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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
NWM
2876
NEIRG Wealth Management
Massachusetts
$511M -$10.8M -2% 1.49% 158 29.11%
PAG
2877
Private Advisory Group
Washington
$511M -$19.5M -4% 4.76% 177% 213 55.4%
AT
2878
Arden Trust
Delaware
$511M -$78.5M -13% 1.18% 22.5% 303 16.17%
WC
2879
Wealthspring Capital
New York
$510M +$43.8M +9% 0.53% 24.1% 470 22.77%
WM
2880
Wishbone Management
Illinois
$510M -$225M -31% 9.75% 58.7% 12 33.33%
GSWM
2881
Golden State Wealth Management
California
$510M -$70.7M -12% 5.13% 375 22.13%
EPAM
2882
Euro Pacific Asset Management
Puerto Rico
$510M +$65.8M +15% 15.3% 122% 67 14.93%
KBFS
2883
Kohmann Bosshard Financial Services
Ohio
$510M +$10.7M +2% 5.25% 42.8% 142 20.42%
RCMC
2884
RK Capital Management (Colorado)
Colorado
$510M -$40.8M -7% 5.17% 89% 65 26.15%
KWMG
2885
King Wealth Management Group
Florida
$509M -$29.5M -5% 5.15% 86% 185 14.05%
GBT
2886
Grove Bank & Trust
Florida
$508M -$15.2M -3% 3.66% 71.8% 246 10.57%
IVSFI
2887
IA Venture Strategies Fund II
New York
$508M -$278M -35% 27.3% 375% 2 0%
EWM
2888
Edge Wealth Management
New York
$508M -$39.1M -7% 4.48% 61.6% 523 82.6%
PCS
2889
Personal CFO Solutions
New Jersey
$507M -$27.1M -5% 2.95% 91.4% 526 19.77%
HWM
2890
Hohimer Wealth Management
Washington
$507M +$31.9M +7% 3.47% 99.7% 235 20%
EPC
2891
Emerson Point Capital
New York
$507M -$135M -21% 12.4% 94.8% 35 20%
WAM
2892
Winslow Asset Management
Ohio
$506M -$60M -11% 5.52% 89.9% 88 4.55%
OIM
2893
Oracle Investment Management
Connecticut
$506M -$198M -28% 15.2% 865% 42 47.62%
SG
2894
Sourcerock Group
Colorado
$506M +$133M +36% 43.8% 59.1% 24 50%
TWP
2895
TFO Wealth Partners
Ohio
$505M -$16.8M -3% 5.32% 63.6% 183 62.3%
LF
2896
LL Funds
Pennsylvania
$504M -$137M -21% 21.4% 96.9% 1 0%
TC
2897
Titleist Capital
Texas
$504M -$16.2M -3% 7.8% 297 31.99%
ANBT
2898
American National Bank & Trust
Texas
$504M -$7.95M -2% 2.83% 95.1% 446 27.58%
CCM
2899
CoreView Capital Management
Hong Kong
$503M +$129M +35% 25.3% 50.9% 15 73.33%
DSC
2900
Duncker Streett & Co
Missouri
$503M -$78M -13% 5.17% 90.9% 533 11.44%