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
S
7426
Storgate
Texas
$122M 153
PGWM
7427
Pitti Group Wealth Management
New York
$122M +$4.16M +4% 80
BSTWA
7428
Blake Schutter Theil Wealth Advisors
Ohio
$122M +$20.5M +20% 117
FWA
7429
Fulcrum Wealth Advisors
Washington
$122M 67
EPCA
7430
Elizabeth Park Capital Advisors
Ohio
$121M -$2.15M -2% 51
SAM
7431
SVRN Asset Management
Texas
$121M 43
GFS
7432
Geremia Financial Services
New Jersey
$121M 10
TBF
7433
True Blue Financial
Michigan
$121M 51
PA
7434
Prosperity Advisers
Pennsylvania
$121M 40
SAM
7435
Smith Asset Management
Florida
$121M +$3.72M +3% 71
TFP
7436
TrueWealth Financial Partners
Washington
$121M -$74.9M -38% 74
SKK
7437
Shepherd Kaplan Krochuk
Massachusetts
$121M -$751K -0.6% 66
TWM
7438
Troutman Wealth Management
Pennsylvania
$121M 37
MF
7439
Midwestern Financial
Iowa
$121M +$4.39M +4% 54
EWM
7440
Evolution Wealth Management
Florida
$121M +$23.4M +24% 790
SWM
7441
Sandro Wealth Management
New Jersey
$121M 93
MW
7442
Mueller Wealth
Wisconsin
$121M 15
SO
7443
Sierra Ocean
California
$121M +$1.78M +1% 68
NL
7444
NorthAvenue LLC
Ohio
$121M 375
CAM
7445
Chesapeake Asset Management
New York
$121M +$7.8M +7% 363
ECM
7446
Explore Capital Management
Delaware
$121M -$41.1M -25% 19
SWM
7447
Sentinel Wealth Management
Virginia
$121M +$5.46M +5% 38
EFG
7448
Elm3 Financial Group
Georgia
$121M -$1.4M -1% 128
SAP
7449
Strategic Advisory Partners
North Carolina
$121M 36
NI
7450
NDVR Inc
Massachusetts
$121M +$556K +0.5% 147