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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
PWM
3176
PBMares Wealth Management
Virginia
$546M +$46.9M +9% 7.4% 67.7% 199 10.05%
GWI
3177
Grace & White Inc
New York
$546M +$22.4M +4% 5.79% 61.5% 138 2.9%
RRWA
3178
Rainey & Randall Wealth Advisors
Florida
$546M +$35.1M +7% 6.33% 47.8% 76 7.89%
RH
3179
Riverstone Holdings
New York
$546M -$59.2M -10% 0.69% 89.8% 5 20%
PAM
3180
Peak Asset Management
Colorado
$546M +$20.4M +4% 9.62% 58.1% 153 5.23%
JHCP
3181
Jackson Hole Capital Partners
Oklahoma
$545M +$41.6M +8% 5.8% 71.4% 287 4.18%
PCWA
3182
Pacific Capital Wealth Advisors
California
$545M -$33.4M -6% 7.92% 46.9% 84 15.48%
RIS
3183
Retirement Income Solutions
Michigan
$545M +$67.1M +14% 8.44% 53.7% 166 16.87%
PCA
3184
Providence Capital Advisors
North Carolina
$545M +$63.6M +13% 8.91% 42.1% 239 50.63%
WCAMG
3185
Woodard & Company Asset Management Group
North Carolina
$545M +$65.1M +14% 10% 84.8% 154 17.53%
SHIM
3186
Stone House Investment Management
Pennsylvania
$544M +$50.7M +10% 7.72% 40.1% 585 36.58%
GC
3187
Greencape Capital
Australia
$544M +$421M +341% 27% 98.1% 3 33.33%
CCM
3188
Coerente Capital Management
Ontario, Canada
$544M +$30.5M +6% 5.44% 40% 40 7.5%
VCM
3189
Virtue Capital Management
Tennessee
$543M -$312M -36% 9.71% 61.9% 497 54.33%
MC
3190
Martin & Co
Tennessee
$543M +$25.4M +5% 6.01% 57.2% 107 5.61%
WCFA
3191
Walkner Condon Financial Advisors
Wisconsin
$543M +$49M +10% 8.2% 56.8% 290 12.41%
BPC
3192
Bearing Point Capital
Minnesota
$543M +$73.3M +16% 15.2% 179 18.44%
CI
3193
CacheTech Inc
Utah
$543M +$30.1M +6% 10.4% 205 26.83%
MCM
3194
Maytus Capital Management
New York
$543M +$218M +67% 28.6% 267% 85 56.47%
CG
3195
Castellan Group
Kentucky
$543M +$185M +52% 3.13% 196% 68 58.82%
WAM
3196
Wilsey Asset Management
California
$543M +$43.8M +9% 3.04% 55% 25 8%
SAM
3197
Secure Asset Management
Michigan
$543M +$43.7M +9% 12.7% 86.5% 366 30.33%
PIFP
3198
Partners in Financial Planning
Virginia
$542M +$44.7M +9% 6.65% 31.6% 109 9.17%
SCM
3199
Silverarc Capital Management
Massachusetts
$542M +$53.3M +11% 21.9% 3,352% 88 47.73%
IPW
3200
Impact Partnership Wealth
Georgia
$542M +$74M +16% 6.86% 47.3% 358 46.09%