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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
CWMU
5351
Caliber Wealth Management (Utah)
Utah
$141M +$3.49M +3% 12.6% 36.5% 85 29.41%
HS
5352
HighVista Strategies
Massachusetts
$141M +$6.43M +5% 5.41% 622% 161 50.31%
GBI
5353
GP Brinson Investments
Illinois
$141M +$18.8M +15% 8.59% 45.5% 17 11.76%
BRG
5354
Bay Rivers Group
Virginia
$141M +$12.2M +9% 8.34% 166% 75 13.33%
NMC
5355
Nine Masts Capital
Hong Kong
$141M +$14M +11% 0.95% 88.1% 46 69.57%
HS
5356
Horan Securities
United States
$141M +$21.7M +18% 6.58% 50.1% 499 17.84%
S
5357
swisspartners
Liechtenstein
$141M +$17.6M +14% 11.2% 90 22.22%
CPWM
5358
Cypress Point Wealth Management
Texas
$141M +$44.6M +46% 31.9% 226% 212 53.3%
MAM
5359
McCarthy Asset Management
California
$141M +$12.8M +10% 5.52% 470 24.26%
ACM
5360
Ascendant Capital Management
California
$141M +$26.5M +23% 11.5% 75 37.33%
SIAG
5361
Safeguard Investment Advisory Group
California
$140M +$28.4M +25% 6.55% 84.3% 87 16.09%
RHDIC
5362
R.H. Dinel Investment Counsel
California
$140M +$9.38M +7% 8.44% 34.1% 55 0%
ABP
5363
Arthur B. Page
$140M +$6.63M +5% 6.36% 40.4% 59 0%
WWM
5364
Wolff Wiese Magana
California
$140M +$12.2M +10% 8.05% 136% 899 20.36%
MWM
5365
Midwest Wealth Management
Indiana
$140M +$17M +14% 9.43% 99 11.11%
SG
5366
Somerset Group
Minnesota
$140M +$7.46M +6% 6.6% 84.6% 76 2.63%
CRI
5367
Colonial River Investments
Virginia
$140M +$16.1M +13% 6.98% 144% 155 16.77%
MPPW
5368
Mitchell & Pahl Private Wealth
Oklahoma
$140M +$10.9M +8% 6.88% 75.2% 158 6.96%
MPIM
5369
McGinn Penninger Investment Management
Virginia
$140M +$4.53M +3% 6.14% 51.9% 43 16.28%
MWA
5370
Motive Wealth Advisors
Michigan
$140M 6.59% 66% 75
M1FG
5371
Mach-1 Financial Group
Arkansas
$140M +$16.7M +14% 4.01% 83.4% 228 40.79%
RIG
5372
Ramiah Investment Group
Wisconsin
$140M +$6.62M +5% 6.21% 55.3% 92 16.3%
VCA
5373
VIEX Capital Advisors
Florida
$140M +$4.8M +4% 9.25% 30.6% 19 84.21%
BI
5374
Berkeley Inc
Idaho
$140M +$5.11M +4% 4.74% 40.9% 88 13.64%
WWMSC
5375
Wagner Wealth Management (South Carolina)
South Carolina
$140M +$12.2M +10% 5.2% 36.9% 736 15.63%