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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 Avg Holding
Period (Yrs)
FVCM
3876
F&V Capital Management
Florida
$343M +$3.52M +1% 0.34% 123% 60 20% 5
Paulson Wealth Management
3877
Paulson Wealth Management
Illinois
$343M +$2.63M +0.8% 2.21% 57.1% 146 4.79% 2.7
Archer Investment Corporation
3878
Archer Investment Corporation
Indiana
$343M +$9.9M +3% 1.34% 68.2% 1,176 14.54% 2.5
Waypoint Wealth Partners
3879
Waypoint Wealth Partners
California
$342M -$9.15M -3% 0.76% 52.1% 77 24.68% 2.1
Convergence Investment Partners
3880
Convergence Investment Partners
Florida
$342M +$81.1M +31% 5.94% 304% 303 39.6% 2.8
Sand Grove Capital Management
3881
Sand Grove Capital Management
United Kingdom
$342M -$95.1M -22% 2.41% 410% 33 72.73% 0.2
KMWM
3882
Keudell/Morrison Wealth Management
Oregon
$342M +$11.4M +3% 2.53% – 217 11.06% 3.2
Financial Consulate
3883
Financial Consulate
Maryland
$341M +$2.77M +0.8% 0.53% 61.4% 42 21.43% 4.8
Vitruvian Partners
3884
Vitruvian Partners
United Kingdom
$341M +$25.3M +8% 13.9% 96.9% 8 0% 2.5
Alliance Wealth Advisors (Utah)
3885
Alliance Wealth Advisors (Utah)
Utah
$341M +$5.33M +2% 0.38% 70.7% 247 15.38% 1.2
AMG
3886
Ace Management Global
Brazil
$340M +$69.9M +26% 2.26% – 9 44.44% 0.1
Marion Wealth Management
3887
Marion Wealth Management
Pennsylvania
$340M +$5.47M +2% 0.66% 51.7% 123 4.88% 1.8
NWAM LLC
3888
NWAM LLC
Washington
$340M -$898M -73% 8.31% 112% 568 75.35% 3.1
White Pine Investment Company
3889
White Pine Investment Company
Michigan
$340M +$1.71M +0.5% 0.89% 73.3% 68 14.71% 4.9
Monarch Capital Management
3890
Monarch Capital Management
Indiana
$340M -$14M -4% 1.75% 77% 118 5.08% 8
Stempoint Capital
3891
Stempoint Capital
New York
$340M -$38.1M -10% 9.68% – 79 67.09% 0.3
EGA
3892
E&G Advisors
Texas
$340M +$21.5M +7% 3.82% 97.7% 211 6.64% 2.3
Collective Family Office
3893
Collective Family Office
Pennsylvania
$340M +$31.8M +10% 0.22% 52.5% 184 10.33% 2.2
Monument Capital Management
3894
Monument Capital Management
Virginia
$340M -$7.07M -2% 1.69% 170% 202 19.31% 2
Fairfield Financial Advisors
3895
Fairfield Financial Advisors
Massachusetts
$340M – – 3.37% – 290 – 1.8
Pensionfund Sabic
3896
Pensionfund Sabic
Netherlands
$340M +$2.34M +0.7% 2.12% 63.6% 193 1.04% 4.6
Rappaport Reiches Capital Management
3897
Rappaport Reiches Capital Management
Illinois
$339M +$19.8M +6% 3.51% 17.6% 111 18.02% 1.9
Tradewinds Capital Management
3898
Tradewinds Capital Management
Washington
$339M -$22.8M -6% 0.27% 96.9% 630 17.78% 4.1
Buck Wealth Strategies
3899
Buck Wealth Strategies
Colorado
$339M +$47.7M +16% 1.78% 48.4% 113 70.8% 0.6
Pinnacle Bancorp
3900
Pinnacle Bancorp
Nebraska
$339M +$552K +0.2% 0.61% 72.9% 865 7.05% 4.1