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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
PWM
5626
Purus Wealth Management
California
$145M -$14.9M -9% 6.48% 156% 128 21.88%
VCS
5627
Vaughan & Co Securities
New Jersey
$145M -$2.77M -2% 3.58% 65.6% 60 11.67%
RCP
5628
Rho Capital Partners
New York
$145M -$9.52M -6% 4.7% 5 0%
TCM
5629
Tandem Capital Management
New Jersey
$145M -$28.9M -17% 5.66% 120% 104 22.12%
BBW
5630
Blue Barn Wealth
Utah
$144M -$3.55M -2% 4.77% 46.4% 134 15.67%
RIG
5631
Ramiah Investment Group
Wisconsin
$144M -$3.81M -3% 3.1% 55.3% 78 15.38%
MCM
5632
MKP Capital Management
New York
$144M -$1.61B -92% 24.7% 69.8% 35 97.14%
PIA
5633
Pinion Investment Advisors
Kansas
$144M -$4.11M -3% 2.8% 75.4% 178 20.79%
ASBI
5634
American State Bank (Iowa)
Iowa
$144M -$146K -0.1% 3.08% 138% 299 1.67%
CPC
5635
Consolidated Planning Corp
Georgia
$144M -$10.9M -7% 5.13% 82.3% 65 9.23%
CG
5636
Castellan Group
Kentucky
$144M -$171K -0.1% 4.04% 196% 76 26.32%
RCM
5637
Ratan Capital Management
Florida
$144M -$511M -78% 8.93% 616% 81 54.32%
CAAM
5638
Cornerstone Advisors Asset Management
Pennsylvania
$144M +$12.5M +9% 3.1% 41.2% 65 16.92%
MMX
5639
MV Management XI
California
$144M -$87.4M -38% 35.8% 4 0%
RCM
5640
Ravenstone Capital Management
$144M -$15.6M -10% 9.2% 63% 71 45.07%
ETCM
5641
Evolutionary Tree Capital Management
Virginia
$144M -$64.4M -31% 20.7% 139% 46 28.26%
HWM
5642
Heirloom Wealth Management
Colorado
$144M +$27.2M +23% 1.19% 70.6% 39 41.03%
LI
5643
Latigo Investments
Florida
$144M -$6.07M -4% 3.64% 56.6% 16 0%
XI
5644
XXEC Inc
Oklahoma
$144M +$26.6M +23% 9.84% 19.3% 25 8%
DJYG
5645
David J. Yvars Group
Florida
$144M -$18.2M -11% 5.8% 125% 97 34.02%
CFCI
5646
Comprehensive Financial Consultants Institutional
Indiana
$144M -$12.2M -8% 0.45% 70.2% 533 72.98%
CWP
5647
Corepath Wealth Partners
Arizona
$144M +$3.98M +3% 4.58% 56% 40 10%
PAG
5648
Powers Advisory Group
Illinois
$144M +$1.84M +1% 2.99% 44.1% 93 4.3%
BMCM
5649
Burns Matteson Capital Management
New York
$144M -$3.56M -2% 3.37% 144% 157 43.95%
MAM
5650
McCarthy Asset Management
California
$144M -$1.79M -1% 4.48% 346 5.49%