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
PA
7126
Persium Advisors
Georgia
$105M +$4.01M +4% 63
PPA
7127
Pilgrim Partners Asia
Singapore
$105M -$9.45M -8% 170
WF
7128
WinCap Financial
Massachusetts
$105M +$7.31M +7% 82
SFP
7129
SwitchPoint Financial Planning
Utah
$105M +$975K +0.9% 54
COFSG
7130
Carbahal Olsen Financial Services Group
California
$105M -$3.11M -3% 36
WLG
7131
Williamson Legacy Group
Indiana
$105M -$44.7M -30% 134
KFG
7132
Kropog Financial Group
Louisiana
$105M -$3.96M -4% 31
DFC
7133
DB Fitzpatrick & Co
Idaho
$105M -$3.62M -3% 100
CAM
7134
Chesapeake Asset Management
New York
$105M -$2.24M -2% 576
SV
7135
Sapphire Ventures
Texas
$105M -$19.5M -16% 6
SCM
7136
Sunbeam Capital Management
Georgia
$105M -$2.67M -2% 84
FF
7137
Fortitude Financial
Washington
$105M -$73.9M -41% 32
HB
7138
Hauser Brothers
Germany
$105M -$34.8M -25% 10
CWP
7139
Corepath Wealth Partners
Arizona
$105M +$2.35M +2% 32
CWM
7140
Crowley Wealth Management
Delaware
$105M -$8.45M -7% 451
SAM
7141
Seelaus Asset Management
New Jersey
$105M -$5.06M -5% 184
VP
7142
Vitruvian Partners
United Kingdom
$105M -$11.3M -10% 7
UAML
7143
US Asset Management LLC
Pennsylvania
$105M -$6.71M -6% 126
AWP
7144
Astra Wealth Partners
New Jersey
$105M -$1.3M -1% 77
MCFP
7145
Mallini Complete Financial Planning
Florida
$105M -$654K -0.6% 63
MWM
7146
MFG Wealth Management
Indiana
$105M -$4.49M -4% 68
SAM
7147
Sherman Asset Management
California
$105M -$4.62M -4% 181
MPM
7148
Mountaineer Partners Management
New York
$105M -$32.1M -23% 17
RCWM
7149
Red Crane Wealth Management
California
$104M -$1.09M -1% 67
BCM
7150
Barrier Capital Management
California
$104M -$19.5M -16% 16