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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
PWM
4876
Provident Wealth Management
Tennessee
$170M +$5.06M +3% 8.67% 53.3% 97 11.34%
PFT
4877
Providence First Trust
Arizona
$170M +$6.19M +4% 7.52% 64.1% 146 41.1%
RM
4878
Radcliff Management
New York
$170M -$3.44M -2% 6.02% 47.6% 2 0%
UID
4879
Union Investments & Development
Israel
$170M -$51.8M -23% 2.37% 17% 64 29.69%
HFA
4880
Highland Financial Advisors
New Jersey
$170M +$25.7M +18% 7.79% 63.3% 62 38.71%
IB
4881
Iyo Bank
Japan
$170M -$16.8M -9% 3.29% 125% 32 9.38%
FC
4882
Fusion Capital
South Carolina
$170M +$16.3M +11% 11.1% 100% 76 10.53%
HIP
4883
HPS Investment Partners
New York
$170M +$59.5M +54% 31.4% 55.9% 8 12.5%
WVP
4884
Worth Venture Partners
New Jersey
$169M +$6.16M +4% 7.89% 105% 221 46.15%
VCG
4885
Vantage Consulting Group
Virginia
$169M -$1.78M -1% 8.35% 261% 233 17.6%
BIMC
4886
Benson Investment Management Company
Virginia
$169M +$27.4M +19% 10.6% 91.6% 73 61.64%
TPW
4887
Tiller Private Wealth
Pennsylvania
$169M +$13.9M +9% 11.5% 53.5% 50 12%
BFA
4888
Bill Few Associates
Pennsylvania
$169M +$21.6M +15% 11.7% 81.8% 132 14.39%
FPGT
4889
Financial Partners Group (Tennessee)
Tennessee
$169M 13.8% 69
MIM
4890
Meros Investment Management
Texas
$169M +$72.3M +75% 18% 102% 40 12.5%
WA
4891
Watchtower Advisors
Connecticut
$169M +$40.5M +31% 25% 384% 17 64.71%
VC
4892
Veery Capital
Delaware
$169M +$12.9M +8% 7.7% 57.1% 74 8.11%
BWM
4893
BNC Wealth Management
Oregon
$169M +$3.81M +2% 10.4% 193% 119 28.57%
UFG
4894
United Fire Group
Iowa
$169M +$19.6M +13% 13.9% 27.4% 46 0%
AFWM
4895
AMJ Financial Wealth Management
Virginia
$169M +$15.2M +10% 9.68% 167% 62 32.26%
AWM
4896
Aevitas Wealth Management
Massachusetts
$169M +$35.9M +27% 7.3% 36.4% 118 11.86%
GSIAS
4897
Garden State Investment Advisory Services
New Jersey
$169M 6.36% 94% 198
CIP
4898
Convergence Investment Partners
Florida
$169M +$15.6M +10% 13.7% 284% 253 40.32%
LWMM
4899
Legacy Wealth Management (Mississippi)
Mississippi
$169M +$20.5M +14% 7.83% 89.1% 78 11.54%
SKK
4900
Shepherd Kaplan Krochuk
Massachusetts
$169M -$31.1M -16% 7.05% 38.5% 155 59.35%