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
SWM
7301
Sandro Wealth Management
New Jersey
$125M +$4.09M +3% 102
LW
7302
Lauer Wealth
Indiana
$125M -$6.88M -5% 65
CAM
7303
Chesapeake Asset Management
New York
$125M +$4.19M +3% 365
RWJF
7304
Robert Wood Johnson Foundation
New Jersey
$125M +$937K +0.8% 2
PB
7305
Prosperity Bancshares
Texas
$125M +$13.9M +13% 429
BWLSA
7306
Blue Water Life Science Advisors
California
$125M -$34.6M -22% 11
AFA
7307
Allium Financial Advisors
Oregon
$125M -$1.44M -1% 81
SWA
7308
Strategic Wealth Advisors
Arizona
$125M +$7.75M +7% 273
WOSD
7309
WFA of San Diego
California
$125M -$12M -9% 425
MSK
7310
Melissa S. Kampmann
$125M -$10.6M -8% 43
CNTOF
7311
Canandaigua National Trust of Florida
New York
$125M -$35.3M -22% 139
CDWM
7312
Campbell Deegan Wealth Management
Virginia
$124M +$580K +0.5% 52
PWP
7313
Ponta Wealth Partners
Florida
$124M +$17.1M +16% 144
SGFG
7314
Silver Grove Financial Group
New York
$124M +$8.89M +8% 525
SJGA
7315
Stephen J. Garry & Associates
New York
$124M -$1.74M -1% 54
CPWL
7316
Coquina Private Wealth LLC
Florida
$124M -$436K -0.3% 100
FPC
7317
Flax Pond Capital
Massachusetts
$124M -$10.2M -8% 66
CBCM
7318
Cook & Bynum Capital Management
Alabama
$124M +$4.53M +4% 6
TWA
7319
Talisman Wealth Advisors
New Jersey
$124M -$4.38M -3% 122
ODE
7320
O'Domhnaill Enterprises
Wyoming
$124M +$17.3M +16% 76
NFP
7321
NorthLanding Financial Partners
New York
$124M -$503K -0.4% 41
CRW
7322
Clarity Retirement & Wealth
Massachusetts
$124M +$10.4M +9% 38
LGM
7323
L1 Global Manager
$124M +$11.5M +10% 149
WFA
7324
WJ Financial Advisors
Connecticut
$124M +$11.5M +10% 129
MP
7325
Marcho Partners
United Kingdom
$124M -$40.9M -25% 7