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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
CWA
4051
Canvas Wealth Advisors
Kansas
$239M +$4.32M +2% 5.08% 115% 154 25.32%
ASW
4052
Astoria Strategic Wealth
Texas
$239M +$20M +9% 5.44% 42.1% 33 9.09%
IP
4053
Ignite Planners
California
$239M +$114M +91% 7.62% 73.8% 257 38.13%
MAM
4054
MPM Asset Management
Massachusetts
$239M -$23.5M -9% 4.92% 5.89% 9 0%
KC
4055
Kize Capital
New York
$239M +$22.5M +10% 13.8% 34.7% 8 37.5%
IMA
4056
Investment Management Associates
Colorado
$239M +$26.2M +12% 8.05% 51.6% 45 11.11%
BWM
4057
BCS Wealth Management
Tennessee
$239M +$26.4M +12% 7.01% 46.7% 197 12.69%
HNW
4058
High Note Wealth
Minnesota
$239M -$11.5M -5% 7.6% 73% 100 12%
HCM
4059
Harvey Capital Management
Florida
$239M +$7.89M +3% 4.74% 147% 82 10.98%
CPG
4060
Cornerstone Planning Group
New Jersey
$239M 6.65% 55.1% 1,561
LWA
4061
LWS Wealth Advisors
New Jersey
$239M -$22.5M -9% 7.63% 8.87% 61 9.84%
KJWM
4062
Kiley Juergens Wealth Management
Washington
$239M +$26M +12% 7.23% 106% 74 9.46%
FCCPG
4063
FountainVest China Capital Partners GP3
Cayman Islands
$239M +$88.3M +59% 58.8% 121% 1 0%
DA
4064
Denali Advisors
California
$239M +$27M +13% 13.2% 106% 465 33.98%
ST
4065
Somerset Trust
Pennsylvania
$238M +$23.7M +11% 12.1% 69.7% 153 9.8%
CFG
4066
Compton Financial Group
Maryland
$238M +$21M +10% 6.35% 37.7% 36 16.67%
SIA
4067
Sovereign Investment Advisors
Arizona
$238M +$14.9M +7% 5.59% 43.7% 33 6.06%
PPW
4068
Presilium Private Wealth
Pennsylvania
$238M 7.32% 41.7% 48
BBNB
4069
Baker Boyer National Bank
Washington
$238M +$12.9M +6% 8.33% 44.7% 81 4.94%
MVM
4070
Medicxi Ventures Management
Jersey
$238M -$2.1M -0.9% 16% 505% 6 16.67%
ACM
4071
Athyrium Capital Management
New York
$238M -$29.1M -11% 4.37% 25.1% 11 0%
EPP
4072
ETF Portfolio Partners
Kansas
$238M +$11.5M +5% 5.62% 44.3% 51 7.84%
JWM
4073
Jeppson Wealth Management
California
$238M +$17.2M +8% 9.93% 91.6% 215 14.42%
SCM
4074
Stonepine Capital Management
Oregon
$238M +$15.3M +7% 17.7% 231% 25 48%
CSUI
4075
Cincinnati Specialty Underwriters Insurance
Ohio
$238M +$20M +9% 10.5% 115% 39 5.13%