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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
ISWM
3876
Intesa Sanpaolo Wealth Management
$500M +$89.9M +22% 13.4% 336 20.83%
FNBOMD
3877
First National Bank of Mount Dora
Florida
$499M +$36.6M +8% 13.6% 84.5% 129 4.65%
TPWM
3878
Twelve Points Wealth Management
Massachusetts
$499M +$44.5M +10% 8.47% 50.7% 219 11.42%
BRCM
3879
Bright Rock Capital Management
Massachusetts
$499M -$6.86M -1% 2.89% 41.8% 79 12.66%
MA
3880
Mezzasalma Advisors
New Jersey
$498M +$107M +27% 31.6% 194% 180 18.89%
TGV
3881
TRV GP V
Massachusetts
$498M +$97.2M +24% 33.9% 3 0%
GWM
3882
GSB Wealth Management
Connecticut
$498M +$54.7M +12% 16% 61.8% 255 9.41%
CMAI
3883
Capital Management Associates Inc
Minnesota
$498M +$55.2M +12% 14.4% 167 17.96%
CWAF
3884
Core Wealth Advisors (Florida)
Florida
$497M +$78.5M +19% 12.8% 59.7% 129 13.95%
RMAM
3885
Raab & Moskowitz Asset Management
New Jersey
$497M +$47.6M +11% 12.8% 75% 203 10.34%
AFCM
3886
Alta Fox Capital Management
Texas
$497M +$119M +32% 17.5% 261% 17 58.82%
MCM
3887
Monument Capital Management
Virginia
$497M +$98.1M +25% 25.1% 160% 283 30.74%
CMP
3888
Coston McIsaac & Partners
Maine
$497M +$53.9M +12% 5.54% 34.3% 1,004 12.55%
PBF
3889
Petix & Botte Financial
California
$497M +$48M +11% 11.8% 47.5% 145 7.59%
ACA
3890
Ackerman Capital Advisors
Texas
$497M +$8.24M +2% 8.35% 40.4% 122 7.38%
NL
3891
NVWM LLC
Pennsylvania
$496M +$47.1M +10% 20.9% 107% 803 10.96%
BAM
3892
Bayview Asset Management
Florida
$496M +$236M +91% 8.41% 55.4% 86 52.33%
EC
3893
Edenbrook Capital
New York
$496M +$175M +55% 38.4% 267% 22 59.09%
PFMOSF
3894
Philadelphia Financial Management of San Francisco
California
$496M +$150M +43% 23.3% 209% 75 82.67%
SCM
3895
Segra Capital Management
Florida
$496M +$248M +100% 24.7% 37.2% 16 62.5%
BF
3896
Blankinship & Foster
California
$495M +$43.2M +10% 13.1% 60.4% 81 9.88%
CWAG
3897
Compton Wealth Advisory Group
Virginia
$495M +$46.4M +10% 13% 67.6% 85 2.35%
IWM
3898
Integris Wealth Management
California
$495M +$60.1M +14% 12.5% 56.1% 134 9.7%
FPW
3899
Fairvoy Private Wealth
Alabama
$495M +$75.8M +18% 20.1% 231 26.41%
ATI
3900
Act Two Investors
California
$495M +$41.6M +9% 8.58% 53% 38 7.89%