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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
CF
4176
Copperwynd Financial
Arizona
$243M +$6.86M +3% 3.5% 90% 129 17.05%
QPWM
4177
Quadrant Private Wealth Management
Pennsylvania
$242M -$4.39M -2% 0.01% 87.9% 202 9.41%
WCM
4178
Weik Capital Management
Pennsylvania
$242M -$14.7M -6% 0.35% 66.9% 115 5.22%
DP
4179
Denver PWM
Colorado
$242M +$3.19M +1% 1.19% 44.8% 97 5.15%
EE
4180
EWG Elevate
California
$242M -$16.1M -6% 0.67% 76% 106 39.62%
PGWM
4181
Parisi Gray Wealth Management
New Jersey
$242M -$31.3M -11% 0.07% 120% 609 78.82%
VVM
4182
Versant Venture Management
California
$242M -$60.3M -20% 14.7% 409% 11 0%
IVM
4183
InterWest Venture Management
California
$241M -$75.5M -24% 19.4% 57.6% 11 18.18%
JPC
4184
Jabodon PT Co
Nevada
$241M +$138M +133% 9.3% 61.9% 35 91.43%
LAM
4185
Lapides Asset Management
Connecticut
$241M -$9.42M -4% 4.32% 63% 89 19.1%
MAG
4186
Mokosak Advisory Group
Iowa
$241M +$3.12M +1% 1.13% 57.1% 25 12%
WMRU
4187
William Marsh Rice University
Texas
$241M +$8.75M +4% 3.84% 4.44% 7 71.43%
BHA
4188
Beech Hill Advisors
New York
$241M -$5.39M -2% 2.68% 105% 87 5.75%
HWA
4189
Heritage Way Advisors
Illinois
$241M -$2.53M -1% 1.4% 79.4% 70 4.29%
HIM
4190
Hotaling Investment Management
Pennsylvania
$241M -$5.32M -2% 1.06% 52.6% 134 16.42%
OAM
4191
Oak Asset Management
California
$241M +$2.79M +1% 2.3% 78% 100 7%
BA
4192
Ballast Advisors
Minnesota
$241M +$4.05M +2% 0.77% 66.7% 183 4.37%
IRM
4193
Income Research & Management
Massachusetts
$240M -$30.6M -11% 0% 0.7% 17 17.65%
CCM
4194
Crestwood Capital Management
New York
$240M -$17.7M -7% 5.06% 203% 24 33.33%
VCM
4195
Verde Capital Management
Michigan
$240M +$2.6M +1% 1.1% 65.8% 42 14.29%
BAM
4196
Baldrige Asset Management
Pennsylvania
$240M +$9.24M +4% 0.11% 43.5% 365 4.38%
KCMH
4197
Keywise Capital Management (HK)
Hong Kong
$239M -$169M -41% 30.2% 684% 25 60%
DA
4198
Denali Advisors
California
$239M -$21.9M -8% 2.21% 106% 331 30.21%
FLA
4199
Financial Life Advisors
Texas
$239M +$6.85M +3% 0.94% 42.7% 56 3.57%
AIM
4200
AMI Investment Management
Indiana
$239M -$13.7M -5% 0.49% 47.9% 77 9.09%