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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
CWM
4951
Curi Wealth Management
North Carolina
$158M +$19.5M +14% 5.29% 16.2% 537 83.43%
GA
4952
GRS Advisors
Illinois
$158M -$62.3M -28% 9.83% 54.3% 34 52.94%
CCMU
4953
Cheyne Capital Management (UK)
United Kingdom
$158M -$39.9M -20% 0.57% 35.6% 144 71.53%
GWM
4954
Gray Wealth Management
Maine
$158M +$11.2M +8% 4.27% 22.1% 109 4.59%
AFS
4955
Amtrust Financial Services
New York
$158M -$47.8M -23% 5.45% 53.8% 116 67.24%
WMA
4956
Wealth Management Associates
New Jersey
$158M +$5.26M +3% 5.96% 111% 194 12.89%
IPW
4957
IronBridge Private Wealth
Texas
$157M +$22.1M +16% 7.83% 122% 291 21.99%
BCM
4958
Beddow Capital Management
Wyoming
$157M +$13.8M +10% 17.9% 50.7% 59 15.25%
RSC
4959
Red Spruce Capital
Pennsylvania
$157M +$13.3M +9% 8.49% 93.3% 93 7.53%
GC
4960
Grace Capital
Massachusetts
$157M -$1.09M -0.7% 6.84% 127% 268 28.36%
WCAMG
4961
Woodard & Company Asset Management Group
North Carolina
$157M -$5.84M -4% 6.6% 84.8% 114 21.93%
OPWM
4962
Oxinas Partners Wealth Management
Indiana
$157M +$22.5M +17% 8.5% 91.4% 153 32.03%
BWP
4963
Bernardo Wealth Planning
Pennsylvania
$157M -$102M -39% 2.44% 50.7% 175 58.29%
GAM
4964
Garrison Asset Management
Arkansas
$157M +$11.8M +8% 6.69% 52.1% 104 10.58%
DJYG
4965
David J. Yvars Group
Florida
$157M +$9.45M +6% 9.07% 125% 87 14.94%
AWS
4966
Arkfeld Wealth Strategies
Nebraska
$157M +$27M +21% 14.9% 83.9% 77 14.29%
JAM
4967
JLP Asset Management
New York
$157M +$5.1M +3% 6.94% 16.1% 34 8.82%
BSAM
4968
Blue Square Asset Management
New York
$157M +$6.91M +5% 4.54% 104% 82 7.32%
WPEP
4969
Walnut Private Equity Partners
Nebraska
$157M +$20.8M +15% 13.6% 60.6% 17 5.88%
CPC
4970
Consolidated Planning Corp
Georgia
$157M +$3.07M +2% 4.02% 82.3% 60 18.33%
APWM
4971
Atlas Private Wealth Management
New York
$157M +$16.2M +12% 3.39% 19.8% 440 20.91%
DCM
4972
Delta Capital Management
New Jersey
$157M +$13M +9% 9.6% 125% 85 16.47%
FFG
4973
Fullen Financial Group
Ohio
$156M +$8.91M +6% 3.99% 28.4% 58 3.45%
SAM
4974
Stewart Asset Management
New York
$156M -$8.4M -5% 2.32% 42.5% 28 10.71%
6F
4975
626 Financial
Michigan
$156M 6.23% 71.3% 106