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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
NL
3751
NVWM LLC
Pennsylvania
$445M +$30.4M +7% 8.21% 107% 724 11.74%
AR
3752
Apeiron RIA
Texas
$445M +$56.2M +14% 7.16% 63.7% 228 18.42%
KHCM
3753
Kettle Hill Capital Management
New York
$444M +$12.4M +3% 8.91% 24% 52 51.92%
FWM
3754
Fonville Wealth Management
Virginia
$444M +$49.6M +13% 6.26% 131 9.16%
WAS
3755
Winch Advisory Services
Wisconsin
$444M +$34.9M +9% 7.5% 72.5% 527 5.31%
ESB
3756
Essex Savings Bank
Connecticut
$444M +$24.4M +6% 7.94% 84.5% 321 7.17%
BWM
3757
BCS Wealth Management
Tennessee
$444M -$20.8M -4% 5.5% 46.7% 270 11.48%
WWG
3758
West Wealth Group
California
$444M +$41.4M +10% 8.41% 56.6% 127 15.75%
KCM
3759
Kendall Capital Management
Maryland
$444M +$65.4M +17% 10% 84.4% 237 7.17%
IPW
3760
Inlet Private Wealth
Florida
$443M +$36.2M +9% 10.7% 77.6% 137 10.22%
AIC
3761
Archer Investment Corporation
Indiana
$443M +$23.6M +6% 6.28% 55% 1,254 9.57%
EPAM
3762
Evelyn Partners Asset Management
$443M +$48.4M +12% 7.19% 287 19.86%
MAM
3763
Mystic Asset Management
Rhode Island
$443M +$29.3M +7% 9.38% 86.7% 226 3.1%
BTWM
3764
Baker Tilly Wealth Management
Wisconsin
$443M +$163M +58% 7.93% 83.6% 281 18.86%
SAM
3765
Standpoint Asset Management
Arizona
$442M -$46.6M -10% 7.23% 63.2% 8 0%
GWM
3766
Gibbs Wealth Management
Georgia
$442M -$77.1M -15% 6.96% 386 19.95%
GCM
3767
Goldstream Capital Management
Hong Kong
$442M +$140M +46% 13.9% 403% 57 15.79%
SCA
3768
Scott Capital Advisors
Oregon
$442M +$72.6M +20% 5.36% 46.4% 54 9.26%
TSWM
3769
Triangle Securities Wealth Management
North Carolina
$442M +$35.4M +9% 7.64% 80% 207 4.35%
PT
3770
Plimoth Trust
Massachusetts
$442M +$24.6M +6% 7.79% 94% 168 2.38%
GWM
3771
GSB Wealth Management
Connecticut
$441M +$32.9M +8% 6.54% 61.8% 249 7.63%
CAG
3772
Curtis Advisory Group
California
$441M +$43.1M +11% 7.97% 67.6% 110 7.27%
AMCI
3773
Al Mehwar Commercial Investments
United Arab Emirates
$441M -$172M -28% 28% 1 0%
SC
3774
Solstein Capital
California
$441M +$246M +126% 11.9% 83.6% 520 18.65%
WEG
3775
World Equity Group
Illinois
$441M +$74M +20% 10.1% 99% 377 23.87%