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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
RWM
3676
Rockline Wealth Management
New York
$491M +$7.44M +2% 0.69% 111 12.61%
CWA
3677
Clarity Wealth Advisors
California
$490M +$36.4M +8% 3.58% 85.1% 114 15.79%
MCM
3678
McRae Capital Management
New Jersey
$490M -$13.9M -3% 1.51% 59.2% 104 1.92%
PFA
3679
Professional Financial Advisors
Nebraska
$490M +$14.3M +3% 2% 52.8% 137 13.87%
AAM
3680
AR Asset Management
California
$490M +$15.1M +3% 3.27% 64.9% 116 5.17%
WC
3681
Westwind Capital
New Mexico
$489M +$10.7M +2% 1.53% 78.1% 50 40%
FWM
3682
Fonville Wealth Management
Virginia
$489M +$44.6M +10% 1.95% 131 6.11%
SW
3683
Solidarity Wealth
Utah
$489M +$24M +5% 4.19% 73.4% 89 21.35%
PCM
3684
Poehling Capital Management
Wisconsin
$489M +$13M +3% 3.52% 70.9% 145 8.97%
MWAM
3685
Manhattan West Asset Management
California
$489M +$15.2M +3% 2% 65.6% 148 10.14%
GFWA
3686
Grey Fox Wealth Advisors
Delaware
$489M -$2.01M -0.4% 1.42% 41.9% 656 79.57%
OCM
3687
Olstein Capital Management
New York
$488M -$42M -8% 3.65% 16.6% 105 5.71%
OCM
3688
Once Capital Management
New York
$487M +$36.5M +8% 10.9% 570% 30 30%
CBTWT
3689
Community Bank & Trust (Waco, Texas)
Texas
$487M +$2.43M +0.5% 3.7% 108% 158 8.86%
JRPIM
3690
Journey Retirement Planning & Investment Management
Idaho
$487M 2.16% 248
M1FG
3691
Mach-1 Financial Group
Arkansas
$487M -$140M -22% 2.82% 83.4% 475 85.89%
SLC
3692
Second Line Capital
Louisiana
$487M +$3.49M +0.7% 0.41% 177 15.82%
MP
3693
Moment Partners
California
$486M -$79.4M -14% 2.06% 128 25.78%
SCM
3694
Stordahl Capital Management
Colorado
$486M +$9.71M +2% 2.31% 50.1% 64 3.13%
SFO
3695
Stenger Family Office
Illinois
$484M -$3.63M -0.7% 2.24% 114 17.54%
SDWIA
3696
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$484M +$12.4M +3% 3.93% 74% 173 8.09%
SCM
3697
Scopia Capital Management
New York
$484M -$311M -39% 2.76% 58.7% 38 42.11%
PM
3698
Prosight Management
Texas
$484M +$55.1M +13% 4.78% 39.5% 53 49.06%
WCMN
3699
Westchester Capital Management (Nebraska)
Nebraska
$484M +$18.6M +4% 5.14% 107% 43 0%
NQWM
3700
Northwest Quadrant Wealth Management
Oregon
$484M +$10M +2% 1.66% 45.6% 74 4.05%