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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
APWM
4401
Argonautica Private Wealth Management
Massachusetts
$316M +$24.8M +9% 16% 158% 189 7.94%
AM
4402
Atwater Malick
Pennsylvania
$316M +$20.2M +7% 6.2% 79.1% 83 6.02%
CMAI
4403
Capital Management Associates Inc
Minnesota
$316M -$126M -28% 6.64% 148 34.46%
SP
4404
Sequent Planning
Nebraska
$316M +$37.9M +14% 8.01% 167 15.57%
LFP
4405
Leeward Financial Partners
Washington
$316M +$47.9M +18% 14.8% 69.5% 103 19.42%
CMP
4406
Courage Miller Partners
Virginia
$315M +$20.3M +7% 5.88% 40.3% 86 4.65%
WPC
4407
White Pine Capital
Minnesota
$315M +$26.4M +9% 10.8% 100% 230 6.09%
BL
4408
BCWM LLC
Kansas
$315M +$27.3M +9% 5.35% 57 15.79%
PMA
4409
Prudent Man Advisors
Illinois
$315M +$39.5M +14% 9.2% 56.9% 189 13.76%
WFA
4410
Websterrogers Financial Advisors
South Carolina
$315M +$21.7M +7% 7.03% 42.9% 88 6.82%
CWA
4411
Centennial Wealth Advisory
Michigan
$314M +$39.2M +14% 7.3% 57.6% 176 31.82%
PWM
4412
Proathlete Wealth Management
Florida
$314M +$40M +15% 11.1% 333 39.64%
TCOO
4413
Trust Company of Oklahoma
Oklahoma
$314M +$24.6M +8% 9.86% 88.7% 147 17.01%
SWM
4414
Seaside Wealth Management
California
$314M +$33.9M +12% 8.74% 42.9% 64 10.94%
MC
4415
Mirabaud & Cie
Switzerland
$314M +$21.1M +7% 16.3% 65 13.85%
PC
4416
Panview Capital
Hong Kong
$314M +$50.2M +19% 12.8% 9 11.11%
HAC
4417
Harbor Advisory Corp
New Hampshire
$314M +$15.9M +5% 7.64% 49.2% 86 9.3%
RCM
4418
Rivermont Capital Management
New York
$314M +$76.7M +32% 36% 344% 24 54.17%
DKAM
4419
Drummond Knight Asset Management
Australia
$314M +$114M +57% 9.68% 17 64.71%
CFO
4420
Custos Family Office
Texas
$314M +$31.7M +11% 8.56% 56.2% 74 10.81%
NICM
4421
Neo Ivy Capital Management
New York
$313M -$726K -0.2% 8.62% 510 79.8%
BAM
4422
BOS Asset Management
Illinois
$313M +$22M +8% 6.53% 67.8% 186 18.28%
PB
4423
Prime Buchholz
New Hampshire
$313M +$26.8M +9% 9.57% 24 8.33%
LIM
4424
Lancaster Investment Management
United Kingdom
$313M +$178M +132% 20.1% 18% 8 25%
GVCM
4425
Global View Capital Management
Wisconsin
$313M +$37.5M +14% 15.3% 137 39.42%