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
7376
Stonebridge Wealth Management
Illinois
$106M 33
KIA
7377
Kraematon Investment Advisors
Massachusetts
$106M +$7.72M +8% 94
SH
7378
Svenska Handelsbanken
Sweden
$106M +$5.52M +5% 11
EHMS
7379
Empower Harvest Management Services
Cayman Islands
$106M -$8.61M -8% 1
OFO
7380
OneAscent Family Office
Alabama
$106M -$1.72M -2% 145
MFG
7381
Mendota Financial Group
Wisconsin
$106M +$13.6M +15% 119
OPWM
7382
Oregon Pacific Wealth Management
Oregon
$106M +$5.58M +6% 133
MDA
7383
Minot DeBlois Advisors
Massachusetts
$106M +$5.23M +5% 259
SCVTA
7384
Santa Clara Valley Transportation Authority
California
$105M +$4.35M +4% 4
LWA
7385
LifeGoal Wealth Advisors
New York
$105M +$12.6M +14% 74
PIC
7386
Platt Investment Counsel
Florida
$105M +$3.88M +4% 10
1L
7387
10Elms LLP
Oklahoma
$105M +$5.57M +6% 542
BPW
7388
Bingham Private Wealth
California
$105M +$8.17M +8% 164
CIA
7389
Caerus Investment Advisors
Texas
$105M +$1.18M +1% 33
HWM
7390
Hobbs Wealth Management
Indiana
$105M +$14.6M +16% 58
YMRC
7391
Yorktown Management & Research Company
Virginia
$105M +$12.8M +14% 245
CG
7392
Curat Global
New Hampshire
$105M +$22.7M +28% 308
HAP
7393
Harbor Asset Planning
Massachusetts
$105M 412
GAA
7394
Green Alpha Advisors
Colorado
$105M +$11.1M +12% 112
CCM
7395
Candelo Capital Management
New York
$104M +$140K +0.1% 40
YG
7396
York GP
Cayman Islands
$104M -$18.8M -15% 4
LSL
7397
Legacy Solutions LLC
Pennsylvania
$104M +$13.6M +15% 80
MWM
7398
MY Wealth Management
Maryland
$104M +$1.01M +1% 32
WPWM
7399
Western Pacific Wealth Management
Illinois
$104M -$6.32M -6% 216
WCBA
7400
Weaver C. Barksdale & Associates
Tennessee
$104M +$40.1K +0% 63