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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
PRI
6001
Prepared Retirement Institute
Pennsylvania
$235M +$33.4M +17% 9.74% 96 19.79%
MWA
6002
MN Wealth Advisors
Kansas
$235M +$29.3M +14% 14.2% 141 17.02%
BOCM
6003
Bontempo Ohly Capital Management
Maryland
$235M +$13.2M +6% 8.07% 49.6% 34 2.94%
AC
6004
AMANSA Capital
Singapore
$235M +$48.2M +26% 27.7% 115% 2 0%
CPI
6005
Crestview Partners II
New York
$235M -$106M -31% 27.8% 157% 3 0%
PIM
6006
Peregrine Investment Management
Ontario, Canada
$235M +$108M +85% 78.3% 31 51.61%
CWP
6007
Core Wealth Partners
California
$235M +$19.6M +9% 15.3% 63.8% 205 19.02%
LPP
6008
Long Path Partners
Connecticut
$235M +$14.5M +7% 7.95% 9.18% 10 10%
SIA
6009
Serenity Investment Advisors
Illinois
$235M +$20.9M +10% 13.4% 79 10.13%
TWM
6010
Trevian Wealth Management
Massachusetts
$235M +$32M +16% 15.1% 94.1% 45 4.44%
KIM
6011
Kane Investment Management
California
$235M +$40.2M +21% 27.3% 113 23.89%
NCMW
6012
Northern Capital Management (Washington)
Washington
$235M +$35.1M +18% 17.4% 80% 56 10.71%
NAC
6013
NI Acquisitions Company
Pennsylvania
$234M 12.1% 112
CWA
6014
Cura Wealth Advisors
Illinois
$234M +$10.8M +5% 8.16% 146 17.81%
KIG
6015
Kessler Investment Group
Indiana
$234M +$22.9M +11% 32% 218% 89 20.22%
AWA
6016
Aletheian Wealth Advisors
Washington
$234M +$29M +14% 11% 111 14.41%
ACM
6017
Ariose Capital Management
Hong Kong
$234M +$85.2M +57% 137% 1,745% 30 86.67%
RCAP
6018
Resolute Capital Asset Partners
Colorado
$234M +$44M +23% 18.2% 657% 65 63.08%
ONSWM
6019
Old North State Wealth Management
North Carolina
$234M +$17.9M +8% 11.5% 76.7% 120 13.33%
F4L
6020
Fortune 45 LLC
Louisiana
$234M +$28.7M +14% 18.7% 78.9% 43 25.58%
RCM
6021
Richardson Capital Management
Wisconsin
$234M +$26.9M +13% 14.5% 398 39.95%
CI
6022
Carroll Investors
South Carolina
$234M +$47M +25% 45.1% 241% 34 17.65%
PPA
6023
Pilgrim Partners Asia
Singapore
$234M -$11.6M -5% 15.7% 146 39.73%
WB
6024
West Bancorporation
Iowa
$234M +$33.4M +17% 13.2% 64.4% 103 12.62%
BSCCG
6025
Blue Sky Capital Consultants Group
California
$234M +$24.2M +12% 19.3% 84 21.43%