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
AF
7076
Amara Financial
California
$108M -$139K -0.1% 50
WH
7077
Willner & Heller
California
$108M -$5.97M -5% 158
ECA
7078
Elevate Capital Advisors
Colorado
$108M -$5.42M -5% 73
CWM
7079
Copia Wealth Management
Oregon
$108M +$3.04M +3% 481
FWM
7080
Forefront Wealth Management
Pennsylvania
$108M -$508K -0.5% 53
FC
7081
Farley Capital
New York
$108M -$5.21M -5% 16
SHC
7082
SALT Holding Corp
Delaware
$108M +$29.4M +37% 12
PIM
7083
Profit Investment Management
Maryland
$108M -$16.9M -14% 81
AIM
7084
Alpine Investment Management
Hong Kong
$108M -$48.6M -31% 12
OFO
7085
OneAscent Family Office
Alabama
$107M +$52.4M +95% 123
SBCM
7086
Silverberg Bernstein Capital Management
New York
$107M -$6.17M -5% 63
MWML
7087
M Wealth Management LLC
California
$107M -$2.2M -2% 48
WA
7088
WPG Advisers
Maryland
$107M -$376K -0.3% 1,550
MIA
7089
MeadowBrook Investment Advisors
Michigan
$107M -$5.7M -5% 313
CG
7090
Clifford Group
Massachusetts
$107M -$24.1M -18% 81
MCI
7091
MRP Capital Investments
Georgia
$107M -$2.79M -3% 250
JBW
7092
Journey Beyond Wealth
Georgia
$107M +$578K +0.5% 31
TPBG
7093
Turning Point Benefit Group
Maryland
$107M +$1.77M +2% 75
SJGA
7094
Stephen J. Garry & Associates
New York
$107M -$1.37M -1% 44
PAM
7095
PCG Asset Management
New Jersey
$107M -$7.13M -6% 79
GCM
7096
Garland Capital Management
Washington
$107M -$15.2M -12% 33
OFG
7097
Orcam Financial Group
California
$107M +$3.4M +3% 50
WHCFA
7098
William Howard & Co Financial Advisors
Tennessee
$107M -$3.81M -3% 54
CWM
7099
C2C Wealth Management
Arizona
$106M -$1.42M -1% 89
SH
7100
SLT Holdings
Arizona
$106M +$696K +0.7% 104