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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
PWMG
4851
Private Wealth Management Group
New Jersey
$261M +$8.01M +3% 0.24% 1,597 11.77%
SPIO
4852
Seven Post Investment Office
California
$261M -$400M -61% 4.8% 52.6% 55 40%
KFSC
4853
Keystone Financial Services (Colorado)
Colorado
$261M +$3.31M +1% 0.36% 66% 108 15.74%
ISFAN
4854
Investor's Fiduciary Advisor Network
Washington
$261M 0.08% 199
CPM
4855
Crescent Park Management
California
$261M +$9.91M +4% 18.9% 87% 38 21.05%
SPI
4856
Santori & Peters Inc
Pennsylvania
$261M +$9.01M +4% 2.68% 88% 68 7.35%
T
4857
Tidemark
California
$261M +$17.3M +7% 0.03% 697 20.8%
JCA
4858
Juniper Capital Advisors
Texas
$261M -$39.5M -13% 13.1% 1 0%
SWM
4859
Silverlake Wealth Management
Vermont
$261M -$3.05M -1% 0.17% 64.5% 291 12.03%
RW
4860
Rede Wealth
Virginia
$261M -$486K -0.2% 0.56% 80.9% 106 5.66%
SFS
4861
Shaker Financial Services
Virginia
$261M -$4.31M -2% 3.13% 13.1% 185 20%
AP
4862
Affinity Partners
Florida
$261M 0.82% 1
BMWM
4863
Brown Miller Wealth Management
Virginia
$261M +$3.47M +1% 2.18% 102% 134 15.67%
ACM
4864
Aurdan Capital Management
Pennsylvania
$261M 2.07% 80
HP
4865
Hound Partners
New York
$260M -$139M -35% 2.44% 19.7% 23 43.48%
HCM
4866
Highview Capital Management
Illinois
$260M +$14.4M +6% 4.28% 123% 130 22.31%
4WM
4867
44 Wealth Management
Oregon
$260M -$24M -8% 2.14% 202 9.41%
GC
4868
GPI Capital
New York
$260M -$78.9M -23% 6.27% 261% 5 20%
JGIA
4869
Jackson Grant Investment Advisers
Connecticut
$260M -$7.49M -3% 1.12% 54.3% 409 5.62%
MIM
4870
MTM Investment Management
South Carolina
$260M +$3.03M +1% 2.74% 80.5% 282 9.93%
C1AG
4871
Client 1st Advisory Group
Florida
$260M +$8.22M +3% 0.74% 57.4% 137 14.6%
HZ
4872
Hixon Zuercher
Ohio
$260M +$4.6M +2% 1.47% 87.5% 79 3.8%
EFH
4873
Eaton Financial Holdings
Florida
$260M +$14M +6% 1.79% 68 16.18%
EC
4874
ECP ControlCo
New Jersey
$260M -$69.1M -21% 11.3% 42.5% 6 33.33%
RCM
4875
Raleigh Capital Management
North Carolina
$259M +$116K +0% 0.64% 71.8% 1,078 12.99%