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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
PAMI
3851
Perseverance Asset Management International
Cayman Islands
$397M -$368M -48% 5.64% 68.4% 22 59.09%
BFIC
3852
Bedell Frazier Investment Counselling
California
$397M +$4.42M +1% 8.3% 72.5% 117 18.8%
MCA
3853
Magnolia Capital Advisors
Mississippi
$397M +$29.1M +8% 8.92% 64.9% 245 9.39%
WMWM
3854
Whitaker-Myers Wealth Managers
Ohio
$397M +$40.4M +11% 9.95% 69.5% 122 18.03%
GSIAS
3855
Garden State Investment Advisory Services
New Jersey
$397M +$84.2M +27% 14.4% 71.5% 339 26.25%
AC
3856
Almitas Capital
California
$396M +$95M +32% 17.9% 85.9% 101 38.61%
P
3857
Paradiem
Louisiana
$396M +$33.6M +9% 8.7% 107% 60 25%
BWM
3858
BigSur Wealth Management
Florida
$396M +$27M +7% 9.82% 83.1% 160 8.75%
DC
3859
Decheng Capital
California
$396M +$39.5M +11% 23.5% 28 14.29%
WCM
3860
Winthrop Capital Management
Indiana
$396M +$32.1M +9% 7.38% 361 10.8%
BI
3861
Bulldog Investors
New Jersey
$396M +$26M +7% 3.92% 20.9% 203 45.81%
SB
3862
Sunflower Bank
Texas
$395M +$38.7M +11% 6.66% 42.7% 143 14.69%
CWAG
3863
Compton Wealth Advisory Group
Virginia
$395M +$34.9M +10% 9.67% 67.6% 83 4.82%
LWM
3864
Long Walk Management
Connecticut
$395M +$86.4M +28% 38.8% 261% 13 46.15%
SA
3865
Stewardship Advisors
Pennsylvania
$395M +$25M +7% 7.12% 42.6% 160 14.38%
OCMH
3866
Oxbow Capital Management (HK)
Hong Kong
$395M +$76.5M +24% 45.2% 1,497% 14 50%
FWM
3867
Fonville Wealth Management
Virginia
$395M +$55.5M +16% 7.43% 129 12.4%
SHWM
3868
Smith & Howard Wealth Management
Georgia
$395M +$27.9M +8% 6.2% 33.6% 85 9.41%
WAS
3869
Wealth Advisory Solutions
Indiana
$395M +$16.9M +4% 5.88% 55.5% 151 17.22%
HIP
3870
Harrell Investment Partners
Texas
$395M +$57.4M +17% 16.3% 105% 140 42.14%
EPAM
3871
Evelyn Partners Asset Management
$395M +$35.6M +10% 10.3% 250 6%
CIP
3872
Convergence Investment Partners
Florida
$394M +$33.2M +9% 18.1% 199% 291 38.49%
WCM
3873
WealthBridge Capital Management
Ohio
$394M +$40.5M +11% 9.87% 82.1% 220 13.18%
BCP
3874
Berkeley Capital Partners
Georgia
$394M +$30.6M +8% 6.49% 49.3% 188 17.02%
BAG
3875
Bridgewealth Advisory Group
California
$394M +$318M +418% 5.16% 39.1% 125 60%