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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
CWM
3626
Concentric Wealth Management
California
$376M +$31.2M +9% 7.62% 33.4% 139 11.51%
AC
3627
AlphaCore Capital
California
$376M -$309M -45% 10.8% 68.3% 410 63.17%
WCAMG
3628
Woodard & Company Asset Management Group
North Carolina
$375M +$32.4M +9% 10.8% 84.8% 107 8.41%
PT
3629
Plimoth Trust
Massachusetts
$375M +$28.8M +8% 10.6% 94% 159 1.89%
WFPG
3630
Waller Financial Planning Group
Ohio
$375M -$5.08M -1% 4.67% 40.9% 65 9.23%
JHCM
3631
Juniper Hill Capital Management
California
$375M +$13.4M +4% 4.04% 33.6% 4 0%
MAC
3632
Mason & Associates (California)
California
$375M +$34.6M +10% 6.68% 68.5% 117 35.04%
PEGL
3633
P/E Global LLC
Massachusetts
$375M -$295M -44% 5.48% 40.8% 3 66.67%
PFM
3634
Privium Fund Management
Netherlands
$374M +$15.5M +4% 11.2% 410% 131 23.66%
RC
3635
RV Capital
Switzerland
$374M +$28.7M +8% 26.6% 278% 8 25%
UAM
3636
UAS Asset Management
New York
$374M -$19.4M -5% 14.3% 102% 23 47.83%
NDSI
3637
Newman Dignan & Sheerar Inc
Rhode Island
$374M +$42.8M +13% 8.69% 73.5% 192 17.71%
PWM
3638
Praetorian Wealth Management
California
$374M +$28.1M +8% 6.69% 53.8% 59 40.68%
FSCM
3639
First Sabrepoint Capital Management
Texas
$374M +$70.4M +23% 12.7% 182% 59 52.54%
PCM
3640
Poehling Capital Management
Wisconsin
$373M +$57.5M +18% 9.29% 70.9% 133 8.27%
MIC
3641
Maxi Investments CY
Cyprus
$373M +$17.7M +5% 8.84% 24.6% 127 69.29%
JWM
3642
JFG Wealth Management
Colorado
$373M +$24.7M +7% 5.92% 65.2% 83 30.12%
AW
3643
Avion Wealth
Texas
$373M +$16.2M +5% 5.01% 45.4% 1,255 18.73%
CH
3644
Canton Hathaway
Rhode Island
$372M +$40.5M +12% 12.8% 76.5% 267 18.73%
FSG
3645
Financial Strategies Group
Michigan
$372M +$22.4M +6% 6.59% 39.5% 85 15.29%
NI
3646
Noked Israel
Israel
$372M -$6.98M -2% 17.9% 202% 32 34.38%
EG
3647
Enstar Group
Bermuda
$372M +$30.7M +9% 11.7% 36% 7 0%
KA
3648
Kozak & Associates
Colorado
$372M +$56.5M +18% 14.3% 97.4% 440 25.23%
OMC
3649
Overbrook Management Corp
New York
$372M -$123M -25% 15.2% 146% 76 34.21%
VFPW
3650
Vantage Financial Partners (Wisconsin)
Wisconsin
$372M +$31.1M +9% 6.18% 53.8% 149 14.77%