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
AWA
7551
Asempa Wealth Advisors
Louisiana
$116M 113
ARA
7552
Approach Retirement Advisors
Alabama
$116M 78
TFS
7553
Targeted Financial Services
Florida
$116M 52
NC
7554
North Capital
Utah
$116M -$13.2M -10% 732
VFO
7555
Virtus Family Office
Texas
$116M +$9.18M +9% 67
SFP
7556
Sherwood Financial Partners
California
$116M +$1.37M +1% 9
MWM
7557
McCartney Wealth Management
Missouri
$116M 61
PPWM
7558
Perissos Private Wealth Management
Oklahoma
$116M -$21.5M -16% 85
KSB
7559
Kennebec Savings Bank
Maine
$116M +$6.08M +6% 259
SGM
7560
Sellaronda Global Management
New York
$116M +$2.47M +2% 9
SFGM
7561
Stonebridge Financial Group (Missouri)
Missouri
$116M 159
IVMX
7562
Institutional Venture Management XV
California
$116M -$15.9M -12% 3
SGFG
7563
Silver Grove Financial Group
New York
$115M +$10.1M +10% 152
SCM
7564
Susquehanna Capital Management
Pennsylvania
$115M -$37.4M -24% 1
4A
7565
4Wealth Advisors
Illinois
$115M +$7.31M +7% 145
OM
7566
OV Management
Minnesota
$115M -$2.46M -2% 56
AWA
7567
A4 Wealth Advisors
North Carolina
$115M -$3.22M -3% 178
NHH
7568
North Horizon Holdings
$115M 1
OCM
7569
Orchard Capital Management
Illinois
$115M +$39.5M +52% 48
HA
7570
Hegarty Advisors
New York
$115M 55
OWA
7571
ORBA Wealth Advisors
Illinois
$115M -$6.31M -5% 93
SWM
7572
Sherman Wealth Management
Maryland
$115M 77
WF
7573
WealthPoint Financial
North Carolina
$115M 117
NA
7574
NWM Advisors
California
$115M 25
CWM
7575
Curtis Wealth Management
Nevada
$115M 52