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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
RCM
4526
Raleigh Capital Management
North Carolina
$176M -$8.75M -5% 8.58% 71.8% 684 13.3%
IHWM
4527
Iron Horse Wealth Management
Iowa
$176M -$6.53M -4% 11.4% 29.1% 336 33.63%
DL
4528
DOHJ LLC
Washington
$176M -$32.1M -15% 13.8% 51.5% 93 13.98%
CPA
4529
Cowen Prime Advisors
New York
$176M -$62M -26% 21.4% 116% 186 8.6%
WAM
4530
WT Asset Management
Hong Kong
$176M -$98.6M -36% 17.3% 1,369% 11 45.45%
SCM
4531
Stonehearth Capital Management
Massachusetts
$176M -$17.2M -9% 10.8% 80.7% 86 33.72%
DFG
4532
Demars Financial Group
Washington
$176M -$23.2M -12% 9.49% 60.9% 95 30.53%
AA
4533
Altman Advisors
Illinois
$176M -$18.2M -9% 15% 92 17.39%
CVV
4534
Curative Ventures V
Texas
$175M -$233M -57% 57% 37.7% 1 0%
DCM
4535
Difesa Capital Management
New York
$175M -$22.7M -11% 5.59% 281 21.35%
MPCG
4536
Matrix Private Capital Group
New York
$175M -$29.5M -14% 14.3% 56% 267 12.73%
OPWM
4537
Oakwell Private Wealth Management
Texas
$175M -$23.5M -12% 14.5% 50.1% 64 15.63%
OFS
4538
Oldfather Financial Services
Nebraska
$175M -$8.99M -5% 15.6% 60.8% 65 4.62%
KCM
4539
Knoll Capital Management
Florida
$175M +$15.9M +10% 12.9% 269% 43 9.3%
SWM
4540
Sculati Wealth Management
Michigan
$175M -$29.4M -14% 14.8% 72.3% 122 9.02%
BWP
4541
Bernardo Wealth Planning
Pennsylvania
$175M -$26.3M -13% 13.9% 50.7% 96 16.67%
MPW
4542
Monterey Private Wealth
California
$175M -$32M -15% 15% 29.8% 124 17.74%
KCMRT
4543
Kemper Corp Master Retirement Trust
Illinois
$175M -$27M -13% 13.4% 21.9% 2 0%
CI
4544
Ceera Investments
Texas
$175M -$25.8M -13% 10.4% 47.9% 77 18.18%
DJC
4545
Daily Journal Corp
California
$175M -$37.7M -18% 16.5% 108% 5 0%
CWA
4546
Clarity Wealth Advisors
California
$175M -$35.7M -17% 17.2% 85.1% 77 20.78%
AFS
4547
Access Financial Services
Minnesota
$175M -$35.6M -17% 11.1% 44.8% 120 26.67%
VIM
4548
VELA Investment Management
Ohio
$175M +$15.4M +10% 11.4% 54.6% 140 21.43%
SCGDR
4549
Sharp Capital Gestora de Recursos
Brazil
$175M -$38.2M -18% 31.1% 201% 16 37.5%
GI
4550
GS Investments
Minnesota
$174M -$2.48M -1% 15.3% 77.6% 161 9.32%