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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
VWMG
5976
Virginia Wealth Management Group
Virginia
$112M +$657K +0.6% 60
CWM
5977
CarsonAllaria Wealth Management
Illinois
$112M -$1.38M -1% 380
MAM
5978
Madryn Asset Management
New York
$112M -$32.4M -22% 3
ALWM
5979
Andrews Lucia Wealth Management
California
$112M +$1.24M +1% 20
MHWM
5980
Montz Harcus Wealth Management
Louisiana
$111M -$2.74M -2% 57
PWM
5981
Penobscot Wealth Management
Maine
$111M -$6.25M -5% 68
EFG
5982
Erickson Financial Group
Pennsylvania
$111M -$4.9M -4% 26
RA
5983
Rise Advisors
New York
$111M +$6.09M +6% 687
PL
5984
Protective Life
Alabama
$111M -$3.07M -3% 15
AWA
5985
Archvest Wealth Advisors
California
$111M -$4.56M -4% 45
C
5986
CEDRUS
Colorado
$111M +$7.23M +7% 166
TC
5987
Tenret Company
Florida
$111M -$687K -0.6% 33
MCM
5988
Mork Capital Management
California
$111M -$36.7M -25% 116
HFAS
5989
Hummer Financial Advisory Services
Illinois
$111M -$7.74M -7% 107
BFA
5990
Buttonwood Financial Advisors
Maryland
$111M +$8.58M +8% 70
NICM
5991
Neo Ivy Capital Management
New York
$111M +$41.2M +59% 617
MWM
5992
Maripau Wealth Management
Indiana
$111M +$5.17M +5% 94
TIM
5993
Tevis Investment Management
Texas
$111M -$4.16M -4% 575
ACM
5994
Alethea Capital Management
Washington
$111M -$4.16M -4% 91
AAM
5995
American Asset Management
Florida
$111M -$3.01M -3% 9
BCIMC
5996
Boyu Capital Investment Management Company
Hong Kong
$110M -$6.3M -5% 4
WBCM
5997
Wilson & Boucher Capital Management
California
$110M -$630K -0.6% 112
WP
5998
Wealthspan Partners
Iowa
$110M -$2.87M -3% 71
CSIA
5999
Conrad Siegel Investment Advisors
Pennsylvania
$110M -$4.92M -4% 69
PHAM
6000
Portland Hill Asset Management
United Kingdom
$110M -$21.4M -16% 44