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
NL
7501
NorthAvenue LLC
Ohio
$121M 375
CAM
7502
Chesapeake Asset Management
New York
$121M +$7.8M +7% 363
ECM
7503
Explore Capital Management
Delaware
$121M -$41.1M -25% 19
SWM
7504
Sentinel Wealth Management
Virginia
$121M +$5.46M +5% 38
EFG
7505
Elm3 Financial Group
Georgia
$121M -$1.4M -1% 128
SAP
7506
Strategic Advisory Partners
North Carolina
$121M 36
NI
7507
NDVR Inc
Massachusetts
$121M +$556K +0.5% 147
LRI
7508
Linden Rose Investment
Texas
$120M 7
UA
7509
URS Advisory
Florida
$120M 44
ARA
7510
Alexander Randolph Advisory
Virginia
$120M -$1M -0.8% 56
OP
7511
Orvieto Partners
Massachusetts
$120M +$2.28M +2% 46
VWM
7512
Vigil Wealth Management
Florida
$120M 77
FJWM
7513
Ferguson Johnson Wealth Management
Maryland
$120M 35
DWA
7514
Davis Wealth Advisors
New Hampshire
$120M 69
GBFP
7515
Golden Bell Financial Planning
Georgia
$120M +$5.05M +4% 36
SB
7516
Semitam Bonam
New York
$120M +$8.27M +7% 48
AWM
7517
Alterna Wealth Management
Texas
$120M -$1.52M -1% 113
VCWM
7518
Vista Cima Wealth Management
Arizona
$120M -$71.8K -0.1% 79
GSM
7519
Global Strategic Management
Puerto Rico
$120M 27
CBCM
7520
Cook & Bynum Capital Management
Alabama
$120M -$5.53M -4% 6
FFP
7521
Frisco Financial Planning
Texas
$120M +$2.46M +2% 27
WIM
7522
Wiregrass Investment Management
Georgia
$120M 98
PWM
7523
Peak Wealth Management
New Hampshire
$120M 51
CH
7524
CDKV Holdings
Colorado
$120M 277
MH
7525
Mishpacha Holdings
$120M 11