We are live on ! Find out more

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 Avg Holding
Period (Yrs)
UWM
4801
USAdvisors Wealth Management
Minnesota
$184M -$22.7M -11% 4.62% 55% 113 18.58% 1
RCM
4802
Robinson Capital Management
Michigan
$184M -$2.81M -2% 3.99% 7.8% 191 52.36% 0.6
CWP
4803
Curated Wealth Partners
California
$184M +$20.9M +13% 14.3% 39.9% 152 12.5% 0.4
ACM
4804
Adalta Capital Management
New York
$184M +$10.3M +6% 5.48% 80.4% 103 12.62% 1.9
PWM
4805
PBMares Wealth Management
Virginia
$184M +$61.1M +50% 4.58% 67.7% 153 11.11% 1
MCM
4806
McMillion Capital Management
North Carolina
$184M +$12.6M +7% 7.13% 59.3% 86 8.14% 4.4
RP
4807
RBS Partners
Florida
$183M +$34.2M +23% 30.5% 210% 3 33.33% 5
JWM
4808
Jeppson Wealth Management
California
$183M +$15.2M +9% 6.94% 91.6% 151 8.61% 0.7
KPWG
4809
KFA Private Wealth Group
Virginia
$183M +$11.8M +7% 5.6% 62.8% 80 15% 1.1
OFS
4810
Oldfather Financial Services
Nebraska
$183M +$9.14M +5% 5.91% 60.8% 63 7.94% 1.3
SVI
4811
Strategic Vision Investment
Hong Kong
$183M +$121M +194% 9.87% 95.6% 23 56.52% 0.3
Michael & Susan Dell Foundation
4812
Michael & Susan Dell Foundation
New York
$183M +$34.5M +23% 22.8% 238% 3 0% 0.8
MPCG
4813
Matrix Private Capital Group
New York
$183M +$16.5M +10% 7% 62.5% 258 12.4% 1
KMWM
4814
Keudell/Morrison Wealth Management
Oregon
$183M +$10.3M +6% 7.71% – 179 12.85% 1.7
NAM
4815
Nationwide Asset Management
Ohio
$183M +$39.3M +27% 4% 8.56% 18 50% 0.7
ITIM
4816
Indiana Trust & Investment Management
Indiana
$183M -$4.64M -2% 3.52% 104% 119 5.88% 5.9
VAM
4817
Verity Asset Management
North Carolina
$183M +$14.9M +9% 5.75% 79.7% 259 30.12% 1.3
SCM
4818
Salem Capital Management
Massachusetts
$182M +$14.5M +9% 5.64% 32.3% 78 8.97% 5
WFA
4819
Wade Financial Advisory
California
$182M +$24.2M +15% 6.13% 15.9% 71 4.23% 1.3
SIM
4820
Spark Investment Management
New York
$182M +$33.2M +22% 19.8% 459% 46 13.04% 0.8
TC
4821
Truvestments Capital
Florida
$182M +$5.25M +3% 5.99% 131% 715 18.88% 0.9
GIP
4822
General Industrial Partners
United Kingdom
$182M -$5.03M -3% 3.47% – 16 75% 0.2
PKC
4823
Palmer Knight Company
Florida
$182M +$8.23M +5% 9.54% 78.9% 28 3.57% 2
GAM
4824
Grandview Asset Management
Pennsylvania
$182M -$5.65M -3% 12.5% 172% 533 80.11% 0.9
BWCS
4825
Beirne Wealth Consulting Services
Connecticut
$182M +$11.6M +7% 5.82% 75.4% 117 11.11% 1.4