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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
RCP
3851
Reverence Capital Partners
New York
$453M +$37.4M +9% 9% 5.38% 1 0%
BAG
3852
Bridgewealth Advisory Group
California
$453M +$21.5M +5% 1.35% 39.1% 139 15.83%
SWM
3853
Shakespeare Wealth Management
Wisconsin
$453M +$13.1M +3% 1.78% 49.6% 108 7.41%
NC
3854
Nitorum Capital
New York
$452M -$117M -21% 1.75% 87.1% 28 14.29%
CMAI
3855
Capital Management Associates Inc
Minnesota
$452M +$82.3M +22% 4.22% 164 19.51%
WAS
3856
Winch Advisory Services
Wisconsin
$452M +$7.68M +2% 2.1% 80.8% 532 5.45%
AWM
3857
Aries Wealth Management
Maine
$452M +$29M +7% 3.04% 75% 242 8.26%
RS
3858
Retirement Solution
Washington
$451M +$32.2M +8% 2.25% 65.2% 60 20%
SCA
3859
Scott Capital Advisors
Oregon
$451M +$9.61M +2% 0.99% 46.4% 54 5.56%
BHWA
3860
Beacon Harbor Wealth Advisors
Virginia
$451M +$23.1M +5% 8.13% 143% 86 37.21%
WFPG
3861
Waller Financial Planning Group
Ohio
$450M +$14.5M +3% 1.64% 40.9% 78 12.82%
IA
3862
IAM Advisory
Pennsylvania
$450M +$5.33M +1% 2.5% 74.5% 115 20.87%
MWM
3863
Marion Wealth Management
Pennsylvania
$450M +$28.3M +7% 1.21% 46% 146 8.22%
WWM
3864
Wiser Wealth Management
Georgia
$450M +$12.4M +3% 1.31% 46.7% 57 8.77%
CCT
3865
Capital City Trust
Florida
$450M +$40.9M +10% 1.57% 86.1% 118 9.32%
APC
3866
Aspire Private Capital
North Carolina
$450M -$5.4M -1% 1.87% 49.6% 184 13.59%
LWM
3867
Long Walk Management
Connecticut
$449M -$45.3M -9% 9.25% 302% 10 10%
SWM
3868
Silverlake Wealth Management
Vermont
$449M +$37.4M +9% 2.07% 64.5% 377 13.53%
BIA
3869
Barry Investment Advisors
Massachusetts
$449M +$14.5M +3% 3.94% 57.9% 112 13.39%
TCMP
3870
Thrive Capital Management (Pennsylvania)
Pennsylvania
$449M +$61.3M +16% 1.47% 58.2% 186 14.52%
BI
3871
Bulldog Investors
New Jersey
$449M +$16.9M +4% 0.88% 22.5% 258 37.98%
GAMA
3872
Graticule Asia Macro Advisors
New York
$449M +$11M +3% 2.52% 2 0%
RBCM
3873
Raub Brock Capital Management
California
$449M -$15.8M -3% 1.57% 56.3% 40 2.5%
PT
3874
Plimoth Trust
Massachusetts
$449M +$7.22M +2% 4.52% 94% 173 3.47%
KHCM
3875
Kettle Hill Capital Management
New York
$448M +$3.88M +0.9% 1.33% 37.4% 62 79.03%