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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
EPW
5351
Evergreen Private Wealth
Colorado
$247M -$6.29M -2% 0.54% 95 13.68%
NF
5352
NavPoint Financial
Minnesota
$247M +$13.3M +6% 0.26% 75 9.33%
AB
5353
ANB Bank
Colorado
$247M -$4.8M -2% 0.18% 137 14.6%
PWS
5354
Peloton Wealth Strategists
Indiana
$247M -$10.8M -4% 2.32% 51.3% 100 24%
BFM
5355
Blacksheep Fund Management
Ireland
$247M +$1.24M +0.5% 15.7% 81.6% 8 0%
VWM
5356
Vivid Wealth Management
Iowa
$247M -$10.2M -4% 0.14% 73 21.92%
RC
5357
Resolute Capital
South Carolina
$247M +$7.61M +3% 1.1% 62 14.52%
HWA
5358
Hillcrest Wealth Advisors
New Jersey
$247M +$14.6M +6% 1.57% 55% 55 12.73%
FA
5359
FF Advisors
California
$247M +$22.3M +10% 1.67% 122 19.67%
VWA
5360
Valued Wealth Advisors
Utah
$247M +$19.4M +9% 2.46% 771 19.2%
IAM
5361
Iridian Asset Management
Connecticut
$247M -$24.9M -9% 5.75% 82.5% 48 22.92%
MICM
5362
Matthews International Capital Management
California
$246M -$82.9M -25% 0.05% 227% 47 36.17%
UWS
5363
Unique Wealth Strategies
Illinois
$246M -$10.3M -4% 1.92% 266 39.85%
VP
5364
Verisail Partners
Georgia
$246M +$3.02M +1% 0.11% 26 15.38%
ZEP
5365
Zeno Equity Partners
United Kingdom
$246M +$5.28M +2% 4.28% 16 50%
CI
5366
Cordant Inc
Oregon
$246M +$7.86M +3% 1.57% 47% 77 11.69%
FPW
5367
Flagship Private Wealth
Massachusetts
$246M -$8.03M -3% 2.87% 62.7% 118 12.71%
MPPW
5368
Mitchell & Pahl Private Wealth
Oklahoma
$246M +$5.37M +2% 5.45% 75.2% 146 2.74%
DB
5369
Dravo Bay
Delaware
$246M +$5.49M +2% 0.8% 45.2% 55 9.09%
HA
5370
Hanover Advisors
South Carolina
$246M -$11.5M -4% 2.51% 121 12.4%
WAP
5371
Wealth Analytics Partners
California
$246M -$9.07M -4% 3.08% 48 6.25%
VPA
5372
Vernal Point Advisors
California
$246M +$3.45M +1% 0.29% 23 8.7%
CSC
5373
Caldwell Sutter Capital
California
$246M +$10M +4% 5.39% 79.5% 913 6.24%
RPCONE
5374
Retirement Planning Company of New England
Rhode Island
$246M -$3.45M -1% 0.24% 117% 257 8.17%
MAMHA
5375
MY.Alpha Management HK Advisors
Hong Kong
$246M +$59.4M +32% 6.34% 261% 14 50%