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
NI
7301
NDVR Inc
Massachusetts
$107M +$8.67M +9% 111
PCP
7302
Pacific Capital Partners
$107M -$51.4M -33% 43
MF
7303
Midwestern Financial
Iowa
$107M 54
SHF
7304
Safe Harbor Fiduciary
Florida
$107M +$9.94M +10% 272
TF
7305
Tandem Financial
Colorado
$106M +$14.6M +16% 54
SPW
7306
Surience Private Wealth
Washington
$106M +$49.1M +86% 44
SWM
7307
Sentinel Wealth Management
Virginia
$106M 39
DM
7308
Diker Management
New York
$106M +$22.9M +27% 40
SA
7309
Sincerus Advisory
New York
$106M +$11.6M +12% 67
SB
7310
Semitam Bonam
New York
$106M 45
GBFP
7311
Golden Bell Financial Planning
Georgia
$106M +$3.22M +3% 35
FWP
7312
Fiduciary Wealth Partners
Massachusetts
$106M -$9.56M -8% 85
BPW
7313
BLVD Private Wealth
Kentucky
$106M 73
VFM
7314
Vision Financial Markets
Connecticut
$106M +$14.2M +15% 458
NI
7315
NCP Inc
California
$106M +$32M +43% 133
SA
7316
swisspartners Advisors
Switzerland
$106M +$11.1M +12% 26
SWM
7317
Stonebridge Wealth Management
Illinois
$106M 33
KIA
7318
Kraematon Investment Advisors
Massachusetts
$106M +$7.72M +8% 94
SH
7319
Svenska Handelsbanken
Sweden
$106M +$5.52M +5% 11
EHMS
7320
Empower Harvest Management Services
Cayman Islands
$106M -$8.61M -8% 1
OFO
7321
OneAscent Family Office
Alabama
$106M -$1.72M -2% 145
MFG
7322
Mendota Financial Group
Wisconsin
$106M +$13.6M +15% 119
OPWM
7323
Oregon Pacific Wealth Management
Oregon
$106M +$5.58M +6% 133
MDA
7324
Minot DeBlois Advisors
Massachusetts
$106M +$5.23M +5% 259
SCVTA
7325
Santa Clara Valley Transportation Authority
California
$105M +$4.35M +4% 4