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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
4351
Concentrum Wealth Management
California
$418M +$79.2M +23% 35.9% 174% 130 16.92%
VA
4352
Vestwell Advisors
New York
$418M +$52.7M +14% 14.1% 26 0%
RA
4353
Resolute Advisors
California
$417M +$176M +73% 27.9% 36.7% 107 39.25%
AC
4354
Almitas Capital
California
$417M -$25.2M -6% 1.7% 86.1% 150 37.33%
CWA
4355
Consilio Wealth Advisors
Washington
$417M +$75M +22% 16.1% 66.4% 118 21.19%
SCM
4356
Seascape Capital Management
New Hampshire
$417M +$70M +20% 25.8% 111% 100 13%
EWM
4357
EPG Wealth Management
Georgia
$417M +$48.6M +13% 20.6% 96% 344 14.53%
MWM
4358
McMill Wealth Management
Nebraska
$417M +$40.8M +11% 3.6% 63 12.7%
SCM
4359
Stevens Capital Management
Pennsylvania
$417M -$233M -36% 43.4% 108% 327 66.97%
AP
4360
Anchyra Partners
Georgia
$416M +$86.9M +26% 28.1% 373 32.44%
RWM
4361
Revisor Wealth Management
Ohio
$416M +$54.1M +15% 15.2% 62.8% 392 21.94%
RSS
4362
Rosenblum Silverman Sutton
California
$416M +$33.9M +9% 9.57% 90.1% 84 14.29%
CWM
4363
Capital Wealth Management
Rhode Island
$416M +$46.3M +13% 9.17% 46.7% 39 12.82%
PWP
4364
Prasad Wealth Partners
Ohio
$416M +$48.2M +13% 14.2% 167 16.77%
WPI
4365
Walter Public Investments
Canada
$416M -$2.58M -0.6% 16.4% 72.7% 58 25.86%
BWM
4366
BigSur Wealth Management
Florida
$415M +$59M +17% 13.8% 83.1% 178 13.48%
SIMC
4367
Squire Investment Management Company
Utah
$415M +$55.5M +15% 11.5% 89 14.61%
KPWG
4368
KFA Private Wealth Group
Virginia
$415M -$1.4M -0.3% 14.2% 57.5% 176 23.86%
OP
4369
Oldfield Partners
United Kingdom
$415M +$21.5M +5% 13.2% 90.3% 19 10.53%
WCM
4370
Winthrop Capital Management
Indiana
$414M +$24.6M +6% 11.9% 406 25.86%
PWMG
4371
Pioneer Wealth Management Group
Texas
$414M +$57.4M +16% 8.43% 55 9.09%
MWPCG
4372
Measured Wealth Private Client Group
New Hampshire
$414M +$47.6M +13% 16.7% 84.3% 773 13.97%
CGFA
4373
Colton Groome Financial Advisors
North Carolina
$414M +$62.4M +18% 11.6% 59.3% 168 20.83%
RBWA
4374
RFG - Bristol Wealth Advisors
Massachusetts
$414M +$43M +12% 13.1% 195 11.28%
HCM
4375
Hudson Capital Management
New Jersey
$414M +$26.7M +7% 9.09% 61.6% 79 11.39%