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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
RWM
4626
Reston Wealth Management
Virginia
$168M -$11.6M -6% 6.14% 60.7% 58 17.24%
CSCSIM
4627
Clear Sky Carbon Solutions Investment Management
Texas
$168M +$55.5M +49% 10.8% 74 39.19%
LL
4628
LPWM LLC
Minnesota
$168M -$11.6M -6% 5.89% 54.3% 63 11.11%
MPPLM
4629
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$168M -$9.71M -5% 5.42% 130% 123 11.38%
BIA
4630
Bigelow Investment Advisors
Maine
$168M -$14.3M -8% 5.46% 67.1% 144 6.25%
IAS
4631
Investment Advisory Services
Texas
$167M -$5.78M -3% 4.98% 65.4% 99 8.08%
DFG
4632
Delphi Financial Group
Delaware
$167M -$46.1M -22% 1.58% 66.3% 32 15.63%
HCM
4633
HM Capital Management
Missouri
$167M -$12.4M -7% 4.19% 29.6% 59 8.47%
AA
4634
Altrafin AG
$167M -$18.5M -10% 6.72% 97.6% 78 7.69%
MPW
4635
Monterey Private Wealth
California
$167M -$8.09M -5% 5.5% 29.8% 107 14.02%
DA
4636
Detalus Advisors
Missouri
$167M -$3.31M -2% 6.21% 67.9% 135 15.56%
VFM
4637
Valley Financial Management
New York
$167M 5.02% 37
MGM
4638
Miura Global Management
New York
$167M +$21M +14% 16.5% 375% 20 30%
YAL
4639
Your Advocates Ltd
Texas
$167M -$2.12M -1% 6.47% 50% 231 12.55%
SAM
4640
Security Asset Management
New York
$167M -$15.5M -9% 5.61% 67.4% 77 7.79%
AMC
4641
Asset Management Corp
Illinois
$167M +$11.9M +8% 5.21% 57.1% 172 17.44%
WC
4642
Wealth CMT
New Jersey
$167M -$5.06M -3% 6.12% 25% 28 10.71%
APWA
4643
Atlas Private Wealth Advisors
New Jersey
$167M -$224K -0.1% 5.71% 51.6% 135 11.85%
GRIM
4644
Greenhaven Road Investment Management
Connecticut
$166M -$28.3M -15% 14.3% 70.2% 53 26.42%
FS
4645
Ferguson Shapiro
Georgia
$166M +$6.54M +4% 5.41% 39.6% 51 29.41%
VF
4646
Visa Foundation
California
$166M -$16.3M -9% 5.26% 48.5% 1 0%
CFG
4647
Cambridge Financial Group
Ohio
$166M 2.28% 31
PAMI
4648
Perseverance Asset Management International
Cayman Islands
$166M -$76.1M -31% 2.2% 120% 17 23.53%
CWA
4649
Clarity Wealth Advisors
California
$166M -$8.86M -5% 4.46% 85.1% 72 15.28%
TW
4650
Towerpoint Wealth
California
$166M -$1.51M -0.9% 4.99% 62.4% 88 6.82%