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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
CIM
5601
Courant Investment Management
Tennessee
$119M -$1.54M -1% 2.74% 33.5% 11 9.09%
NWA
5602
Navis Wealth Advisors
New York
$119M -$10.1M -8% 4.01% 107% 121 23.97%
PWM
5603
Provident Wealth Management
Tennessee
$119M +$28.6M +32% 5.14% 53.3% 79 18.99%
CP
5604
Clayton Partners
California
$119M +$15.5M +15% 8.9% 109% 42 28.57%
SPG
5605
Snow Phipps Group
New York
$119M 32.1% 89.2% 2
SWM
5606
Salvus Wealth Management
New Jersey
$119M +$11.6M +11% 8.2% 104% 98 17.35%
NED
5607
Nancy E. Dempze
$119M +$5.47M +5% 7.06% 83.1% 71 11.27%
WFA
5608
Wells Financial Advisors
Massachusetts
$119M +$7.09M +6% 6.37% 54% 62 1.61%
ACM
5609
Avalon Capital Management
California
$119M +$11.1M +10% 7.37% 151% 36 47.22%
CWM
5610
Cadence Wealth Management
Massachusetts
$118M +$7.77M +7% 5.83% 56.4% 39 30.77%
CCA
5611
Cruiser Capital Advisors
Connecticut
$118M +$6.75M +6% 5.23% 192% 63 34.92%
PWM
5612
Pacific Wealth Management
California
$118M +$1.99M +2% 5.63% 68.9% 13 38.46%
SMC
5613
S. Muoio & Co
New York
$118M +$24.6M +26% 12.8% 327% 115 45.22%
HIP
5614
HPS Investment Partners
New York
$118M -$23.2M -16% 22.3% 55.9% 5 40%
GAM
5615
GVO Asset Management
Switzerland
$118M +$18.5M +19% 18.8% 71.2% 68 14.71%
SWA
5616
Safir Wealth Advisors
New Hampshire
$118M +$8.77M +8% 4.83% 46.4% 14 14.29%
VFG
5617
V2 Financial group
Illinois
$118M +$6.84M +6% 6.76% 63.3% 61 13.11%
YSP
5618
Yarra Square Partners
New York
$118M -$4.8M -4% 7.25% 55.9% 21 28.57%
FSCP
5619
Franklin Street Capital Partners
New York
$118M -$7.82M -6% 3.66% 56 58.93%
GWA
5620
GGM Wealth Advisors
Maryland
$118M -$7.56M -6% 6.54% 25.9% 93 9.68%
NCMW
5621
Northern Capital Management (Washington)
Washington
$118M +$7.66M +7% 6.8% 80% 44 9.09%
NTIMCH
5622
New Thinking Investment Management Company (HK)
Hong Kong
$118M 31.4% 5
RRC
5623
Relaxing Retirement Coach
Massachusetts
$118M +$30.1M +34% 3.8% 28.6% 47 8.51%
RA
5624
Raffles Associates
New York
$118M +$19.3M +20% 7.33% 50% 51 37.25%
CMF
5625
Counterpoint Mutual Funds
California
$117M 1.5% 66.2% 159