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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
AWM
4251
Accel Wealth Management
Iowa
$187M +$13.1M +7% 1,123
NRCM
4252
Northern Right Capital Management
Connecticut
$187M +$21.7M +13% 26
WRTC
4253
Wind River Trust Company
Wyoming
$187M -$19.1M -9% 9
LWP
4254
Lumature Wealth Partners
Georgia
$187M -$37.8M -17% 433
LPP
4255
Long Path Partners
Connecticut
$187M +$21.6M +13% 11
IB
4256
Iyo Bank
Japan
$187M -$114M -38% 36
RS
4257
Retirement Solution
Washington
$186M +$1.96M +1% 34
OC
4258
Oarsman Capital
Wisconsin
$186M -$15.1M -8% 172
ATFA
4259
All Terrain Financial Advisors
Minnesota
$186M -$8.45M -4% 75
IC
4260
Innealta Capital
Texas
$186M -$8.77M -5% 67
PI
4261
Pettee Investors
Connecticut
$186M -$15M -7% 116
2C
4262
272 Capital
Texas
$186M -$12.5M -6% 105
OR
4263
Olympiad Research
Connecticut
$186M -$36.6M -16% 358
OIA
4264
Optimum Investment Advisors
Illinois
$186M -$13.9M -7% 896
JAM
4265
JW Asset Management
Florida
$186M +$2.35M +1% 11
PWM
4266
Paulson Wealth Management
Illinois
$186M -$4.07M -2% 85
SRC
4267
Stone Run Capital
New York
$186M -$13.2M -7% 63
OM
4268
OpenView Management
Massachusetts
$185M -$39.3M -17% 3
AWM
4269
Abound Wealth Management
Tennessee
$185M +$5.63M +3% 755
SPG
4270
Snow Phipps Group
New York
$185M -$6.86M -4% 2
GWA
4271
GGM Wealth Advisors
Maryland
$185M +$6.05M +3% 138
TAM
4272
Tealwood Asset Management
Minnesota
$185M -$16.6M -8% 130
CAN
4273
Claraphi Advisory Network
United States
$185M -$99.6M -35% 309
FDS
4274
Freedom Day Solutions
Texas
$185M -$14.6M -7% 115
AWM
4275
Ameliora Wealth Management
Switzerland
$185M +$100M +119% 238