Maryland
$112M -$81.1K -0.1% 59
OCM
7028
Octahedron Capital Management
California
$112M +$7.07M +7% 23
VWM
7029
VanWeelden Wealth Management
Ohio
$112M +$1.71M +2% 26
BCM
7030
Barden Capital Management
Texas
$112M -$4.18M -4% 63
PCC
7031
Park Circle Company
Maryland
$112M +$2.23M +2% 111
BFG
7032
Birch Financial Group
New Hampshire
$112M +$23.4M +26% 109
EVC
7033
Emeth Value Capital
Louisiana
$112M -$11.8M -10% 6
SPC
7034
Square Peg Capital
Australia
$112M +$3.17M +3% 10
TWA
7035
Trace Wealth Advisors
California
$112M +$620K +0.6% 59
NA
7036
NVP Associates
California
$112M -$74.8M -40% 7
SOWAS
7037
Silver Oak Wealth Advisors Services
California
$112M -$3.45M -3% 40
AWA
7038
Arbor Wealth Advisors
Michigan
$112M -$123K -0.1% 52
NIP
7039
Norwood Investment Partners
California
$112M -$28M -20% 16
SFSG
7040
Sound Financial Strategies Group
Mississippi
$112M -$7.86M -7% 109
CWMS
7041
Cannon Wealth Management Services
North Carolina
$112M -$4M -3% 81
CF
7042
Cyr Financial
Illinois
$112M +$2.26M +2% 57
RWM
7043
Riverbend Wealth Management
South Carolina
$112M -$490K -0.4% 124
OWM
7044
Orca Wealth Management
Florida
$112M +$642K +0.6% 67
EAM
7045
Exome Asset Management
New York
$112M -$21.3M -16% 78
CAIM
7046
Catherine Avery Investment Management
Florida
$112M -$1.67M -1% 187
PAM
7047
Pacific Asset Management
Washington
$112M +$5.17M +5% 53
HTWM
7048
Hartmann Taylor Wealth Management
Texas
$112M 51
EFMH
7049
E Fund Management (HK)
Hong Kong
$112M -$13.8M -11% 189
SSCM
7050
Seven Six Capital Management
New York
$111M -$3.61M -3% 30