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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
VAM
5851
Verity Asset Management
North Carolina
$117M +$20M +21% 10.2% 79.7% 209 34.45%
LFG
5852
Leverty Financial Group
Wisconsin
$117M +$13.5M +13% 8.91% 51.4% 30 23.33%
APC
5853
Aristotle Pacific Capital
California
$117M +$52.7M +82% 1.77% 1.84% 7 14.29%
PWMA
5854
Pension & Wealth Management Advisors
Massachusetts
$117M 7.29% 44.7% 264
GAM
5855
GEM Asset Management
Michigan
$117M 8.34% 54.7% 71
CWM
5856
Cadence Wealth Management
Massachusetts
$117M +$10.2M +10% 11.2% 56.4% 30 16.67%
WWM
5857
Wolff Wiese Magana
California
$117M -$7.81M -6% 8.26% 136% 1,011 28.98%
PC
5858
Phoenician Capital
New York
$117M +$6.53M +6% 0.01% 41.1% 13 7.69%
SRC
5859
Samson Rock Capital
United Kingdom
$117M -$16.7M -12% 28.6% 156% 55 92.73%
PPW
5860
PACK Private Wealth
Minnesota
$117M +$10.3M +10% 9.13% 52.8% 37 10.81%
DWRES
5861
Divco West Real Estate Services
California
$116M 9.47% 22.3% 6
CCM
5862
Crestwood Capital Management
New York
$116M +$7.37M +7% 3.31% 203% 15 26.67%
RVM
5863
Robinson Value Management
Texas
$116M +$15.9M +16% 10.8% 70.8% 94 27.66%
LAM
5864
Lynch Asset Management
Pennsylvania
$116M +$4.73M +4% 10.3% 190% 54 9.26%
TWA
5865
Trellis Wealth Advisors
California
$116M 9.74% 57.2% 29
MWP
5866
Meredith Wealth Planning
Illinois
$116M 11.4% 66.3% 60
CRCM
5867
Crystal Rock Capital Management
Illinois
$116M +$19M +20% 10.8% 172% 29 20.69%
S2L
5868
Sparta 24 Ltd
Israel
$116M 10.1% 83.7% 13
S
5869
Systrade
Liechtenstein
$116M 16.3% 230% 9
CWM
5870
Chicago Wealth Management
Illinois
$116M +$11.6M +11% 6.33% 134% 43 32.56%
CH
5871
CVS Health
Rhode Island
$116M +$11.9M +11% 11.6% 48.7% 7 14.29%
BWS
5872
BCR Wealth Strategies
Alabama
$116M +$18.4M +19% 7.28% 42.2% 111 82.88%
D
5873
Dentgroup
Louisiana
$116M +$16.3M +16% 9.07% 53.6% 106 16.98%
DC
5874
Dantai Capital
Hong Kong
$116M 10.3% 5
DG
5875
Daventry Group
New York
$116M +$41.9M +57% 1.02% 26.2% 7 0%