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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
CWC
3051
Carolinas Wealth Consulting
North Carolina
$411M +$39.3M +11% 7.43% 24.6% 1,026 16.47%
PAMI
3052
Perseverance Asset Management International
Cayman Islands
$411M -$13.1M -3% 1.1% 120% 24 41.67%
BCP
3053
Berylson Capital Partners
Massachusetts
$411M -$174M -30% 3.58% 57.7% 92 69.57%
VU
3054
Vanderbilt University
Tennessee
$411M +$125M +44% 18.1% 61.8% 16 62.5%
SAS
3055
Sage Advisory Services
Texas
$411M +$31.8M +8% 5.45% 33.9% 58 27.59%
HWM
3056
Hohimer Wealth Management
Washington
$410M +$33M +9% 7.39% 99.7% 215 15.81%
XF
3057
XML Financial
Maryland
$410M +$24.4M +6% 6.32% 69.5% 229 13.54%
AWM
3058
Altavista Wealth Management
North Carolina
$410M +$15.2M +4% 5.05% 80.6% 179 6.15%
MCM
3059
Mitchell Capital Management
Kansas
$410M +$11.4M +3% 4.73% 219% 157 14.01%
CCP
3060
Cyrus Capital Partners
New York
$410M -$11.3M -3% 31% 163% 15 26.67%
TCWA
3061
Ten Capital Wealth Advisors
Washington
$410M +$51.2M +14% 4.88% 25% 425 21.18%
MCPPUI
3062
MIC Capital Partners (Public) (US) IM
United Arab Emirates
$410M +$28.4M +7% 11.6% 22 45.45%
CFA
3063
Cahill Financial Advisors
Minnesota
$410M +$13.2M +3% 6.08% 55.9% 212 14.62%
CCB
3064
Cutter & Co Brokerage
Missouri
$410M +$28.9M +8% 7.32% 40.4% 318 16.35%
SDWMA
3065
Schneider Downs Wealth Management Advisors
Pennsylvania
$409M +$50M +14% 5.52% 55% 136 32.35%
MWM
3066
Madison Wealth Management
Ohio
$409M +$29.5M +8% 7.27% 35.1% 147 10.2%
IAS
3067
IMA Advisory Services
Colorado
$408M +$51.5M +14% 5.11% 74.5% 328 19.51%
PCH
3068
PGIM Custom Harvest
New Jersey
$408M +$104M +34% 7.29% 78.2% 216 18.06%
LOPW
3069
Live Oak Private Wealth
North Carolina
$407M +$50.7M +14% 9.45% 65% 160 12.5%
SG
3070
Strid Group
Pennsylvania
$407M +$35.7M +10% 7.07% 50.4% 38 10.53%
TOGEPT
3071
Trustees of General Electric Pension Trust
Connecticut
$407M +$72.2M +22% 21.6% 184% 1 0%
CSPAM
3072
Cary Street Partners Asset Management
Virginia
$406M +$67.5M +20% 8.19% 25.3% 182 12.09%
RWA
3073
Redhawk Wealth Advisors
Minnesota
$406M +$15.6M +4% 5.72% 111% 266 30.08%
ANRF
3074
Adams Natural Resources Fund
Maryland
$406M +$75.6M +23% 25.3% 43% 57 5.26%
WAG
3075
Winthrop Advisory Group
Massachusetts
$406M +$23.3M +6% 5.03% 70.4% 145 17.24%