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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
APC
3676
Aspire Private Capital
North Carolina
$263M -$17.3M -6% 5.82% 49.6% 709 10.58%
WW
3677
Waterfront Wealth
Kansas
$263M +$15.3M +6% 5.25% 71.8% 250 9.6%
PA
3678
Parkside Advisors
California
$263M -$14.4M -5% 5.47% 36.7% 66 12.12%
MAM
3679
MPM Asset Management
Massachusetts
$263M +$25.6M +11% 24% 5.89% 10 10%
WA
3680
WealthTrust Axiom
Pennsylvania
$262M -$18.3M -7% 3.09% 125% 259 7.34%
AAI
3681
American Assets Inc
California
$262M -$26.4M -9% 9.09% 63.2% 10 0%
ACM
3682
Altrius Capital Management
North Carolina
$262M -$45.4M -15% 9.81% 43.8% 90 6.67%
SAM
3683
SignalPoint Asset Management
Missouri
$262M -$11.1M -4% 2.37% 36% 218 5.5%
MP
3684
McDonald Partners
Ohio
$262M -$130M -33% 5.07% 90.7% 299 27.76%
WMG
3685
WESCAP Management Group
California
$262M -$30.7M -10% 5.63% 45.7% 94 7.45%
WCA
3686
Westover Capital Advisors
Delaware
$262M -$9.52M -4% 3.31% 133% 173 18.5%
CAM
3687
Cypress Asset Management
Texas
$261M -$18.5M -7% 5% 128% 123 5.69%
LWA
3688
LWS Wealth Advisors
New Jersey
$261M +$48.8M +23% 5.29% 8.87% 64 15.63%
RCM
3689
RB Capital Management
Nevada
$261M -$7.38M -3% 4.38% 79.4% 180 10.56%
SG
3690
Stephens Group
Arkansas
$261M +$30.2M +13% 15.7% 33.8% 4 25%
SI
3691
Sora Investors
Pennsylvania
$261M +$52.7M +25% 1.38% 179% 43 72.09%
PCTC
3692
Perkins Coie Trust Company
Washington
$261M -$13.8M -5% 4.98% 70.8% 241 1.66%
CDIA
3693
Capital Directions Investment Advisors
Georgia
$261M -$40.5M -13% 4.72% 7.53% 260 96.15%
MAM
3694
Monaco Asset Management
Monaco
$261M +$31M +14% 5.46% 120% 87 41.38%
SC
3695
Searle & Co
Connecticut
$260M +$6.68M +3% 5.95% 93.8% 150 7.33%
WCM
3696
Wildcat Capital Management
New York
$260M -$41.6M -14% 7.44% 126% 31 16.13%
KFP
3697
Keystone Financial Planning
Ohio
$260M -$24.4M -9% 10.5% 34.1% 48 12.5%
MMPW
3698
Mitchell McLeod Pugh & Williams
Alabama
$260M +$2.35M +0.9% 4.4% 90.7% 238 14.29%
RW
3699
REDW Wealth
New Mexico
$260M -$12.6M -5% 5.22% 54.1% 119 11.76%
A
3700
Apoletto
British Virgin Islands
$260M -$102M -28% 7.72% 192% 17 11.76%