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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
4251
Capital Wealth Management
Rhode Island
$370M +$60M +19% 1.05% 46.7% 38 18.42%
RPA
4252
Rock Point Advisors
Vermont
$370M -$29.9M -7% 2.37% 82.8% 128 13.28%
EC
4253
EdgeRock Capital
Colorado
$370M -$6.24M -2% 2.16% 71.3% 141 19.15%
ATI
4254
ARK & TLK Investments
Oklahoma
$370M +$5.97M +2% 0.49% 120 6.67%
W
4255
WorthPointe
California
$369M -$11.3M -3% 0.63% 59.7% 141 21.99%
MWP
4256
Meredith Wealth Planning
Illinois
$369M +$33.2M +10% 2.5% 66.3% 73 19.18%
AWM
4257
Atticus Wealth Management
Florida
$369M -$36M -9% 2.2% 63.8% 206 13.11%
CWM
4258
CCG Wealth Management
California
$369M +$136M +58% 2.87% 82.6% 139 30.94%
ACA
4259
AYAL Capital Advisors
Ontario, Canada
$369M +$81.9M +29% 6.62% 69 57.97%
EWM
4260
EPG Wealth Management
Georgia
$369M -$2.81M -0.8% 0.62% 96% 334 8.68%
NOI
4261
Newton One Investments
Delaware
$368M +$29.5M +9% 1.29% 38.7% 121 0.83%
MI
4262
Merk Investments
California
$368M +$7.19M +2% 5.68% 303% 11 9.09%
WCM
4263
Westerly Capital Management
California
$368M -$87.5M -19% 0.78% 116% 45 26.67%
WPC
4264
White Pine Capital
Minnesota
$368M +$4.3M +1% 5.72% 143% 231 5.63%
FMTCOCP
4265
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$367M +$10.2M +3% 0.9% 60.9% 346 6.94%
PWP
4266
Prasad Wealth Partners
Ohio
$367M -$7.43M -2% 2.45% 158 15.82%
BA
4267
Birinyi Associates
Connecticut
$367M -$32.7M -8% 6.89% 113% 63 12.7%
V
4268
ValueWorks
New York
$367M -$13M -3% 12.6% 110% 37 10.81%
NWM
4269
Northcape Wealth Management
New York
$367M +$12.4M +3% 3.68% 66% 149 12.75%
CAM
4270
Capco Asset Management
Florida
$367M -$42.2M -10% 10.6% 46.1% 31 22.58%
PCM
4271
Princeton Capital Management
New Jersey
$367M -$21M -5% 3.15% 180% 150 13.33%
CVA
4272
Central Valley Advisors
California
$366M +$31.8M +9% 0.6% 190 22.63%
CA
4273
CV Advisors
Florida
$366M -$25.6M -7% 5.92% 98.9% 54 25.93%
LP
4274
Lexington Partners
New York
$366M +$26.9M +8% 8.6% 1.27% 5 40%
RAM
4275
Redmond Asset Management
Virginia
$366M -$25.9M -7% 1.29% 61.5% 205 7.8%