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
ERWM
7926
E&R Wealth Management
South Carolina
$95.8M 12
ITG
7927
Index Technologies Group
New York
$95.8M 142
PWM
7928
Partners Wealth Management
California
$95.7M -$5.56M -5% 126
PHIMC
7929
Private Harbour Investment Management & Counsel
Ohio
$95.6M -$958K -1% 40
OIM
7930
Oceanic Investment Management
Isle Of Man
$95.5M 40
AA
7931
Armor Advisors
New York
$95.5M -$10M -9% 19
SG
7932
Sherry Group
Arkansas
$95.4M 43
WAG
7933
Wallace Advisory Group
California
$95.3M -$29.1M -23% 177
WCBA
7934
Weaver C. Barksdale & Associates
Tennessee
$95.3M -$8.62M -8% 62
KAM
7935
Kazazian Asset Management
Florida
$95M +$12.1M +15% 56
TWM
7936
Tortuga Wealth Management
California
$94.9M 104
BI
7937
Breachway Investments
Rhode Island
$94.8M 98
TF
7938
Thayer Financial
North Carolina
$94.6M 33
OIS
7939
OneAscent Investment Solutions
Alabama
$94.4M +$399K +0.4% 128
CCA
7940
Cruiser Capital Advisors
Connecticut
$94.4M -$620K -0.7% 63
HCM
7941
Hestia Capital Management
Pennsylvania
$94.3M -$41.3M -30% 22
BFS
7942
Boyer Financial Services
California
$94.3M 51
TIM
7943
Timelo Investment Management
Ontario, Canada
$94.2M +$34M +56% 59
PCP
7944
Pacific Capital Partners
$94.2M +$4.34M +5% 37
SFO
7945
Standard Family Office
South Dakota
$94.1M +$1.85M +2% 29
FCM
7946
Fourier Capital Management
$94.1M 20
DFG
7947
DiPaolo Financial Group
Florida
$93.9M 31
APW
7948
Axim Planning & Wealth
Ohio
$93.9M -$31.8M -25% 94
DWRES
7949
Divco West Real Estate Services
California
$93.3M -$14.3M -13% 4
FWS
7950
FinDec Wealth Services
California
$93.2M -$3.33M -3% 35