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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
MWP
3526
Moller Wealth Partners
$507M +$29M +6% 3.03% 41.4% 71 8.45%
RSVP
3527
Ramsay Stattman Vela & Price
Colorado
$506M -$48.9M -9% 3.01% 64.3% 85 12.94%
WWG
3528
West Wealth Group
California
$506M +$24M +5% 1.78% 71.2% 142 19.01%
BRCM
3529
Bright Rock Capital Management
Massachusetts
$506M -$2.78M -0.5% 2.1% 41.8% 83 16.87%
MIM
3530
Manitou Investment Management
Ontario, Canada
$506M -$65.1M -11% 11.2% 57.2% 57 10.53%
KHLMTHM
3531
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$506M -$3.86M -0.8% 1.91% 80.8% 66 21.21%
CBTWT
3532
Community Bank & Trust (Waco, Texas)
Texas
$505M +$17.4M +4% 3.39% 108% 164 8.54%
III
3533
Independent Investors Inc
New York
$504M -$34.6M -6% 4.18% 61.6% 71 4.23%
TCM
3534
Tradewinds Capital Management
Washington
$504M +$29.4M +6% 8.79% 85.2% 754 13.66%
AFGAS
3535
Allegiance Financial Group Advisory Services
Virginia
$503M +$27M +6% 1.04% 62.6% 219 28.77%
SPP
3536
Single Point Partners
Massachusetts
$503M -$3.21M -0.6% 1.61% 52.3% 90 11.11%
ACM
3537
Altrius Capital Management
North Carolina
$503M +$30.7M +7% 9.08% 43.8% 89 5.62%
NB
3538
Northwest Bancshares
Pennsylvania
$502M -$15M -3% 3.71% 61.3% 178 7.87%
HP
3539
Holistic Planning
Texas
$502M +$32.7M +7% 0.82% 312 16.99%
MWP
3540
MYCIO Wealth Partners
Pennsylvania
$502M +$18.7M +4% 2.03% 69.3% 49 2.04%
WMWM
3541
Whitaker-Myers Wealth Managers
Ohio
$502M +$22.3M +5% 0.68% 69.5% 125 21.6%
PRP
3542
Peak Retirement Planning
Ohio
$501M +$74.4M +17% 0.58% 166 22.29%
SWA
3543
Serenus Wealth Advisors
California
$501M -$15.2M -3% 2.64% 77 15.58%
MCCP
3544
Mission Creek Capital Partners
California
$501M +$6M +1% 1.73% 121% 239 20.5%
AA
3545
Auxano Advisors
Washington
$501M -$5.14M -1% 2.9% 85.4% 207 13.04%
DAC
3546
Dividend Assets Capital
South Carolina
$501M -$22M -4% 2.62% 67.4% 146 10.96%
HSG
3547
Helen Stephens Group
Texas
$501M +$25.1M +5% 0.49% 49.5% 133 18.05%
CWM
3548
Centric Wealth Management
Illinois
$501M +$27.5M +6% 0.83% 44.4% 213 13.62%
H2CM
3549
H/2 Credit Manager
Connecticut
$500M +$43.1M +9% 12.2% 54.9% 19 0%
PWP
3550
Precedent Wealth Partners
Texas
$500M +$22.8M +5% 1.49% 178 10.67%