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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
AWMG
3901
Alliance Wealth Management Group
New Jersey
$341M +$20.3M +6% 4.52% 80 6.25%
PWM
3902
Paulson Wealth Management
Illinois
$340M +$28M +9% 6.07% 57.1% 146 10.27%
MP
3903
Marcho Partners
United Kingdom
$340M +$47.8M +16% 3.16% 115% 9 11.11%
DFG
3904
Delta Financial Group
New Jersey
$340M +$21.8M +7% 5.99% 242 10.74%
DA
3905
Denali Advisors
California
$340M +$12.3M +4% 6.28% 106% 514 24.71%
BWP
3906
Balboa Wealth Partners
Arizona
$340M +$38.7M +13% 19% 197% 325 24%
TI
3907
tru Independence
Oregon
$340M +$10.1M +3% 6.01% 55.7% 116 14.66%
FVCM
3908
F&V Capital Management
Florida
$339M +$27.9M +9% 10.5% 107% 59 11.86%
WPIC
3909
White Pine Investment Company
Michigan
$339M +$28.8M +9% 9.25% 66.3% 63 4.76%
WDG
3910
Wealth Dimensions Group
Ohio
$339M +$22.8M +7% 6.99% 57.1% 145 8.28%
SCM
3911
Steadview Capital Management
United Kingdom
$338M +$46.7M +16% 27.9% 930% 8 12.5%
FC
3912
Financial Consulate
Maryland
$338M +$34.3M +11% 7.33% 53.3% 42 19.05%
PB
3913
Pinnacle Bancorp
Nebraska
$338M +$32.6M +11% 10.5% 68.3% 844 8.53%
OMC
3914
Oasis Management Company
Cayman Islands
$338M -$205M -38% 1.88% 368% 88 64.77%
VM
3915
Venator Management
Pennsylvania
$338M +$35.1M +12% 15.7% 101% 31 9.68%
HIP
3916
Harrell Investment Partners
Texas
$337M +$15.9M +5% 12.4% 105% 98 12.24%
PS
3917
Pensionfund Sabic
Netherlands
$337M +$19.9M +6% 5.74% 67.7% 196 3.57%
RFP
3918
Root Financial Partners
California
$337M +$71M +27% 6.33% 57% 103 27.18%
RPA
3919
Rock Point Advisors
Vermont
$337M +$6.92M +2% 2.89% 82.8% 111 13.51%
AWG
3920
Alpha Wave Global
New York
$336M +$129M +62% 9.9% 226% 32 34.38%
HGERS
3921
Householder Group Estate & Retirement Specialist
Arizona
$336M +$32M +11% 9.35% 1,332 8.86%
TC
3922
Tenere Capital
New York
$336M +$29.9M +10% 11.8% 131% 32 50%
SCM
3923
Sio Capital Management
New York
$336M -$103M -24% 25.7% 564% 65 55.38%
RWM
3924
Raffa Wealth Management
District of Columbia
$336M +$6.44M +2% 4.77% 35.8% 1,148 9.41%
CIM
3925
CIM Investment Management
Pennsylvania
$336M +$25.3M +8% 10.8% 88.6% 299 8.7%