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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
VM
4201
Venator Management
Pennsylvania
$444M +$28.2M +7% 9.09% 101% 30 16.67%
EAM
4202
Empirical Asset Management
Massachusetts
$444M +$64.7M +17% 22.9% 94.5% 509 33.99%
SWM
4203
SK Wealth Management
Rhode Island
$444M +$83.5M +23% 10.8% 81 6.17%
VW
4204
Vance Wealth
California
$444M +$97.5M +28% 13.5% 66.4% 138 15.22%
DWAM
4205
Duncan Williams Asset Management
Tennessee
$444M +$82.9M +23% 14.2% 177 15.82%
TA
4206
TrueWealth Advisors
Alabama
$444M +$46M +12% 12.8% 58.5% 248 11.29%
PCM
4207
Princeton Capital Management
New Jersey
$443M +$76.8M +21% 27% 180% 148 8.11%
PPG
4208
Peak Planning Group
Colorado
$443M +$82.3M +23% 23.7% 105% 131 10.69%
ASP
4209
Adams Street Partners
Illinois
$443M +$182M +70% 25.4% 399% 4 25%
BIP
4210
Bouvel Investment Partners
Pennsylvania
$442M +$97.7M +28% 44% 187% 95 29.47%
FPTW
4211
Franklin, Parlapiano, Turner & Welch
Texas
$442M +$22.6M +5% 7.51% 41.6% 57 7.02%
HH
4212
HWG Holdings
Texas
$442M +$57.7M +15% 23.1% 64 45.31%
CPWA
4213
Cerro Pacific Wealth Advisors
California
$442M +$61M +16% 17.1% 173 12.72%
SAM
4214
Sagewood Asset Management
New York
$442M +$123M +38% 18.6% 460 32.83%
DA
4215
Doliver Advisors
Texas
$442M +$2.02M +0.5% 5.39% 81% 196 10.71%
TPWA
4216
Twin Peaks Wealth Advisors
California
$442M +$44.4M +11% 17.9% 2,368 90.63%
EC
4217
EdgeRock Capital
Colorado
$441M +$71.8M +19% 15.9% 71.3% 142 16.9%
AA
4218
Alta Advisers
United Kingdom
$441M +$165M +60% 27.9% 114% 224 10.27%
PTB
4219
Pioneer Trust Bank
Oregon
$441M +$29M +7% 11.1% 61.4% 90 11.11%
MBFW
4220
Morton Brown Family Wealth
Pennsylvania
$441M +$62.7M +17% 11% 50% 424 33.02%
CSWG
4221
Cardinal Strategic Wealth Guidance
Kentucky
$441M +$61.8M +16% 15.7% 67.3% 74 24.32%
LWM
4222
Long Walk Management
Connecticut
$441M +$97.3M +28% 24.6% 302% 16 43.75%
AFP
4223
Advus Financial Partners
Florida
$441M +$41.1M +10% 15.6% 73.9% 278 17.63%
DSA
4224
Droms Strauss Advisors
Missouri
$441M +$57.9M +15% 16.3% 68.7% 87 18.39%
RWA
4225
Roberts Wealth Advisors
California
$440M +$46.3M +12% 14% 73.2% 116 9.48%