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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
RW
4526
Rede Wealth
Virginia
$283M +$22.1M +8% 9.65% 80.9% 107 6.54%
AWP
4527
Accretive Wealth Partners
New Jersey
$283M +$47.6M +20% 0.13% 57.3% 146 18.49%
QWM
4528
Quaker Wealth Management
New Jersey
$283M 916
AIM
4529
Advyzon Investment Management
Illinois
$283M +$23.7M +9% 0.76% 311 34.41%
GJWM
4530
Gilliland Jeter Wealth Management
Arkansas
$283M -$13.4M -5% 2.3% 182 8.24%
BDA
4531
Borer Denton & Associates
Pennsylvania
$283M -$4.78M -2% 2.29% 44.2% 61 4.92%
WWM
4532
WJ Wealth Management
Arizona
$283M -$7.7M -3% 3.28% 90.6% 86 20.93%
MTCM
4533
Mint Tower Capital Management
Netherlands
$283M -$122M -30% 1.08% 40% 188 41.49%
FMTCOCP
4534
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$282M +$18M +7% 1.03% 60.9% 417 10.55%
ECAM
4535
East Coast Asset Management
Massachusetts
$282M -$16.9M -6% 3.64% 147% 72 5.56%
AIM
4536
Avanda Investment Management
Singapore
$282M -$31.9M -10% 0.74% 26 11.54%
GMA
4537
Glassy Mountain Advisors
Maryland
$282M -$9.91M -3% 3.54% 91.5% 63 9.52%
PC
4538
Permit Capital
Pennsylvania
$282M -$8.25M -3% 3.98% 121% 32 40.63%
CFO
4539
Custos Family Office
Texas
$282M -$3.88M -1% 0.53% 57.4% 72 9.72%
WIC
4540
Whitegate Investment Counselors
New Hampshire
$282M -$9.95M -3% 0.77% 48% 71 14.08%
PCI
4541
Pacifica Capital Investments
Texas
$282M -$29M -9% 2.34% 70.4% 14 0%
WLPWM
4542
Walled Lake Planning & Wealth Management
Illinois
$282M +$12.8M +5% 0.34% 51.7% 138 8.7%
WIA
4543
Westbourne Investment Advisors
Maryland
$281M -$10.7M -4% 2.42% 89.4% 85 2.35%
CFCI
4544
Comprehensive Financial Consultants Institutional
Indiana
$281M +$6.48M +2% 0.71% 70.2% 186 16.67%
JCM
4545
JAT Capital Management
Connecticut
$281M -$351M -55% 24.8% 734% 50 80%
NC
4546
Nokomis Capital
Texas
$281M +$643K +0.2% 0.95% 145% 67 29.85%
CWM
4547
Cedar Wealth Management
California
$281M +$4.54M +2% 0.78% 68.1% 204 10.78%
VFIC
4548
Valley Forge Investment Consultants
Pennsylvania
$281M -$10.3M -4% 2.34% 61.9% 90 10%
HIM
4549
HGC Investment Management
Ontario, Canada
$281M +$47.4M +20% 3.77% 33.2% 95 44.21%
HAM
4550
Harber Asset Management
North Carolina
$281M -$52.9M -16% 0.64% 63.6% 42 47.62%