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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
MCM
3326
Makena Capital Management
California
$430M -$12M -3% 6.53% 74.3% 43 13.95%
CWS
3327
Cypress Wealth Services
California
$429M +$28.3M +7% 6.76% 71.8% 266 10.15%
SF
3328
Symphony Financial
Texas
$429M -$35.8M -8% 10% 71.2% 212 17.45%
TWM
3329
TMD Wealth Management
Arizona
$429M +$45.2M +12% 4.67% 2.41% 63 20.63%
GPWA
3330
Great Point Wealth Advisors
Massachusetts
$429M +$44.4M +12% 6.37% 65 21.54%
NC
3331
Nekton Capital
United Kingdom
$429M -$6.47M -1% 6.64% 30.1% 21 61.9%
VW
3332
Vantage Wealth
California
$429M -$25.9M -6% 6.17% 56.1% 43 23.26%
DWM
3333
Dechtman Wealth Management
Colorado
$429M +$48.4M +13% 8.89% 64 14.06%
NHT
3334
New Hampshire Trust
New Hampshire
$428M +$11.8M +3% 9.52% 75.9% 180 8.89%
IRC
3335
Investors Research Corp
Georgia
$428M +$13.4M +3% 7.15% 57.2% 1,112 11.69%
RRWA
3336
Rainey & Randall Wealth Advisors
Florida
$428M +$35.5M +9% 5.5% 47.8% 54 16.67%
DSCM
3337
Divisadero Street Capital Management
Florida
$427M -$15.4M -3% 25.6% 640% 86 66.28%
IIM
3338
Ipswich Investment Management
Massachusetts
$427M +$31.4M +8% 10.2% 92.8% 197 6.09%
HWM
3339
Hohimer Wealth Management
Washington
$427M +$32.3M +8% 8.26% 85.5% 246 30.08%
PCTC
3340
Perkins Coie Trust Company
Washington
$427M +$30.6M +8% 7.54% 70.8% 300 15%
BRA
3341
Bender Robert & Associates
California
$427M +$29.9M +8% 17.1% 116% 50 14%
SGH
3342
Sivik Global Healthcare
Connecticut
$427M +$187M +78% 12.5% 53.8% 55 43.64%
CFO
3343
Callan Family Office
Pennsylvania
$427M +$21.6M +5% 8.38% 69% 109 27.52%
SC
3344
Schoolcraft Capital
Colorado
$426M +$30.2M +8% 7.54% 44.8% 68 8.82%
SAM
3345
Secure Asset Management
Michigan
$425M +$53.2M +14% 8.56% 86.5% 266 28.95%
SHIM
3346
Stone House Investment Management
Pennsylvania
$425M +$135M +47% 7.21% 40.1% 444 38.29%
PCWA
3347
Pacific Capital Wealth Advisors
California
$425M +$30.3M +8% 5.56% 46.9% 544 41.18%
CFS
3348
Commonwealth Financial Services
West Virginia
$424M -$158K -0% 5.83% 58.2% 187 2.14%
RP
3349
Rice Partnership
Hawaii
$424M +$41.2M +11% 13.1% 123% 166 28.31%
EC
3350
Edenbrook Capital
New York
$424M +$59.5M +16% 13.8% 249% 17 29.41%