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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
VR
4376
Vision Retirement
New Jersey
$414M +$62.1M +18% 22.4% 696 17.67%
BWM
4377
BNC Wealth Management
Oregon
$414M +$53.2M +15% 29.4% 193% 121 24.79%
SCP
4378
Siena Capital Partners
Illinois
$413M +$28M +7% 6.85% 44.2% 104 6.73%
SIM
4379
Synergy Investment Management
Florida
$413M +$108M +35% 14.8% 1,200 33.67%
WA
4380
WP Advisors
California
$413M +$26.8M +7% 13.7% 95.5% 128 17.19%
JIC
4381
JRM Investment Counsel
Nebraska
$413M +$37.9M +10% 8.06% 65.5% 21 0%
CFP
4382
Cypress Financial Planning
New Jersey
$413M +$50.3M +14% 8.13% 37.9% 118 23.73%
KWM
4383
Kanen Wealth Management
Florida
$413M +$135M +48% 64.5% 328% 43 30.23%
HP
4384
Hilltop Partners
Indiana
$412M +$22.7M +6% 17.2% 64.9% 157 24.2%
KP
4385
Kiltearn Partners
United Kingdom
$412M +$40.5M +11% 9.11% 41% 29 13.79%
EC
4386
EntryPoint Capital
New York
$412M +$70.8M +21% 15.5% 1,002 50.4%
T
4387
TOBAM
France
$412M +$27.8M +7% 13.4% 56% 287 23%
WIP
4388
WealthCare Investment Partners
Rhode Island
$412M +$51.3M +14% 13.8% 62.6% 211 11.85%
MP
4389
McDonald Partners
Ohio
$412M -$12.3M -3% 14.5% 90.7% 624 67.15%
AWP
4390
Accretive Wealth Partners
New Jersey
$412M +$55.8M +16% 8.12% 57.3% 194 13.92%
THCM
4391
Taylor Hoffman Capital Management
Virginia
$412M +$87M +27% 34.4% 123 6.5%
PA
4392
Prism Advisors
California
$412M +$37M +10% 11.2% 49.9% 81 12.35%
EPW
4393
Endeavor Private Wealth
Kansas
$412M +$62.8M +18% 13.5% 227 15.86%
IPW
4394
Inlet Private Wealth
Florida
$411M +$19.8M +5% 18.4% 100% 135 6.67%
AIM
4395
Alpine Investment Management
Hong Kong
$411M +$10.4M +3% 7.14% 33.7% 15 53.33%
EWM
4396
Elevatus Welath Management
New York
$411M +$220M +115% 43.4% 261% 255 49.41%
AV
4397
Aspiring Ventures
Ohio
$411M +$81.4M +25% 13.4% 115 30.43%
FP
4398
Financial Perspectives
Minnesota
$411M +$52.7M +15% 16.7% 87.8% 737 4.07%
GIP
4399
Gavilan Investment Partners
California
$411M +$38.5M +10% 8.38% 109% 15 6.67%
FWC
4400
First Washington Corp
Washington
$411M +$57.1M +16% 34.1% 142% 55 16.36%