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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
CWM
4176
Chesapeake Wealth Management
Virginia
$240M +$11.4M +5% 6.88% 65.9% 157 3.18%
NI
4177
Nextech Invest
Switzerland
$240M -$11.8M -5% 12.1% 982% 14 14.29%
BAM
4178
Blueshift Asset Management
New Jersey
$239M +$23.8M +11% 8.32% 38.8% 487 68.99%
CMI
4179
Clare Market Investments
Texas
$239M +$25.9M +12% 16.5% 143 27.97%
WCM
4180
Whitener Capital Management
North Carolina
$239M +$10.3M +5% 6.06% 98.5% 141 7.09%
NL
4181
Navalign LLC
California
$239M -$3.32M -1% 6.81% 50.7% 128 12.5%
SV
4182
Sapphire Ventures
Texas
$239M -$46.1M -16% 22.6% 27.9% 10 10%
DWM
4183
Drive Wealth Management
Utah
$239M +$38.8M +19% 5.42% 94.4% 321 31.15%
RCP
4184
Reverence Capital Partners
New York
$239M +$1.83M +0.8% 11.8% 5.38% 2 0%
TWD
4185
True Wealth Design
Ohio
$238M +$22.4M +10% 4.76% 53% 900 15.22%
OCM
4186
Oakview Capital Management
Texas
$238M +$4.71M +2% 1.69% 21.2% 18 16.67%
TA
4187
TrueWealth Advisors
Alabama
$238M +$9.76M +4% 2.11% 58.5% 197 15.23%
BCG
4188
Breakwater Capital Group
New Jersey
$238M +$47.2M +25% 5.43% 60.8% 192 16.15%
JCIA
4189
Jackson Creek Investment Advisors
Colorado
$238M +$13.3M +6% 9.28% 239% 385 47.01%
FSCM
4190
First Sabrepoint Capital Management
Texas
$238M +$34.1M +17% 6.7% 218% 33 42.42%
WFA
4191
Wade Financial Advisory
California
$238M +$17.3M +8% 6.65% 15.9% 82 15.85%
CWA
4192
Canvas Wealth Advisors
Kansas
$238M -$1.12M -0.5% 12.1% 115% 162 26.54%
TAS
4193
TIFF Advisory Services
Pennsylvania
$238M -$8.55M -3% 1.7% 85.9% 26 42.31%
PWAC
4194
Private Wealth Advisors (California)
California
$238M -$59.4M -20% 4.88% 63.6% 91 20.88%
MAMNY
4195
Marathon Asset Management (New York)
New York
$238M -$36.7M -13% 2.5% 490% 13 38.46%
DI
4196
Disciplined Investments
Oklahoma
$237M +$33M +16% 3.87% 51.4% 1,724 7.66%
HCM
4197
Heathbridge Capital Management
Ontario, Canada
$237M -$23.4M -9% 2.48% 58.7% 31 6.45%
APA
4198
Astoria Portfolio Advisors
New York
$237M +$23.4M +11% 3.72% 75.4% 226 28.76%
PFS
4199
Physicians Financial Services
North Carolina
$237M +$14.4M +6% 9.63% 100% 111 5.41%
IC
4200
Innealta Capital
Texas
$236M +$21.3M +10% 5.72% 63.7% 71 12.68%