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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
NCM
4201
Neumann Capital Management
California
$242M +$14M +6% 6.8% 79.4% 94 6.38%
PFU
4202
Parus Finance (UK)
United Kingdom
$242M +$74.4M +44% 19.5% 199% 28 14.29%
CC
4203
Cowbird Capital
New York
$241M +$25.4M +12% 26.2% 21.3% 11 45.45%
RDFA
4204
Ritter Daniher Financial Advisory
Ohio
$241M +$13.9M +6% 4.96% 56.7% 343 16.91%
SC
4205
Schiavi & Co
Delaware
$241M +$10.5M +5% 0.98% 33% 26 19.23%
KAM
4206
KEB Asset Management
Illinois
$241M +$12.7M +6% 4.23% 68.9% 64 12.5%
SSW
4207
Stone Summit Wealth
Florida
$241M +$16.4M +7% 4.01% 59.6% 138 4.35%
OAM
4208
Oak Asset Management
California
$241M +$9.37M +4% 6.02% 78% 100 3%
RW
4209
Regimen Wealth
Georgia
$241M +$10.1M +4% 2.11% 28.5% 62 20.97%
HC
4210
Hendley & Co
Ohio
$241M +$18.1M +8% 6.35% 54.8% 53 7.55%
KPWG
4211
KFA Private Wealth Group
Virginia
$241M +$21.6M +10% 4.98% 57.5% 79 6.33%
SVI
4212
Strategic Vision Investment
Hong Kong
$241M -$175M -42% 4.09% 95.6% 27 55.56%
WWM
4213
WT Wealth Management
Arizona
$241M +$9.68M +4% 4.08% 66.6% 117 24.79%
RA
4214
Regis Acquisition
Colorado
$241M +$30M +14% 7.31% 40 2.5%
AFS
4215
Aft Forsyth & Sober
Florida
$241M +$43.2M +22% 7.24% 77.3% 84 5.95%
PCM
4216
Princeton Capital Management
New Jersey
$241M +$7.31M +3% 12.2% 148% 99 10.1%
HP
4217
Hilltop Partners
Indiana
$241M +$19M +9% 3.41% 45.5% 103 39.81%
AWM
4218
Arista Wealth Management
Nevada
$241M +$57.3M +31% 3.13% 60.1% 65 9.23%
SA
4219
SAM Advisors
California
$241M +$17.7M +8% 5.48% 47.9% 40 25%
RG
4220
Retirement Group
California
$240M +$21.1M +10% 5.24% 33.7% 821 9.62%
1CP
4221
11 Capital Partners
Connecticut
$240M +$37.5M +18% 9.76% 72.5% 17 35.29%
BPCM
4222
Beach Point Capital Management
California
$240M +$32.6M +16% 12.6% 110% 24 29.17%
OPTFSNA
4223
Old Point Trust & Financial Services N A
Virginia
$240M +$11.5M +5% 3.46% 72.6% 269 69.14%
CMP
4224
Courage Miller Partners
Virginia
$240M +$3.81M +2% 2.79% 40.3% 76 2.63%
QT
4225
Quantamental Technologies
New York
$240M +$54.6M +29% 8.07% 24.2% 691 75.4%