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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
AWM
5226
Altus Wealth Management
Kentucky
$129M +$20.1M +19% 12.1% 68.8% 35 11.43%
SIS
5227
SVB Investment Services
Utah
$129M +$10.8M +9% 11.4% 65 10.77%
SAM
5228
Shone Asset Management
California
$129M +$16.6M +15% 13.4% 42 14.29%
WHCM
5229
Wolf Hill Capital Management
Connecticut
$129M 64.6% 384% 21
LAI
5230
Legal Advantage Investments
California
$128M 21.3% 105% 96
DI
5231
DUMAC Inc
North Carolina
$128M 85.6% 35
KP
5232
Kuvari Partners
United Kingdom
$128M 57.6% 6
RCM
5233
Rain Capital Management
Oregon
$128M -$14.5M -10% 5.26% 18.2% 36 0%
MSWMA
5234
Market Street Wealth Management Advisors
Indiana
$128M +$16.4M +15% 16.4% 39.6% 43 4.65%
JIC
5235
Juniper Investment Company
New York
$128M +$33.6M +36% 43.4% 358% 12 33.33%
DIS
5236
Diversified Investment Strategies
Louisiana
$128M +$32M +33% 31.4% 86% 43 9.3%
LIM
5237
Loudon Investment Management
New Hampshire
$128M +$9.68M +8% 12.3% 61.6% 78 8.97%
MFS
5238
Monetta Financial Services
Illinois
$128M +$9.46M +8% 15% 275% 44 36.36%
WMP
5239
Wealth Management Partners
Arizona
$128M 13.6% 179% 123
AGP
5240
Akaris Global Partners
New York
$128M +$14M +12% 25% 35% 26 53.85%
FNWM
5241
Financial Network Wealth Management
Utah
$128M 10.3% 96
WWP
5242
Waypoint Wealth Partners
California
$128M 15% 52.1% 35
SFMG
5243
Sage Financial Management Group
Virginia
$127M 11.4% 47.3% 30
HWMG
5244
Hurlow Wealth Management Group
Indiana
$127M +$18.2M +17% 12.1% 55.8% 95 9.47%
CFG
5245
CMC Financial Group
Georgia
$127M +$24.7M +24% 19.2% 102% 30 46.67%
FWM
5246
ForthRight Wealth Management
Georgia
$127M 12.7% 44.6% 189
EGVF
5247
ESA Global Value Fund
Cayman Islands
$127M 7.91% 5
OPWM
5248
Oakwell Private Wealth Management
Texas
$127M 14.7% 63% 62
XI
5249
XXEC Inc
Oklahoma
$127M +$22.2M +21% 16.7% 19.3% 32 31.25%
CI
5250
Cordant Inc
Oregon
$127M +$8.81M +7% 8.35% 47% 70 22.86%