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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
NWM
4176
Northcape Wealth Management
New York
$367M +$13.2M +4% 147
W
4177
WorthPointe
California
$367M -$13.9M -4% 140
CAM
4178
Capco Asset Management
Florida
$367M -$42.2M -10% 31
PCM
4179
Princeton Capital Management
New Jersey
$367M -$21M -5% 150
CVA
4180
Central Valley Advisors
California
$366M +$31.8M +9% 190
CA
4181
CV Advisors
Florida
$366M -$25.6M -7% 54
LP
4182
Lexington Partners
New York
$366M +$26.9M +8% 5
RAM
4183
Redmond Asset Management
Virginia
$366M -$25.9M -7% 205
AA
4184
Argent Advisors
Louisiana
$366M +$8.03M +2% 181
MWPCG
4185
Measured Wealth Private Client Group
New Hampshire
$366M -$11.9M -3% 789
TWM
4186
TriaGen Wealth Management
California
$366M -$20.5M -5% 200
TB
4187
Terril Brothers
Missouri
$366M -$15.6M -4% 80
CGC
4188
Continental Grain Company
New York
$366M +$30M +9% 4
FNBSF
4189
First National Bank Sioux Falls
South Dakota
$366M +$31.5M +9% 151
NECFA
4190
New England Capital Financial Advisors
Connecticut
$365M +$109M +43% 448
PFS
4191
Physicians Financial Services
North Carolina
$365M -$7.49M -2% 110
VA
4192
Vestwell Advisors
New York
$365M -$312M -46% 48
OAJ
4193
Ogorek Anthony Joseph
New York
$365M +$1.28M +0.4% 750
PFG
4194
Pinnacle Financial Group
Illinois
$365M +$20.3M +6% 119
SWA
4195
Strata Wealth Advisors
Texas
$365M +$5.28M +1% 93
DCP
4196
Davern Capital Partners
New York
$365M +$55.2M +18% 18
SWM
4197
Sterling Wealth Management
Illinois
$364M +$13.7M +4% 116
TBWA
4198
Three Bridge Wealth Advisors
California
$364M -$15M -4% 93
BPIM
4199
Brant Point Investment Management
New York
$364M -$49.3M -12% 111
VBFP
4200
Valtinson Bruner Financial Planning
Minnesota
$364M +$16.5M +5% 176