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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
NCM
4626
Northwest Capital Management
Oregon
$188M +$15.6M +9% 5.35% 57% 101 17.82%
KAM
4627
KEB Asset Management
Illinois
$188M +$31.3M +20% 12.1% 68.9% 63 23.81%
MWM
4628
MTC Wealth Management
Florida
$188M +$11.3M +6% 6.76% 30.5% 12 0%
RK
4629
Rather & Kittrell
Tennessee
$188M +$92.9M +98% 8.21% 41.1% 63 14.29%
IFA
4630
Invus Financial Advisors
New York
$188M +$5.75M +3% 19.7% 29.5% 9 11.11%
PA
4631
PSI Advisors
Florida
$188M -$2.42M -1% 7.08% 58.2% 880 16.36%
APWA
4632
Atlas Private Wealth Advisors
New Jersey
$188M +$21.2M +13% 8.01% 51.6% 137 16.79%
NCPI
4633
NewView Capital Partners I
California
$188M -$53M -22% 15.4% 20.8% 4 0%
FA
4634
Forefront Analytics
Pennsylvania
$188M -$119K -0.1% 6.93% 50.9% 81 25.93%
OPL
4635
Orland Properties Ltd
British Virgin Islands
$188M 3.11% 77.6% 15
LAM
4636
Lapides Asset Management
Connecticut
$188M +$12.1M +7% 9.34% 63% 58 20.69%
JCM
4637
Jacobsen Capital Management
Utah
$188M +$12.9M +7% 7.39% 86.7% 55 14.55%
UW
4638
Unique Wealth
Florida
$187M 6.91% 63.3% 61
HP
4639
Hilltop Partners
Indiana
$187M 8.51% 64.9% 56
BZWA
4640
Blue Zone Wealth Advisors
California
$187M -$5.78M -3% 4.72% 78.3% 88 9.09%
OA
4641
Operose Advisors
Wisconsin
$187M +$35M +23% 10.4% 68.8% 392 20.92%
CAAM
4642
Cornerstone Advisors Asset Management
Pennsylvania
$187M +$56.7M +43% 7.6% 41.2% 82 30.49%
SCM
4643
Snowhook Capital Management
New York
$187M -$59.9M -24% 2.08% 18 50%
AGP
4644
Autumn Glory Partners
Texas
$187M +$38.7M +26% 12.7% 69.5% 171 17.54%
RW
4645
Rede Wealth
Virginia
$187M +$18.8M +11% 11% 80.9% 98 19.39%
SIM
4646
Symetra Investment Management
Connecticut
$187M +$42.5M +29% 6.53% 37.3% 3 0%
AWM
4647
Ameliora Wealth Management
Switzerland
$187M +$2.35M +1% 6.25% 70.1% 246 15.45%
OFA
4648
Oak Family Advisors
Illinois
$187M -$185K -0.1% 10.3% 83.5% 129 19.38%
TCM
4649
Triumph Capital Management
Colorado
$187M +$3.12M +2% 2.94% 48.6% 250 41.6%
PA
4650
Pantechnicon Advisors
United Kingdom
$187M 23.3% 15