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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
MAWA
3701
Moss Adams Wealth Advisors
Washington
$293M -$13.4M -4% 4.27% 71.9% 175 21.71%
WFM
3702
Wolff Financial Management
Michigan
$293M +$178M +155% 3.75% 52.8% 97 64.95%
VAS
3703
Valicenti Advisory Services
New York
$293M -$22.5M -7% 4.17% 119% 82 14.63%
RMC
3704
Regis Management Company
California
$293M -$13M -4% 3.92% 5.33% 42 4.76%
PFA
3705
Pathway Financial Advisors
Vermont
$293M -$14.1M -5% 2.97% 48.4% 143 11.19%
FCM
3706
Firestone Capital Management
Florida
$292M -$14.9M -5% 3.77% 43.3% 131 4.58%
FCP
3707
Fidelis Capital Partners
Florida
$292M +$18.3M +7% 2.03% 98.3% 298 17.45%
FWSM
3708
First Wilshire Securities Management
California
$292M +$621K +0.2% 7.94% 107% 91 12.09%
TCM
3709
Tradewinds Capital Management
Washington
$292M -$29M -9% 3.58% 85.2% 531 13.75%
MVG
3710
Madrona Venture Group
Washington
$292M +$17.3M +6% 10.2% 233% 6 16.67%
FVCM
3711
F&V Capital Management
Florida
$292M -$17.8M -6% 2.85% 107% 51 0%
PC
3712
PhiloSmith Capital
Connecticut
$291M +$485K +0.2% 3.57% 54% 24 0%
CWAG
3713
Compton Wealth Advisory Group
Virginia
$291M -$8.49M -3% 4.17% 67.6% 93 6.45%
CCM
3714
Corsair Capital Management
New York
$291M -$2.43M -0.8% 1.85% 368% 120 32.5%
CC
3715
Carrhae Capital
United Kingdom
$291M +$64.4M +28% 1.79% 159% 21 61.9%
VC
3716
Vision Capital
Ontario, Canada
$291M +$30.1M +12% 9.18% 12.9% 12 75%
FMC
3717
FTV Management Company
California
$291M -$80.3M -22% 20.1% 30.5% 2 50%
AFG
3718
American Financial Group
Ohio
$291M -$32.7M -10% 0.2% 32.3% 91 7.69%
SEP
3719
Southland Equity Partners
Missouri
$291M -$5.51M -2% 2.95% 58.6% 192 9.9%
CAS
3720
Coppell Advisory Solutions
Texas
$291M -$63M -18% 4.03% 1,609 36.3%
VPP
3721
Vertex Planning Partners
Illinois
$291M -$3.07M -1% 3.07% 42.5% 144 12.5%
BCA
3722
Bernzott Capital Advisors
California
$290M -$173M -37% 3.51% 46.6% 55 25.45%
BCG
3723
Breakwater Capital Group
New Jersey
$290M +$16.6M +6% 3.66% 60.8% 229 18.34%
MIM
3724
Montgomery Investment Management
Maryland
$290M -$7.47M -3% 0.56% 98.4% 93 9.68%
ALAM
3725
Asahi Life Asset Management
Japan
$290M -$13.7M -5% 1.79% 98.6% 244 48.77%