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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
CWP
4801
Curated Wealth Partners
California
$184M +$20.9M +13% 14.3% 48.7% 152 12.5%
ACM
4802
Adalta Capital Management
New York
$184M +$10.3M +6% 5.48% 80.4% 103 12.62%
PWM
4803
PBMares Wealth Management
Virginia
$184M +$61.1M +50% 4.58% 67.7% 153 11.11%
MCM
4804
McMillion Capital Management
North Carolina
$184M +$12.6M +7% 7.13% 59.3% 86 8.14%
RP
4805
RBS Partners
Florida
$183M +$34.2M +23% 30.5% 210% 3 33.33%
JWM
4806
Jeppson Wealth Management
California
$183M +$15.2M +9% 6.94% 91.6% 151 8.61%
KPWG
4807
KFA Private Wealth Group
Virginia
$183M +$11.8M +7% 5.6% 57.5% 80 15%
OFS
4808
Oldfather Financial Services
Nebraska
$183M +$9.14M +5% 5.91% 60.8% 63 7.94%
SVI
4809
Strategic Vision Investment
Hong Kong
$183M +$121M +194% 9.87% 95.6% 23 56.52%
MSDF
4810
Michael & Susan Dell Foundation
New York
$183M +$34.5M +23% 22.8% 238% 3 0%
MPCG
4811
Matrix Private Capital Group
New York
$183M +$16.5M +10% 7% 62.5% 258 12.4%
KMWM
4812
Keudell/Morrison Wealth Management
Oregon
$183M +$10.3M +6% 7.71% 179 12.85%
NAM
4813
Nationwide Asset Management
Ohio
$183M +$39.3M +27% 4% 8.56% 18 50%
ITIM
4814
Indiana Trust & Investment Management
Indiana
$183M -$4.64M -2% 3.52% 104% 119 5.88%
VAM
4815
Verity Asset Management
North Carolina
$183M +$14.9M +9% 5.75% 79.7% 259 30.12%
SCM
4816
Salem Capital Management
Massachusetts
$182M +$14.5M +9% 5.64% 32.3% 78 8.97%
WFA
4817
Wade Financial Advisory
California
$182M +$24.2M +15% 6.13% 15.9% 71 4.23%
SIM
4818
Spark Investment Management
New York
$182M +$33.2M +22% 19.8% 459% 46 13.04%
TC
4819
Truvestments Capital
Florida
$182M +$5.25M +3% 5.99% 131% 715 18.88%
GIP
4820
General Industrial Partners
United Kingdom
$182M -$5.03M -3% 3.47% 16 75%
PKC
4821
Palmer Knight Company
Florida
$182M +$8.23M +5% 9.54% 78.9% 28 3.57%
GAM
4822
Grandview Asset Management
Pennsylvania
$182M -$5.65M -3% 12.5% 172% 533 80.11%
BWCS
4823
Beirne Wealth Consulting Services
Connecticut
$182M +$11.6M +7% 5.82% 75.4% 117 11.11%
FCCM
4824
First City Capital Management
Georgia
$182M +$9.31M +5% 6.24% 76.5% 175 5.71%
CFP
4825
Curran Financial Partners
South Carolina
$182M +$42.8M +31% 6.08% 49.4% 65 13.85%