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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
SDWIA
3751
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$295M -$8.33M -3% 2.51% 74% 144 6.25%
KIC
3752
Keating Investment Counselors
Florida
$295M +$18.3M +7% 1.05% 43.7% 84 8.33%
MJP
3753
Michael J. Puzo
$295M -$21.1M -7% 3.31% 90.3% 80 7.5%
AWM
3754
Adams Wealth Management
Utah
$295M -$25.5M -8% 3.38% 105% 109 22.02%
KAH
3755
Kathryn A. Hall
$295M -$12.2M -4% 0.99% 95.2% 52 7.69%
WCAMG
3756
Woodard & Company Asset Management Group
North Carolina
$295M -$6.78M -2% 3.08% 84.8% 102 15.69%
HP
3757
Harbourvest Partners
Massachusetts
$295M -$57.6M -16% 7.76% 8.96% 63 12.7%
SPC
3758
Stony Point Capital
New York
$294M -$13.8M -4% 2.89% 208% 33 39.39%
PCFFS
3759
Pacific Center for Financial Services
California
$294M -$9.7M -3% 3.46% 54.7% 423 5.44%
CF
3760
Corrigan Financial
Rhode Island
$294M -$24.4M -8% 3.08% 9.54% 79 53.16%
ACM
3761
Ararat Capital Management
Connecticut
$294M -$5.68M -2% 6.49% 99.2% 21 28.57%
RWM
3762
Raffa Wealth Management
District of Columbia
$294M +$862K +0.3% 3.51% 35.8% 1,081 2.59%
SC
3763
Searle & Co
Connecticut
$294M -$29M -9% 3.86% 93.8% 152 5.92%
UCMOK
3764
United Capital Management of KS
Kansas
$294M -$18.4M -6% 0.5% 272% 81 12.35%
LFM
3765
Lumina Fund Management
New York
$294M +$59.9M +26% 3.82% 28.1% 76 30.26%
RSS
3766
Rosenblum Silverman Sutton
California
$294M -$9.37M -3% 1.55% 90.1% 72 5.56%
ECA
3767
Elevated Capital Advisors
Utah
$294M -$6.94M -2% 2.84% 46% 186 13.98%
HIP
3768
Harrell Investment Partners
Texas
$294M -$1.35M -0.5% 2.4% 105% 102 5.88%
BC
3769
Bruce & Co
Illinois
$293M -$63.1M -18% 5.29% 94.5% 39 7.69%
AR
3770
Apeiron RIA
Texas
$293M +$1.11M +0.4% 2.35% 63.7% 198 8.08%
FG
3771
Formula Growth
Quebec, Canada
$293M -$21M -7% 8.07% 118% 160 30.63%
MAWA
3772
Moss Adams Wealth Advisors
Washington
$293M -$13.4M -4% 4.27% 71.9% 175 21.71%
WFM
3773
Wolff Financial Management
Michigan
$293M +$178M +155% 3.75% 52.8% 97 64.95%
VAS
3774
Valicenti Advisory Services
New York
$293M -$22.5M -7% 4.17% 119% 82 14.63%
RMC
3775
Regis Management Company
California
$293M -$13M -4% 3.92% 5.33% 42 4.76%