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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
CCM
4851
Cutter Capital Management
New York
$244M -$94.8M -28% 6.02% 38 73.68%
NWWA
4852
New Wave Wealth Advisors
Arkansas
$244M +$26.9M +12% 4.12% 717 80.33%
RIA
4853
Realta Investment Advisors
Delaware
$244M +$26.6M +12% 8.09% 126% 426 36.85%
ATIA
4854
American Trust Investment Advisors
New Hampshire
$244M -$457K -0.2% 2.79% 81.1% 115 10.43%
MVP
4855
Medina Value Partners
California
$244M -$22.7M -9% 8.5% 78.1% 21 52.38%
MAG
4856
Members Advisory Group
New York
$244M +$43.8M +22% 0.31% 70.6% 43 41.86%
BWM
4857
BKM Wealth Management
Wisconsin
$244M -$2.17M -0.9% 1.7% 168 9.52%
LCC
4858
Lincoln Capital Corp
Rhode Island
$244M -$1.34M -0.5% 0.88% 73.9% 92 16.3%
AIA
4859
Armor Investment Advisors
North Carolina
$243M +$1.91M +0.8% 0.07% 43.8% 166 10.24%
XSC
4860
X-Square Capital
Puerto Rico
$243M +$15.7M +7% 7.69% 112% 175 14.86%
BCM
4861
Beddow Capital Management
Wyoming
$243M -$727K -0.3% 2.85% 50.7% 60 5%
HRC
4862
Hoertkorn Richard Charles
$243M +$11.4M +5% 11.3% 172% 82 1.22%
PWM
4863
Prosperity Wealth Management
California
$243M -$7.08M -3% 9.01% 175% 254 40.55%
IP
4864
Investment Partners
Ohio
$243M +$2.67M +1% 0.43% 58.7% 155 10.97%
CRI
4865
Commonwealth Retirement Investments
Virginia
$243M +$4.34M +2% 1.56% 70.1% 102 13.73%
NA
4866
Nordwand Advisors
Pennsylvania
$243M -$131M -35% 0.95% 66.9% 147 23.13%
II
4867
INCA Investments
Florida
$243M +$8.25M +4% 10.8% 128% 11 18.18%
OWM
4868
OneAscent Wealth Management
Alabama
$243M -$20.9M -8% 1.07% 36.8% 196 28.06%
CFLC
4869
California First Leasing Corp
California
$243M +$12.6M +5% 10.5% 161% 46 8.7%
GBI
4870
GP Brinson Investments
Illinois
$242M -$1.99M -0.8% 0.38% 45.5% 16 0%
GSC
4871
G&S Capital
Colorado
$242M +$3.78M +2% 0.67% 77.2% 135 23.7%
MP
4872
Mediatel Partners
Texas
$242M -$23.4M -9% 8.57% 22.9% 3 0%
AWA
4873
Acorn Wealth Advisors
Michigan
$242M +$9.47M +4% 0.83% 53.6% 247 12.96%
OFW
4874
Omnia Family Wealth
Florida
$242M +$8.61M +4% 1.37% 80.6% 85 14.12%
TAM
4875
Tealwood Asset Management
Minnesota
$242M +$13.3M +6% 1.04% 121% 144 15.28%