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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
SWM
3801
Shakespeare Wealth Management
Wisconsin
$346M +$1.35M +0.4% 0.51% 49.6% 94 12.77%
IWM
3802
Integris Wealth Management
California
$346M -$15.6M -4% 0.82% 56.1% 97 6.19%
PFU
3803
Parus Finance (UK)
United Kingdom
$346M +$80.3M +30% 8.63% 199% 36 5.56%
HW
3804
Hedeker Wealth
Illinois
$345M -$2.19M -0.6% 3.39% 120% 97 20.62%
HCM
3805
Horrell Capital Management
Arkansas
$345M -$16.3M -5% 4.37% 55.1% 238 10.5%
RIP
3806
RAM Investment Partners
Washington
$345M +$26.5M +8% 2.47% 53.4% 94 18.09%
WA
3807
Wambolt & Associates
Colorado
$344M +$9.99M +3% 3.23% 62.2% 223 10.76%
CSIA
3808
Conrad Siegel Investment Advisors
Pennsylvania
$344M +$2.29M +0.7% 0.96% 58.4% 42 11.9%
GH
3809
Geisinger Health
Pennsylvania
$344M -$14.7M -4% 1.24% 6 33.33%
HIP
3810
Harrell Investment Partners
Texas
$344M +$6.57M +2% 3.79% 105% 94 7.45%
FVCM
3811
F&V Capital Management
Florida
$343M +$3.52M +1% 0.34% 107% 60 20%
PWM
3812
Paulson Wealth Management
Illinois
$343M +$2.63M +0.8% 2.21% 47.2% 146 4.79%
AIC
3813
Archer Investment Corporation
Indiana
$343M +$9.9M +3% 1.34% 55% 1,176 14.63%
WWP
3814
Waypoint Wealth Partners
California
$342M -$9.15M -3% 0.76% 52.1% 77 24.68%
CIP
3815
Convergence Investment Partners
Florida
$342M +$81.1M +31% 5.94% 199% 303 39.6%
SGCM
3816
Sand Grove Capital Management
United Kingdom
$342M -$95.1M -22% 2.41% 411% 33 72.73%
KMWM
3817
Keudell/Morrison Wealth Management
Oregon
$342M +$11.4M +3% 2.53% 217 11.06%
FC
3818
Financial Consulate
Maryland
$341M +$2.77M +0.8% 0.53% 53.3% 42 21.43%
VP
3819
Vitruvian Partners
United Kingdom
$341M +$25.3M +8% 13.9% 35.8% 8 0%
AWAU
3820
Alliance Wealth Advisors (Utah)
Utah
$341M +$5.33M +2% 0.38% 63.3% 247 15.38%
AMG
3821
Ace Management Global
Brazil
$340M +$69.9M +26% 2.26% 9 44.44%
MWM
3822
Marion Wealth Management
Pennsylvania
$340M +$5.47M +2% 0.66% 46% 123 4.88%
WPIC
3823
White Pine Investment Company
Michigan
$340M +$1.71M +0.5% 0.89% 66.3% 68 14.71%
MCM
3824
Monarch Capital Management
Indiana
$340M -$14M -4% 1.75% 65% 118 5.08%
SC
3825
Stempoint Capital
New York
$340M -$38.1M -10% 9.68% 79 67.09%