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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
4WM
4601
44 Wealth Management
Oregon
$266M +$6.31M +2% 1.95% 209 22.01%
NA
4602
Nordwand Advisors
Pennsylvania
$266M +$23.6M +10% 12.5% 66.9% 128 21.88%
DFA
4603
Delta Financial Advisors
Louisiana
$266M -$2.67M -1% 0.78% 80.5% 112 3.57%
HVP
4604
Hudson Value Partners
Florida
$266M -$2.63M -1% 2.06% 124% 105 17.14%
VW
4605
Vance Wealth
California
$266M +$7.05M +3% 2.06% 55.3% 110 13.64%
BIP
4606
Bouvel Investment Partners
Pennsylvania
$266M -$11.6M -4% 7.73% 187% 84 15.48%
AWM
4607
Ameliora Wealth Management
Switzerland
$266M -$643K -0.2% 0.51% 70.1% 251 10.36%
BCM
4608
Birmingham Capital Management
Alabama
$266M -$4.09M -2% 3.86% 77.6% 115 9.57%
BIP
4609
Blue Investment Partners
California
$266M -$6.84M -3% 4.76% 55 16.36%
WFI
4610
West Family Investments
California
$266M -$21.4M -7% 4.33% 76.4% 313 22.36%
ACM
4611
Aurdan Capital Management
Pennsylvania
$265M +$4.93M +2% 1.08% 88 13.64%
GL
4612
Gemsstock Ltd
United Kingdom
$265M -$218M -45% 5.69% 237% 22 45.45%
FFA
4613
Fairfield Financial Advisors
Massachusetts
$265M -$18.7M -7% 1.6% 265 75.85%
V
4614
ValueWorks
New York
$265M -$35.2M -12% 8.96% 110% 34 2.94%
MHC
4615
May Hill Capital
Massachusetts
$265M +$6.77M +3% 2.12% 201 26.87%
EG
4616
Enstar Group
Bermuda
$265M -$22.5M -8% 6.66% 36% 11 0%
BFWA
4617
Benchmark Financial Wealth Advisors
Florida
$265M -$47.2M -15% 3% 70.6% 111 21.62%
LAM
4618
Lountzis Asset Management
Pennsylvania
$265M +$28.5M +12% 2.67% 144% 55 20%
MWM
4619
Manske Wealth Management
Texas
$265M +$12.9M +5% 0.14% 184 11.41%
SWM
4620
Silverlake Wealth Management
Vermont
$265M +$3.61M +1% 0.31% 54.9% 277 8.66%
PA
4621
Paragon Advisors
Texas
$264M -$27M -9% 5.54% 109% 92 19.57%
HC
4622
Hillman Company
Pennsylvania
$264M +$28.2M +12% 2.36% 134% 14 7.14%
5VM
4623
5AM Venture Management
California
$264M -$155M -37% 28.6% 492% 32 6.25%
FSA
4624
Financial Services Advisory
Maryland
$264M -$162M -38% 2.44% 61.8% 61 39.34%
QPW
4625
Quantum Private Wealth
Florida
$264M -$48.2M -15% 8.84% 219% 186 15.05%