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
SA
7351
Sincerus Advisory
New York
$106M +$11.6M +12% 67
SB
7352
Semitam Bonam
New York
$106M 45
GBFP
7353
Golden Bell Financial Planning
Georgia
$106M +$3.22M +3% 35
FWP
7354
Fiduciary Wealth Partners
Massachusetts
$106M -$9.56M -8% 85
BPW
7355
BLVD Private Wealth
Kentucky
$106M 73
VFM
7356
Vision Financial Markets
Connecticut
$106M +$14.2M +15% 458
NI
7357
NCP Inc
California
$106M +$32M +43% 133
SA
7358
swisspartners Advisors
Switzerland
$106M +$11.1M +12% 26
SWM
7359
Stonebridge Wealth Management
Illinois
$106M 33
KIA
7360
Kraematon Investment Advisors
Massachusetts
$106M +$7.72M +8% 94
SH
7361
Svenska Handelsbanken
Sweden
$106M +$5.52M +5% 11
EHMS
7362
Empower Harvest Management Services
Cayman Islands
$106M -$8.61M -8% 1
OFO
7363
OneAscent Family Office
Alabama
$106M -$1.72M -2% 145
MFG
7364
Mendota Financial Group
Wisconsin
$106M +$13.6M +15% 119
OPWM
7365
Oregon Pacific Wealth Management
Oregon
$106M +$5.58M +6% 133
MDA
7366
Minot DeBlois Advisors
Massachusetts
$106M +$5.23M +5% 259
SCVTA
7367
Santa Clara Valley Transportation Authority
California
$105M +$4.35M +4% 4
LWA
7368
LifeGoal Wealth Advisors
New York
$105M +$12.6M +14% 74
PIC
7369
Platt Investment Counsel
Florida
$105M +$3.88M +4% 10
1L
7370
10Elms LLP
Oklahoma
$105M +$5.57M +6% 542
BPW
7371
Bingham Private Wealth
California
$105M +$8.17M +8% 164
CIA
7372
Caerus Investment Advisors
Texas
$105M +$1.18M +1% 33
HWM
7373
Hobbs Wealth Management
Indiana
$105M +$14.6M +16% 58
YMRC
7374
Yorktown Management & Research Company
Virginia
$105M +$12.8M +14% 245
CG
7375
Curat Global
New Hampshire
$105M +$22.7M +28% 308