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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
BM
4976
Bridger Management
New York
$222M -$39M -15% 13.9% 103% 38 39.47%
LWMM
4977
Legacy Wealth Management (Mississippi)
Mississippi
$222M +$14.4M +7% 9.47% 89.1% 74 9.46%
WCM
4978
Wunderlich Capital Managemnt
Tennessee
$222M -$659K -0.3% 8.68% 33.6% 107 7.48%
ACM
4979
Ategra Capital Management
Virginia
$222M -$6.02M -3% 1.51% 114% 98 14.29%
RWM
4980
Revisor Wealth Management
Ohio
$221M +$134M +155% 6.45% 62.8% 205 44.88%
SCM
4981
Stonehearth Capital Management
Massachusetts
$221M +$17.4M +9% 8.6% 80.7% 83 16.87%
PWMG
4982
Private Wealth Management Group
New Jersey
$221M +$17.2M +8% 4.67% 1,613 12.9%
AWM
4983
Ameliora Wealth Management
Switzerland
$221M +$19.2M +10% 6.99% 70.1% 207 16.91%
IP
4984
Investment Partners
Ohio
$221M +$17.4M +9% 8.29% 74.1% 145 10.34%
TCB
4985
Texas Capital Bancshares
Texas
$221M +$32.8M +17% 22.8% 175% 84 9.52%
LFA
4986
Level Financial Advisors
New York
$220M +$18.2M +9% 4.85% 41.5% 274 73.36%
GAM
4987
Grandview Asset Management
Pennsylvania
$220M +$29.8M +16% 21.4% 172% 113 7.08%
VCIM
4988
Velan Capital Investment Management
Georgia
$220M +$48.9M +29% 104% 2,395% 27 48.15%
EMCIP
4989
Ewing Morris & Co Investment Partners
Ontario, Canada
$220M +$80.1M +57% 1.26% 63.5% 36 16.67%
CFG
4990
Clayton Financial Group
Missouri
$220M +$59.1M +37% 7.37% 106 66.04%
SWMG
4991
Signature Wealth Management Group
Georgia
$220M +$3.48M +2% 4.93% 105 9.52%
LM
4992
Luminus Management
Texas
$220M -$142M -39% 4.08% 8.7% 35 65.71%
SCG
4993
Sonata Capital Group
Washington
$220M +$18.8M +9% 7.56% 57.4% 114 7.02%
DI
4994
DAGCO Inc
Ohio
$220M +$111M +102% 8.22% 66.5% 396 82.83%
DR
4995
Davis Rea
Ontario, Canada
$220M +$24.2M +12% 9.51% 45.7% 39 17.95%
PHAM
4996
Palisades Hudson Asset Management
Florida
$220M +$13.3M +6% 6.91% 66.8% 101 10.89%
HP
4997
Harbourvest Partners
Massachusetts
$219M -$79.2M -27% 13.1% 8.96% 53 9.43%
BWL
4998
Beacon Wealthcare LLC
North Carolina
$219M +$11.4M +5% 5.46% 42% 19 15.79%
EA
4999
Eclectic Associates
California
$219M +$10.7M +5% 5.8% 49.7% 92 9.78%
WF
5000
Whelan Financial
California
$219M +$4.7M +2% 5.26% 57.9% 44 20.45%