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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
NEGWA
4701
New England Guild Wealth Advisors
Connecticut
$184M +$6.53M +4% 4.78% 6.04% 71 7.04%
AIM
4702
Alerce Investment Management
Illinois
$184M -$41.8M -18% 16.2% 25.1% 7 0%
BOCM
4703
Bontempo Ohly Capital Management
Maryland
$184M +$5.43M +3% 4.16% 41.5% 32 0%
SJIM
4704
St. Johns Investment Management
Florida
$184M +$10.4M +6% 6.85% 67.1% 213 21.13%
UWM
4705
USAdvisors Wealth Management
Minnesota
$184M -$22.7M -11% 4.62% 43.9% 113 18.58%
RCM
4706
Robinson Capital Management
Michigan
$184M -$2.81M -2% 3.99% 1.5% 191 52.36%
CWP
4707
Curated Wealth Partners
California
$184M +$20.9M +13% 14.3% 45.4% 152 12.5%
ACM
4708
Adalta Capital Management
New York
$184M +$10.3M +6% 5.48% 66.3% 103 12.62%
PWM
4709
PBMares Wealth Management
Virginia
$184M +$61.1M +50% 4.58% 67.7% 153 11.11%
MCM
4710
McMillion Capital Management
North Carolina
$184M +$12.6M +7% 7.13% 59.3% 86 8.14%
RP
4711
RBS Partners
Florida
$183M +$34.2M +23% 30.5% 210% 3 33.33%
JWM
4712
Jeppson Wealth Management
California
$183M +$15.2M +9% 6.94% 77.2% 151 8.61%
KPWG
4713
KFA Private Wealth Group
Virginia
$183M +$11.8M +7% 5.6% 44.8% 80 15%
OFS
4714
Oldfather Financial Services
Nebraska
$183M +$9.14M +5% 5.91% 60.8% 63 7.94%
SVI
4715
Strategic Vision Investment
Hong Kong
$183M +$121M +194% 9.87% 95.6% 23 56.52%
MSDF
4716
Michael & Susan Dell Foundation
New York
$183M +$34.5M +23% 22.8% 120% 3 0%
MPCG
4717
Matrix Private Capital Group
New York
$183M +$16.5M +10% 7% 56% 258 12.4%
KMWM
4718
Keudell/Morrison Wealth Management
Oregon
$183M +$10.3M +6% 7.71% 179 12.85%
NAM
4719
Nationwide Asset Management
Ohio
$183M +$39.3M +27% 4% 7.81% 18 50%
ITIM
4720
Indiana Trust & Investment Management
Indiana
$183M -$4.64M -2% 3.52% 104% 119 5.88%
VAM
4721
Verity Asset Management
North Carolina
$183M +$14.9M +9% 5.75% 68.4% 259 30.12%
SCM
4722
Salem Capital Management
Massachusetts
$182M +$14.5M +9% 5.64% 32.3% 78 8.97%
WFA
4723
Wade Financial Advisory
California
$182M +$24.2M +15% 6.13% 15.9% 71 4.23%
SIM
4724
Spark Investment Management
New York
$182M +$33.2M +22% 19.8% 337% 46 13.04%
TC
4725
Truvestments Capital
Florida
$182M +$5.25M +3% 5.99% 86.7% 715 18.88%