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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
CAMV
4126
Concord Asset Management (Virginia)
Virginia
$244M +$96.1M +65% 3.68% 64.7% 117 54.7%
NC
4127
NovaPoint Capital
Georgia
$244M +$15.3M +7% 3.37% 88.2% 132 8.33%
KWM
4128
Kaydan Wealth Management
Michigan
$244M -$6.14M -2% 2.55% 57.8% 89 5.62%
AWM
4129
Aries Wealth Management
Maine
$244M +$11.9M +5% 5.71% 75% 200 8%
RCP
4130
Rothschild Capital Partners
New York
$244M +$7.55M +3% 9.54% 90.8% 32 12.5%
LWA
4131
LWS Wealth Advisors
New Jersey
$244M +$5.19M +2% 4.08% 8.87% 61 8.2%
BAM
4132
Baldrige Asset Management
Pennsylvania
$244M +$19.1M +8% 5.63% 43.5% 470 32.13%
QFA
4133
Quattro Financial Advisors
Texas
$244M -$6.7M -3% 8.67% 61.8% 90 18.89%
CA
4134
Cumberland Advisors
Florida
$244M +$12.9M +6% 6.84% 73.5% 64 17.19%
BI
4135
Ballast Inc
Kentucky
$244M +$15M +7% 4.24% 66% 112 6.25%
SCP
4136
Searchlight Capital Partners
New York
$244M -$46.9M -16% 9.34% 38.5% 5 0%
ATFA
4137
All Terrain Financial Advisors
Minnesota
$243M +$16.7M +7% 4.48% 71.1% 90 11.11%
IP
4138
Ignite Planners
California
$243M +$4.42M +2% 8.45% 73.8% 266 12.03%
TM
4139
Tikvah Management
North Carolina
$243M +$33.9M +16% 13.5% 169% 23 0%
BP
4140
Bandera Partners
New York
$243M +$31.8M +15% 13.7% 55.4% 17 17.65%
MAM
4141
McLean Asset Management
Virginia
$243M -$50.6M -17% 5.78% 64.3% 140 12.14%
SIM
4142
Sentry Investment Management
Wisconsin
$243M +$16.4M +7% 10.2% 103% 505 14.85%
LPC
4143
Lion Point Capital
New York
$243M -$460M -65% 10.4% 319% 39 41.03%
PBPIA
4144
Pivotal bioVenture Partners Investment Advisor
California
$243M +$12.9M +6% 23.3% 667% 11 9.09%
IMA
4145
Investment Management Associates
Colorado
$243M +$3.74M +2% 1.12% 51.6% 44 18.18%
HNW
4146
High Note Wealth
Minnesota
$243M +$3.8M +2% 5.8% 73% 99 11.11%
HCA
4147
Horan Capital Advisors
Ohio
$243M +$14.7M +6% 5.1% 26.6% 102 9.8%
CFO
4148
Collective Family Office
Pennsylvania
$243M +$20M +9% 3.47% 50.1% 185 17.84%
VM
4149
Venator Management
Pennsylvania
$242M +$22.6M +10% 17.5% 101% 33 24.24%
WA
4150
WP Advisors
California
$242M +$18.8M +8% 12.3% 95.5% 105 8.57%