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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
VAS
3476
Valicenti Advisory Services
New York
$205M -$4.29M -2% 1.81% 119% 66 9.09%
CWM
3477
Confluence Wealth Management
Oregon
$205M +$3.5M +2% 3.44% 31.9% 118 4.24%
TCPWM
3478
Traverso Chambers Private Wealth Management
California
$205M +$855K +0.4% 1.76% 16.4% 102 7.84%
CC
3479
Clearline Capital
New York
$205M +$13.5M +7% 2.72% 57.4% 60 50%
RCP
3480
Rothschild Capital Partners
New York
$204M +$25.3M +14% 5.34% 90.8% 42 21.43%
BSWM
3481
Boston Standard Wealth Management
Massachusetts
$204M +$12.3M +6% 2.18% 42.9% 33 3.03%
WEO
3482
William E. Oberndorf
$204M +$21.1M +12% 13.2% 36.2% 9 22.22%
KFP
3483
Keystone Financial Planning
Ohio
$204M +$1.73M +0.9% 0.66% 34.1% 48 6.25%
GII
3484
Gryphon International Investment
Ontario, Canada
$204M +$25.3M +14% 0% 5.67% 20 5%
CCM
3485
Crossvault Capital Management
Texas
$204M +$10.2M +5% 3.89% 56.4% 80 7.5%
AWMG
3486
Alliance Wealth Management Group
New Jersey
$204M +$15.5M +8% 2.56% 60 10%
IF
3487
Ironwood Financial
Arizona
$204M +$10.3M +5% 1.89% 48.8% 400 3.5%
TLA
3488
Tree Line Advisors
Hong Kong
$203M +$52.9M +35% 12.2% 670% 7 14.29%
MCP
3489
Mirador Capital Partners
California
$203M +$18.6M +10% 2.23% 102% 173 24.28%
SHCM
3490
Silver Heights Capital Management
Ontario, Canada
$203M +$5.05M +3% 5.51% 39.8% 6 0%
FWC
3491
First Washington Corp
Washington
$203M +$5.76M +3% 8.93% 142% 86 11.63%
WCA
3492
Westover Capital Advisors
Delaware
$203M +$10.1M +5% 4.4% 133% 153 24.18%
SNB
3493
Security National Bank
Nebraska
$202M +$9.57M +5% 3.73% 113% 74 6.76%
JWM
3494
Jupiter Wealth Management
Colorado
$202M -$5.79M -3% 3.48% 99.2% 87 18.39%
GP
3495
Galileo PTC
British Virgin Islands
$202M -$48.4M -19% 18.8% 82.7% 2 0%
HLA
3496
Hamilton Lane Advisors
Pennsylvania
$202M +$12.9M +7% 0.44% 187% 65 47.69%
DI
3497
Diligent Investors
California
$201M +$25.7M +15% 5.53% 71.9% 225 12.44%
EA
3498
Ecofin Advisors
United Kingdom
$201M +$56.1M +39% 5.01% 77% 35 34.29%
RIM
3499
Rush Island Management
New York
$201M +$32.4M +19% 1.19% 15.5% 24 45.83%
RCS
3500
Retirement Capital Strategies
California
$201M +$2.77M +1% 2.32% 59% 57 22.81%