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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
BWP
2501
BlueStem Wealth Partners
Minnesota
$906M +$32.2M +4% 1.57% 137 18.25%
WHCM
2502
Wolf Hill Capital Management
Connecticut
$906M -$186M -17% 5.19% 292% 38 47.37%
VH
2503
V3 Holding
New York
$905M +$76M +9% 17.2% 1 0%
NAS
2504
NWF Advisory Services
California
$905M -$6.46M -0.7% 5.4% 111% 447 14.77%
CWM
2505
Cabot Wealth Management
Massachusetts
$905M +$2.93M +0.3% 2.65% 55.6% 143 10.49%
LRPA
2506
L. Roy Papp & Associates
Arizona
$905M +$14.9M +2% 4.48% 64.3% 189 5.82%
NP
2507
Ninepoint Partners
Ontario, Canada
$904M +$145M +19% 12% 38.6% 195 49.23%
HVIA
2508
Hudson Valley Investment Advisors
New York
$904M -$56.6M -6% 6.65% 94.6% 179 17.88%
SCM
2509
SIR Capital Management
New York
$904M -$211M -19% 5.27% 80% 99 40.4%
JWBC
2510
J.W. Burns & Co
New York
$903M +$19.7M +2% 3.37% 78.5% 190 6.84%
CIPU
2511
Caledonia Investments plc (UK)
United Kingdom
$902M -$114M -11% 7.74% 48.7% 17 23.53%
PWA
2512
Provenance Wealth Advisors
Florida
$902M +$129M +17% 1.9% 55.9% 446 8.07%
SWM
2513
Sendero Wealth Management
Texas
$902M +$48.8M +6% 3.86% 77.4% 202 9.41%
DA
2514
Denali Advisors
California
$901M +$15.9M +2% 0.96% 85.8% 352 24.43%
EPAM
2515
Euro Pacific Asset Management
Puerto Rico
$901M +$72.2M +9% 12.1% 137% 97 12.37%
IP
2516
Isthmus Partners
Wisconsin
$901M +$450M +100% 3.29% 61.1% 222 24.32%
MFG
2517
MidWestOne Financial Group
Iowa
$900M +$77M +9% 8.9% 62.7% 325 13.23%
GWP
2518
Gateway Wealth Partners
Wisconsin
$898M +$158M +21% 2.02% 46.3% 484 20.45%
ACA
2519
Atlas Capital Advisors
Wyoming
$898M 4.38% 971
EI
2520
EAM Investors
California
$898M +$25.6M +3% 35.8% 5,228% 377 61.54%
GFG
2521
Goldstone Financial Group
Illinois
$898M +$52.4M +6% 1.68% 42.9% 229 10.92%
ACM
2522
Ashford Capital Management
Delaware
$898M -$96.4K -0% 9.75% 111% 120 17.5%
TI
2523
Think Investments
California
$897M +$141M +19% 4.15% 119% 29 41.38%
CFP
2524
Catalyst Financial Partners
Massachusetts
$897M +$67.6M +8% 4.4% 98.6% 343 13.41%
VCM
2525
Violich Capital Management
California
$896M +$55.6M +7% 7.05% 100% 119 12.61%