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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
AWMT
5226
AAFMAA Wealth Management & Trust
North Carolina
$242M +$21.6M +10% 8.65% 58.8% 86 15.12%
DWM
5227
Denver Wealth Management
Colorado
$242M +$22.5M +10% 9.18% 64.4% 93 12.9%
SCM
5228
Stonehearth Capital Management
Massachusetts
$241M -$187K -0.1% 8.99% 80.7% 102 23.53%
TAA
5229
Turiya Advisors Asia
Hong Kong
$241M +$176M +271% 12.8% 247% 4 75%
HFRG
5230
Houlihan Financial Resource Group
Virginia
$241M +$18.6M +8% 6.74% 50.6% 110 9.09%
ACC
5231
Acorn Creek Capital
Colorado
$241M +$40.5M +20% 8.05% 82 13.41%
TPW
5232
TL Private Wealth
Texas
$241M +$39M +19% 7.77% 46% 45 8.89%
HAM
5233
Hanwha Asset Management
South Korea
$241M +$22M +10% 11% 1 0%
CFLC
5234
California First Leasing Corp
California
$241M +$13.9M +6% 16.9% 377% 47 17.02%
UWS
5235
Unique Wealth Strategies
Illinois
$240M +$20.1M +9% 11.4% 243 41.98%
JHWEPV
5236
J.H. Whitney Equity Partners VII
Connecticut
$240M -$22.8M -9% 3.51% 407% 1 0%
WIA
5237
Wealthedge Investment Advisors
New York
$240M +$18.3M +8% 8.27% 207 44.44%
DIM
5238
DC Investments Management
Virginia
$240M +$45.4M +23% 12.3% 56.3% 115 12.17%
MDCM
5239
Morgan Dempsey Capital Management
Wisconsin
$240M -$554K -0.2% 0.07% 52.1% 161 19.88%
BPCM
5240
Beach Point Capital Management
California
$240M -$44.2M -16% 18.2% 110% 20 15%
NL
5241
NKCFO LLC
Illinois
$240M +$24.6M +11% 13.7% 211% 121 56.2%
SFPG
5242
Stonebridge Financial Planning Group
Florida
$240M +$20.5M +9% 9.82% 67.2% 168 5.95%
AFC
5243
Adaptive Financial Consulting
Ohio
$239M +$5.96M +3% 5.29% 33.4% 22 13.64%
MCAV
5244
Meritech Capital Associates V
California
$239M +$83.5M +54% 56.7% 133% 2 0%
ACA
5245
Ascension Capital Advisors
Texas
$239M +$20.5M +9% 10.9% 59.3% 42 21.43%
GCM
5246
Gunderson Capital Management
South Carolina
$239M +$83.9M +54% 35.7% 947% 54 59.26%
TWM
5247
Trueblood Wealth Management
Ohio
$239M +$23.6M +11% 8.43% 251 7.17%
LMC
5248
Lightspeed Management Company
California
$239M +$102M +75% 17.2% 10 50%
PWA
5249
Phoenix Wealth Advisors
North Carolina
$239M +$9.29M +4% 8.2% 60.1% 131 9.92%
EPW
5250
Evergreen Private Wealth
Colorado
$239M +$24.7M +12% 8.79% 295 37.97%