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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
MWM
3451
Mascoma Wealth Management
New Hampshire
$315M +$26.3M +9% 5.85% 40% 661 12.41%
CPM
3452
Crescent Park Management
California
$315M -$104M -25% 8.32% 87% 34 38.24%
RIS
3453
Retirement Income Solutions
Michigan
$315M +$36.2M +13% 7.6% 60.8% 128 19.53%
KM
3454
Kora Management
New York
$315M -$19.7M -6% 2.37% 307% 4 0%
SRC
3455
Sage Rhino Capital
California
$315M +$65.7M +26% 7.58% 86.8% 218 16.06%
PA
3456
Perennial Advisors
New York
$315M +$9.61M +3% 8.25% 93 9.68%
ST
3457
Skorpios Trust
Cyprus
$314M -$39.9M -11% 22.8% 174% 4 0%
WPA
3458
West Paces Advisors
Georgia
$314M +$32.9M +12% 8.41% 53.2% 568 14.08%
CCG
3459
Cloverfields Capital Group
Minnesota
$314M +$18.5M +6% 7.9% 101% 85 27.06%
HWM
3460
Hohimer Wealth Management
Washington
$313M +$2.09M +0.7% 12.3% 99.7% 206 24.27%
WCP
3461
Welch Capital Partners
New York
$313M +$8.21M +3% 5.24% 79.2% 33 12.12%
MAC
3462
Mason & Associates (California)
California
$313M +$30.9M +11% 6.24% 68.5% 90 20%
NMC
3463
Nine Masts Capital
Hong Kong
$313M +$54.7M +21% 3.49% 88.1% 62 50%
BW
3464
Bison Wealth
Georgia
$313M +$58.3M +23% 8.34% 37.4% 288 19.44%
PIS
3465
PPSC Investment Service
Japan
$313M 10.8% 161% 4
WFA
3466
WestHill Financial Advisors
California
$313M +$19.7M +7% 6.51% 55.9% 121 11.57%
PFMOSF
3467
Philadelphia Financial Management of San Francisco
California
$313M +$25.4M +9% 18.1% 209% 46 73.91%
JSA
3468
Jacobson & Schmitt Advisors
Wisconsin
$313M $0 0% 3.1% 70.3% 54 0%
PCTC
3469
Perkins Coie Trust Company
Washington
$313M +$52M +20% 10.1% 70.8% 237 5.06%
JSL
3470
JT Stratford LLC
Georgia
$313M +$31.6M +11% 6.49% 103% 229 25.76%
RCM
3471
Requisite Capital Management
Texas
$313M +$16.4M +6% 6.15% 41% 75 41.33%
AFFA
3472
ALM First Financial Advisors
Texas
$313M 5.12% 43.5% 16
PP
3473
Pertento Partners
United Kingdom
$312M +$65.6M +27% 0.64% 196% 20 40%
KMWM
3474
Keudell/Morrison Wealth Management
Oregon
$312M +$44.4M +17% 8.14% 195 16.41%
CWM
3475
CMH Wealth Management
New Hampshire
$312M +$38.8M +14% 6.61% 76.6% 54 25.93%