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
7351
Sentinel Wealth Management
Virginia
$106M 39
SPW
7352
Surience Private Wealth
Washington
$106M +$49.1M +86% 44
DM
7353
Diker Management
New York
$106M +$22.9M +27% 40
SA
7354
Sincerus Advisory
New York
$106M +$11.6M +12% 67
SB
7355
Semitam Bonam
New York
$106M 45
GBFP
7356
Golden Bell Financial Planning
Georgia
$106M +$3.22M +3% 35
FWP
7357
Fiduciary Wealth Partners
Massachusetts
$106M -$9.56M -8% 85
BPW
7358
BLVD Private Wealth
Kentucky
$106M 73
VFM
7359
Vision Financial Markets
Connecticut
$106M +$14.2M +15% 458
NI
7360
NCP Inc
California
$106M +$32M +43% 133
SA
7361
swisspartners Advisors
Switzerland
$106M +$11.1M +12% 26
SWM
7362
Stonebridge Wealth Management
Illinois
$106M 33
KIA
7363
Kraematon Investment Advisors
Massachusetts
$106M +$7.72M +8% 94
SH
7364
Svenska Handelsbanken
Sweden
$106M +$5.52M +5% 11
EHMS
7365
Empower Harvest Management Services
Cayman Islands
$106M -$8.61M -8% 1
OFO
7366
OneAscent Family Office
Alabama
$106M -$1.72M -2% 145
MFG
7367
Mendota Financial Group
Wisconsin
$106M +$13.6M +15% 119
OPWM
7368
Oregon Pacific Wealth Management
Oregon
$106M +$5.58M +6% 133
MDA
7369
Minot DeBlois Advisors
Massachusetts
$106M +$5.23M +5% 259
SCVTA
7370
Santa Clara Valley Transportation Authority
California
$105M +$4.35M +4% 4
LWA
7371
LifeGoal Wealth Advisors
New York
$105M +$12.6M +14% 74
PIC
7372
Platt Investment Counsel
Florida
$105M +$3.88M +4% 10
1L
7373
10Elms LLP
Oklahoma
$105M +$5.57M +6% 542
BPW
7374
Bingham Private Wealth
California
$105M +$8.17M +8% 164
CIA
7375
Caerus Investment Advisors
Texas
$105M +$1.18M +1% 33