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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
BWM
3776
BigSur Wealth Management
Florida
$369M +$19.2M +5% 0.43% 83.1% 160 10%
PPC
3777
Park Place Capital
Alabama
$369M +$11.7M +3% 1.44% 49.6% 885 15.71%
DCM
3778
Davidson Capital Management
Texas
$369M -$11.2M -3% 3.35% 79.2% 96 27.08%
TPWM
3779
Twelve Points Wealth Management
Massachusetts
$369M +$20.7M +6% 1.1% 42.6% 186 10.75%
AWM
3780
Aries Wealth Management
Maine
$368M +$5.07M +1% 0.33% 75% 237 10.55%
SWMG
3781
Sanchez Wealth Management Group
Florida
$368M +$2.18M +0.6% 3.45% 56.9% 50 10%
MCA
3782
Magnolia Capital Advisors
Mississippi
$368M -$18.4M -5% 1.45% 64.9% 239 9.21%
LI
3783
Louisbourg Investments
New Brunswick, Canada
$368M -$13M -3% 1.37% 185 11.89%
SIAG
3784
Safeguard Investment Advisory Group
California
$368M +$3.43M +0.9% 4.35% 62.9% 143 19.58%
VIA
3785
Virtus Investment Advisers
Connecticut
$368M +$240M +188% 1.68% 131% 710 91.69%
EGI
3786
EAM Global Investors
California
$367M -$190M -34% 18.3% 2,492% 163 76.69%
FCM
3787
Freshford Capital Management
New York
$367M +$16.6M +5% 8.17% 62.2% 21 42.86%
PCM
3788
PenderFund Capital Management
British Columbia, Canada
$367M -$98.3M -21% 34% 130% 177 42.94%
SHWM
3789
Smith & Howard Wealth Management
Georgia
$367M +$13.3M +4% 0.23% 33.6% 86 8.14%
RDFA
3790
Ritter Daniher Financial Advisory
Ohio
$367M +$12.4M +4% 1.73% 56.7% 330 12.12%
AA
3791
Addison Advisors
Vermont
$367M +$7.03M +2% 0.53% 42.3% 886 10.5%
NDSI
3792
Newman Dignan & Sheerar Inc
Rhode Island
$366M -$24M -6% 1.24% 73.5% 181 3.31%
AVA
3793
Atlas Venture Advisors
Massachusetts
$366M -$97.4M -21% 16.8% 29.2% 4 0%
GDP
3794
Great Diamond Partners
Maine
$366M -$20.8M -5% 2.09% 78.6% 200 18%
I
3795
InvesTrust
Oklahoma
$366M +$6.03M +2% 2.36% 94 3.19%
LF
3796
Lantz Financial
Illinois
$365M -$9.8M -3% 0.36% 67.1% 238 11.34%
PAS
3797
PKS Advisory Services
New York
$365M -$34.5M -9% 3.16% 273 20.15%
UIA
3798
UG Investment Advisers
Taiwan
$365M +$110M +43% 15.4% 172% 13 30.77%
CCT
3799
Capital City Trust
Florida
$365M -$35.8M -9% 1.19% 78% 121 9.92%
CWM
3800
Cordatus Wealth Management
Pennsylvania
$364M -$14.8M -4% 2.23% 96.3% 165 23.64%