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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
HPWM
5251
High Pines Wealth Management
Massachusetts
$146M +$13.1M +10% 0.01% 28.3% 44 15.91%
CCM
5252
Ciovacco Capital Management
Georgia
$146M +$6.35M +5% 0.22% 88.5% 30 26.67%
TWS
5253
Thomas W. Smith
$145M -$9.27M -6% 2.93% 8 0%
OFW
5254
Omnia Family Wealth
Florida
$145M -$11M -7% 1.54% 80.6% 75 18.67%
MWM
5255
Midwest Wealth Management
Indiana
$145M +$5.28M +4% 0.82% 102 8.82%
CCP
5256
Cassia Capital Partners
North Carolina
$145M +$12.3M +9% 0.82% 55% 137 92.7%
SFS
5257
Solitude Financial Services
Virginia
$145M +$7.29M +5% 2.2% 55.4% 43 11.63%
JA
5258
JVL Associates
Michigan
$145M +$89K +0.1% 0.57% 73.3% 37 0%
IWA
5259
IVC Wealth Advisors
Pennsylvania
$145M +$2.85M +2% 0.08% 70.8% 147 10.2%
PHM
5260
Prospect Hill Management
New Jersey
$145M +$6.69M +5% 4.93% 85.1% 17 0%
NPP
5261
New Potomac Partners
Maryland
$145M -$2.14M -1% 0.7% 37.2% 65 3.08%
FDS
5262
First Dallas Securities
Texas
$145M -$7.7M -5% 4.08% 163% 126 14.29%
CG
5263
Clarus Group
Texas
$145M +$11.2M +8% 1.74% 65.5% 115 9.57%
GAA
5264
Green Alpha Advisors
Colorado
$145M -$2.08M -1% 2.93% 267% 130 5.38%
PWM
5265
Purus Wealth Management
California
$145M +$5.75M +4% 0.16% 156% 108 20.37%
A
5266
Attestor
United Kingdom
$145M -$6.66M -4% 8.69% 55.7% 3 33.33%
TP
5267
Truvvo Partners
New York
$144M -$1.54M -1% 2.57% 21.1% 32 25%
SCA
5268
St. Clair Advisors
Ohio
$144M +$10.9M +8% 0.19% 64% 51 21.57%
CBT
5269
CoreFirst Bank & Trust
Kansas
$144M -$2.65M -2% 1.11% 61.4% 453 3.09%
PCM
5270
Pointe Capital Management
Michigan
$144M +$2.03M +1% 0.23% 62.6% 153 7.19%
PIM
5271
Profit Investment Management
Maryland
$144M -$45.4M -24% 1.27% 101% 90 3.33%
PWA
5272
Providence Wealth Advisors
Illinois
$144M -$2.76M -2% 0.83% 112% 100 9%
SCM
5273
Solas Capital Management
Connecticut
$144M +$1.18M +0.8% 4.14% 62.5% 27 18.52%
AIC
5274
Aurora Investment Counsel
Georgia
$144M +$497K +0.3% 0.02% 31.7% 135 20%
PGM
5275
Parian Global Management
New York
$143M -$89.6M -38% 13.5% 65.2% 62 77.42%