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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
SPW
5976
Surience Private Wealth
Washington
$114M -$8.36M -7% 3.07% 168% 31 51.61%
HM
5977
Harvest Management
New York
$114M -$56.8M -33% 9.71% 609% 78 70.51%
4WM
5978
4J Wealth Management
Virginia
$114M -$4.54M -4% 2.73% 68.2% 80 8.75%
MCA
5979
Maryland Capital Advisors
Maryland
$114M -$7.08M -6% 3.8% 197 5.08%
HCWM
5980
Harrison & Co Wealth Management
Virginia
$114M -$4.64M -4% 3.68% 83 7.23%
RCM
5981
Rain Capital Management
Oregon
$114M -$10.7M -9% 3.79% 18.2% 48 4.17%
DWM
5982
Defined Wealth Management
Oregon
$114M -$8.57M -7% 3.95% 54.4% 102 15.69%
MC
5983
Mayar Capital
United Kingdom
$114M +$8.08M +8% 5.71% 14.7% 14 14.29%
HA
5984
Hofer & Associates
California
$114M +$3.17M +3% 1.88% 54.2% 52 3.85%
PC
5985
Pavadi Capital
New York
$113M -$18.3M -14% 6.6% 27 25.93%
HPM
5986
Hudson Portfolio Management
New York
$113M +$316K +0.3% 1.12% 110 9.09%
P
5987
Palladiem
Pennsylvania
$113M -$11.1M -9% 3.49% 70 30%
VWA
5988
VERITY Wealth Advisors
United States
$113M -$7.24M -6% 5.26% 59.9% 67 7.46%
ABLA
5989
Alan B. Lancz & Associates
Ohio
$113M -$1.28M -1% 0.94% 162 17.28%
KIP
5990
Kayak Investment Partners
California
$113M -$135M -54% 18.5% 27% 25 28%
BCM
5991
Barrier Capital Management
California
$113M -$4.88M -4% 12% 151% 15 20%
MADR
5992
Milestones Administradora de Recursos
Brazil
$113M +$8.09M +8% 5.93% 114% 14 28.57%
CCM
5993
Ciovacco Capital Management
Georgia
$113M -$53M -32% 4.99% 67.4% 33 33.33%
MA
5994
McBroom & Associates
Nevada
$113M -$20M -15% 6.92% 123% 32 18.75%
WFS
5995
Widmann Financial Services
Maryland
$113M -$8.48M -7% 1.95% 62.4% 504 82.34%
BWM
5996
Birchcreek Wealth Management
Ohio
$113M -$1.79M -2% 3.57% 54.9% 123 13.01%
NWA
5997
Navis Wealth Advisors
New York
$113M -$6.07M -5% 4.7% 142% 109 9.17%
4FG
5998
4Thought Financial Group
New York
$113M -$11.1M -9% 5.87% 31% 101 3.96%
CC
5999
Copperleaf Capital
North Carolina
$113M -$3.07M -3% 4.58% 102% 60 5%
JCA
6000
January Capital Advisors
California
$113M -$13.2M -10% 1.63% 52 32.69%