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
SFP
7601
Sherwood Financial Partners
California
$116M +$1.37M +1% 9
MWM
7602
McCartney Wealth Management
Missouri
$116M 61
PPWM
7603
Perissos Private Wealth Management
Oklahoma
$116M -$21.5M -16% 85
KSB
7604
Kennebec Savings Bank
Maine
$116M +$6.08M +6% 259
SGM
7605
Sellaronda Global Management
New York
$116M +$2.47M +2% 9
SFGM
7606
Stonebridge Financial Group (Missouri)
Missouri
$116M 159
IVMX
7607
Institutional Venture Management XV
California
$116M -$15.9M -12% 3
SGFG
7608
Silver Grove Financial Group
New York
$115M +$10.1M +10% 152
SCM
7609
Susquehanna Capital Management
Pennsylvania
$115M -$37.4M -24% 1
4A
7610
4Wealth Advisors
Illinois
$115M +$7.31M +7% 145
OM
7611
OV Management
Minnesota
$115M -$2.46M -2% 56
AWA
7612
A4 Wealth Advisors
North Carolina
$115M -$3.22M -3% 178
NHH
7613
North Horizon Holdings
$115M 1
RIG
7614
Ramiah Investment Group
Wisconsin
$115M +$2.36M +2% 73
OCM
7615
Orchard Capital Management
Illinois
$115M +$39.5M +52% 48
HA
7616
Hegarty Advisors
New York
$115M 55
OWA
7617
ORBA Wealth Advisors
Illinois
$115M -$6.31M -5% 93
SWM
7618
Sherman Wealth Management
Maryland
$115M 77
WF
7619
WealthPoint Financial
North Carolina
$115M 117
NA
7620
NWM Advisors
California
$115M 25
CWM
7621
Curtis Wealth Management
Nevada
$115M 52
MWML
7622
M Wealth Management LLC
California
$115M +$1.04M +0.9% 49
BPW
7623
BLVD Private Wealth
Kentucky
$115M -$1.68M -1% 80
MWM
7624
MY Wealth Management
Maryland
$115M +$724K +0.6% 37
SF
7625
Schaeffer Financial
Maryland
$115M +$4.29M +4% 22