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
CTA
7126
Camelot Technology Advisors
California
$108M -$1.69M -2% 56
AF
7127
Amara Financial
California
$108M -$139K -0.1% 50
WH
7128
Willner & Heller
California
$108M -$5.97M -5% 158
ECA
7129
Elevate Capital Advisors
Colorado
$108M -$5.42M -5% 73
CWM
7130
Copia Wealth Management
Oregon
$108M +$3.04M +3% 481
FWM
7131
Forefront Wealth Management
Pennsylvania
$108M -$508K -0.5% 53
FC
7132
Farley Capital
New York
$108M -$5.21M -5% 16
SHC
7133
SALT Holding Corp
Delaware
$108M +$29.4M +37% 12
WWM
7134
Woodside Wealth Management
Massachusetts
$108M 76
SFC
7135
Summit Financial Consulting
Michigan
$108M 42
PIM
7136
Profit Investment Management
Maryland
$108M -$16.9M -14% 81
AIM
7137
Alpine Investment Management
Hong Kong
$108M -$48.6M -31% 12
OFO
7138
OneAscent Family Office
Alabama
$107M +$52.4M +95% 123
SBCM
7139
Silverberg Bernstein Capital Management
New York
$107M -$6.17M -5% 63
MWML
7140
M Wealth Management LLC
California
$107M -$2.2M -2% 48
WA
7141
WPG Advisers
Maryland
$107M -$376K -0.3% 1,550
MIA
7142
MeadowBrook Investment Advisors
Michigan
$107M -$5.7M -5% 313
CG
7143
Clifford Group
Massachusetts
$107M -$24.1M -18% 81
MCI
7144
MRP Capital Investments
Georgia
$107M -$2.79M -3% 250
JBW
7145
Journey Beyond Wealth
Georgia
$107M +$578K +0.5% 31
TPBG
7146
Turning Point Benefit Group
Maryland
$107M +$1.77M +2% 75
SJGA
7147
Stephen J. Garry & Associates
New York
$107M -$1.37M -1% 44
PAM
7148
PCG Asset Management
New Jersey
$107M -$7.13M -6% 79
GCM
7149
Garland Capital Management
Washington
$107M -$15.2M -12% 33
OFG
7150
Orcam Financial Group
California
$107M +$3.4M +3% 50