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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
VW
4676
Vance Wealth
California
$186M +$25.8M +16% 7.42% 55.3% 78 11.54%
SCM
4677
Stonehearth Capital Management
Massachusetts
$186M +$8.34M +5% 4.04% 80.7% 79 20.25%
CPA
4678
Capital Performance Advisors
California
$186M +$11.9M +7% 5.74% 61.5% 55 10.91%
OWIM
4679
Old West Investment Management
California
$186M +$26M +16% 5.49% 235% 60 36.67%
SPI
4680
Santori & Peters Inc
Pennsylvania
$186M +$15.2M +9% 3.18% 88% 55 20%
LWA
4681
Lowe Wealth Advisors
Maryland
$186M +$4.79M +3% 5.29% 63.3% 367 7.08%
PFP
4682
Patriot Financial Partners
Pennsylvania
$186M -$90.4M -33% 22.1% 16.6% 11 9.09%
RIP
4683
RAM Investment Partners
Washington
$186M +$23.2M +14% 7.3% 53.4% 52 15.38%
SC
4684
Sawyer & Company
Massachusetts
$186M -$17.4M -9% 3.84% 97.4% 189 7.94%
MMM
4685
Mendel Money Management
Illinois
$186M +$9.88M +6% 6.03% 55.5% 125 6.4%
CCM
4686
Consolidated Capital Management
California
$186M +$18M +11% 19% 159% 61 26.23%
WFG
4687
Wills Financial Group
Virginia
$186M +$6.08M +3% 4.55% 51.7% 68 20.59%
KFO
4688
Kopp Family Office
Minnesota
$186M +$19.4M +12% 15.3% 34% 23 4.35%
FFG
4689
Fullen Financial Group
Ohio
$185M +$9.37M +5% 4.11% 28.4% 59 0%
EW
4690
Evexia Wealth
Wisconsin
$185M 4.48% 87.7% 38
AIM
4691
Atlantic Investment Management
New York
$185M +$587K +0.3% 6.28% 34% 13 61.54%
VCM
4692
Verger Capital Management
North Carolina
$185M +$7.08M +4% 4.55% 53.1% 35 11.43%
NIA
4693
NIA Impact Advisors
California
$185M +$13M +8% 11.1% 64 15.63%
CWM
4694
Core Wealth Management
Florida
$185M +$8.13M +5% 4.5% 41.1% 20 15%
FC
4695
FACT Capital
New York
$185M +$13.3M +8% 18.8% 169% 15 40%
QT
4696
Quantamental Technologies
New York
$185M -$33.8M -15% 7.2% 24.2% 667 73.91%
AFC
4697
Adaptive Financial Consulting
Ohio
$185M +$10.6M +6% 4.08% 26.8% 16 0%
NG
4698
NatWest Group
United Kingdom
$185M +$9.05M +5% 10.3% 186% 57 22.81%
KA
4699
Kooman & Associates
Pennsylvania
$185M +$83.4M +82% 5.23% 59.9% 43 11.63%
CCM
4700
Cota Capital Management
California
$185M -$577K -0.3% 11.7% 46% 12 8.33%