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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
CPWM
3801
Cypress Point Wealth Management
Texas
$411M +$95.5M +30% 30.6% 226% 81 18.52%
WI
3802
WrapManager Inc
California
$410M +$30M +8% 8.96% 64.6% 228 14.04%
JHCM
3803
Juniper Hill Capital Management
California
$410M +$9.1M +2% 8% 33.6% 4 0%
HI
3804
Humankind Investments
New York
$410M +$25.1M +7% 6.86% 62.5% 164 19.51%
ACM
3805
Alight Capital Management
New York
$410M +$194M +90% 31.6% 466% 79 67.09%
PM
3806
Prosight Management
Texas
$410M +$106M +35% 6.36% 39.5% 47 36.17%
WAS
3807
Winch Advisory Services
Wisconsin
$410M +$31.3M +8% 10.4% 80.8% 519 5.01%
WCM
3808
Weaver Capital Management
Georgia
$410M +$31.6M +8% 10.8% 193 5.7%
NFW
3809
Noble Family Wealth
Florida
$409M +$46M +13% 7.1% 56.1% 71 15.49%
SRL
3810
Scientech Research LLC
New Jersey
$409M +$31.4M +8% 22.7% 917 78.63%
GFG
3811
GR Financial Group
Arizona
$409M -$240M -37% 9.48% 66.6% 28 35.71%
AIA
3812
AssuredPartners Investment Advisors
Florida
$409M -$109M -21% 12% 340 33.82%
FFG
3813
Frisch Financial Group
New York
$409M +$52.3M +15% 6.62% 66.6% 148 16.22%
GWM
3814
GSB Wealth Management
Connecticut
$408M +$27.9M +7% 6.93% 61.8% 246 10.16%
SCA
3815
Stokes Capital Advisors
South Carolina
$408M +$15.1M +4% 7.14% 54.5% 75 13.33%
DA
3816
Drake & Associates
Wisconsin
$408M +$52.4M +15% 6.55% 47.9% 103 24.27%
WCP
3817
Waterfront Capital Partners
New York
$408M -$176M -30% 3.33% 88.3% 45 53.33%
PWP
3818
Precedent Wealth Partners
Texas
$408M +$48M +13% 6.53% 179 17.88%
ICVCFIA
3819
IDG China Venture Capital Fund IV Associates
Hong Kong
$408M +$4.95M +1% 8.06% 59.2% 4 0%
LT
3820
Legacy Trust
Michigan
$408M -$7.17M -2% 11.6% 95% 163 14.11%
GF
3821
Genworth Financial
Virginia
$408M +$34.8M +9% 9.41% 64% 2 0%
SL
3822
Sentinus LLC
Illinois
$408M +$51.1M +14% 8.18% 227 20.7%
PBF
3823
Petix & Botte Financial
California
$408M +$27.8M +7% 6.27% 47.5% 132 6.82%
LCI
3824
L1 Capital International
Australia
$408M +$44.1M +12% 13.8% 20 10%
3CP
3825
3G Capital Partners
New York
$407M +$59.2M +17% 19.2% 351% 16 31.25%