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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
CPA
4651
Cowen Prime Advisors
New York
$176M -$62M -26% 21.4% 116% 186 8.6%
WAM
4652
WT Asset Management
Hong Kong
$176M -$98.6M -36% 17.3% 2,788% 11 45.45%
SCM
4653
Stonehearth Capital Management
Massachusetts
$176M -$17.2M -9% 10.8% 80.7% 86 33.72%
DFG
4654
Demars Financial Group
Washington
$176M -$23.2M -12% 9.49% 59.6% 95 30.53%
AA
4655
Altman Advisors
Illinois
$176M -$18.2M -9% 15% 127% 92 17.39%
CVV
4656
Curative Ventures V
Texas
$175M -$233M -57% 57% 30.2% 1 0%
DCM
4657
Difesa Capital Management
New York
$175M -$22.7M -11% 5.59% 281 21.35%
MPCG
4658
Matrix Private Capital Group
New York
$175M -$29.5M -14% 14.3% 62.5% 267 12.73%
OPWM
4659
Oakwell Private Wealth Management
Texas
$175M -$23.5M -12% 14.5% 63% 64 15.63%
OFS
4660
Oldfather Financial Services
Nebraska
$175M -$8.99M -5% 15.6% 60.8% 65 4.62%
KCM
4661
Knoll Capital Management
Florida
$175M +$15.9M +10% 12.9% 258% 43 9.3%
SWM
4662
Sculati Wealth Management
Michigan
$175M -$29.4M -14% 14.8% 72.3% 122 9.02%
BWP
4663
Bernardo Wealth Planning
Pennsylvania
$175M -$26.3M -13% 13.9% 50.7% 96 16.67%
MPW
4664
Monterey Private Wealth
California
$175M -$32M -15% 15% 29.8% 124 17.74%
KCMRT
4665
Kemper Corp Master Retirement Trust
Illinois
$175M -$27M -13% 13.4% 21.9% 2 0%
CI
4666
Ceera Investments
Texas
$175M -$25.8M -13% 10.4% 47.9% 77 18.18%
DJC
4667
Daily Journal Corp
California
$175M -$37.7M -18% 16.5% 108% 5 0%
CWA
4668
Clarity Wealth Advisors
California
$175M -$35.7M -17% 17.2% 85.1% 77 20.78%
AFS
4669
Access Financial Services
Minnesota
$175M -$35.6M -17% 11.1% 44.8% 120 26.67%
VIM
4670
VELA Investment Management
Ohio
$175M +$15.4M +10% 11.4% 56.8% 140 21.43%
SCGDR
4671
Sharp Capital Gestora de Recursos
Brazil
$175M -$38.2M -18% 31.1% 61.4% 16 37.5%
GI
4672
GS Investments
Minnesota
$174M -$2.48M -1% 15.3% 94.1% 161 9.32%
BFS
4673
Burrus Financial Services
Utah
$174M -$21.5M -11% 11.1% 30.2% 11 18.18%
PO
4674
Paradigm Operations
California
$174M -$309M -64% 75.2% 230% 1 0%
BW
4675
Bison Wealth
Georgia
$174M -$21.9M -11% 11.9% 37.4% 382 19.63%