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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
4401
Aevitas Wealth Management
Massachusetts
$112M +$14.5M +15% 12.8% 36.4% 417 9.59%
PC
4402
PA Capital
Virginia
$112M +$17.5M +18% 20.4% 142 43.66%
MCM
4403
MKP Capital Management
New York
$112M +$74.1M +195% 27.2% 57.5% 27 77.78%
SWMG
4404
Sanchez Wealth Management Group
Florida
$112M +$21.4M +24% 13.5% 43.3% 25 8%
RCM
4405
Rings Capital Management
Illinois
$112M +$14.1M +14% 24.5% 49.5% 5 0%
HAC
4406
Harbor Advisory Corp
New Hampshire
$112M +$10.8M +11% 11.2% 49.2% 41 7.32%
BDF
4407
Black Diamond Financial
Maryland
$112M -$15.2M -12% 12.3% 50.7% 66 24.24%
A
4408
Abingworth
United Kingdom
$112M +$1.68M +2% 12.3% 184% 19 42.11%
WBC
4409
West Branch Capital
Massachusetts
$112M +$16.8M +18% 12.8% 139% 86 18.6%
LC
4410
Lubar & Co
Wisconsin
$112M +$4.33M +4% 9.76% 13 38.46%
CFS
4411
Cannon Financial Strategists
Georgia
$112M 10.7% 41.8% 43
MSWM
4412
Mader & Shannon Wealth Management
Missouri
$112M -$11.2M -9% 5.52% 53.1% 15 26.67%
CIA
4413
Cascade Investment Advisors
Oregon
$112M +$12.6M +13% 12.8% 71.4% 234 5.98%
AAM
4414
Ascension Asset Management
New York
$112M +$13M +13% 14% 74 2.7%
BFA
4415
Brendel Financial Advisors
New Hampshire
$112M +$24.5M +28% 13% 110% 89 31.46%
MG
4416
MilWealth Group
Wisconsin
$111M +$8.21M +8% 9.83% 29.9% 77 18.18%
PI
4417
Pachira Investments
California
$111M +$33.7M +44% 13.1% 72.6% 13 15.38%
PSC
4418
Piper Sandler & Co
Minnesota
$111M +$21.8M +24% 2.18% 0.09% 21 71.43%
PAM
4419
PVG Asset Management
Colorado
$111M +$9.53M +9% 4.51% 85 52.94%
TA
4420
Trellis Advisors
Washington
$111M +$12.6M +13% 12.2% 23.3% 46 10.87%
PLU
4421
Performa Ltd (US)
South Carolina
$111M +$26.9M +32% 12.9% 46.2% 12 58.33%
BMCM
4422
Bryn Mawr Capital Management
Pennsylvania
$111M +$1.08M +1% 12.7% 59.2% 88 19.32%
AWA
4423
Acorn Wealth Advisors
Michigan
$111M +$13.2M +14% 10.5% 42.9% 123 8.13%
VIP
4424
Viewpoint Investment Partners
Alberta, Canada
$111M +$52M +89% 10.6% 31.9% 13 69.23%
SMP
4425
Santa Monica Partners
Florida
$111M +$19.1M +21% 21.9% 123% 27 3.7%