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
SHF
7376
Safe Harbor Fiduciary
Florida
$107M +$9.94M +10% 272
SI
7377
Severin Investments
Missouri
$107M +$6.67M +7% 205
TF
7378
Tandem Financial
Colorado
$106M +$14.6M +16% 54
SWM
7379
Sentinel Wealth Management
Virginia
$106M 39
SPW
7380
Surience Private Wealth
Washington
$106M +$49.1M +86% 44
DM
7381
Diker Management
New York
$106M +$22.9M +27% 40
SA
7382
Sincerus Advisory
New York
$106M +$11.6M +12% 67
SB
7383
Semitam Bonam
New York
$106M 45
GBFP
7384
Golden Bell Financial Planning
Georgia
$106M +$3.22M +3% 35
FWP
7385
Fiduciary Wealth Partners
Massachusetts
$106M -$9.56M -8% 85
BPW
7386
BLVD Private Wealth
Kentucky
$106M 73
VFM
7387
Vision Financial Markets
Connecticut
$106M +$14.2M +15% 458
NI
7388
NCP Inc
California
$106M +$32M +43% 133
SA
7389
swisspartners Advisors
Switzerland
$106M +$11.1M +12% 26
SWM
7390
Stonebridge Wealth Management
Illinois
$106M 33
KIA
7391
Kraematon Investment Advisors
Massachusetts
$106M +$7.72M +8% 94
SH
7392
Svenska Handelsbanken
Sweden
$106M +$5.52M +5% 11
EHMS
7393
Empower Harvest Management Services
Cayman Islands
$106M -$8.61M -8% 1
OFO
7394
OneAscent Family Office
Alabama
$106M -$1.72M -2% 145
MFG
7395
Mendota Financial Group
Wisconsin
$106M +$13.6M +15% 119
OPWM
7396
Oregon Pacific Wealth Management
Oregon
$106M +$5.58M +6% 133
MDA
7397
Minot DeBlois Advisors
Massachusetts
$106M +$5.23M +5% 259
SCVTA
7398
Santa Clara Valley Transportation Authority
California
$105M +$4.35M +4% 4
LWA
7399
LifeGoal Wealth Advisors
New York
$105M +$12.6M +14% 74
PIC
7400
Platt Investment Counsel
Florida
$105M +$3.88M +4% 10