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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 Avg Time
Held (Qtrs)
MWA
6026
MN Wealth Advisors
Kansas
$235M +$29.3M +14% 14.2% – 141 17.02% 6
BOCM
6027
Bontempo Ohly Capital Management
Maryland
$235M +$13.2M +6% 8.07% 49.6% 34 2.94% 17.6
AC
6028
AMANSA Capital
Singapore
$235M +$48.2M +26% 27.7% 115% 2 0% 12
CPI
6029
Crestview Partners II
New York
$235M -$106M -31% 27.8% 157% 3 0% 30.7
PIM
6030
Peregrine Investment Management
Ontario, Canada
$235M +$108M +85% 78.3% – 31 51.61% 2.5
CWP
6031
Core Wealth Partners
California
$235M +$19.6M +9% 15.3% 63.8% 205 19.02% 8.5
LPP
6032
Long Path Partners
Connecticut
$235M +$14.5M +7% 7.95% 9.18% 10 10% 6.9
SIA
6033
Serenity Investment Advisors
Illinois
$235M +$20.9M +10% 13.4% – 79 10.13% 1.7
TWM
6034
Trevian Wealth Management
Massachusetts
$235M +$32M +16% 15.1% 94.1% 45 4.44% 7.1
KIM
6035
Kane Investment Management
California
$235M +$40.2M +21% 27.3% – 113 23.89% 4.3
NCMW
6036
Northern Capital Management (Washington)
Washington
$235M +$35.1M +18% 17.4% 80% 56 10.71% 11.6
NAC
6037
NI Acquisitions Company
Pennsylvania
$234M – – 12.1% – 112 – 0
CWA
6038
Cura Wealth Advisors
Illinois
$234M +$10.8M +5% 8.16% – 146 17.81% 4.1
KIG
6039
Kessler Investment Group
Indiana
$234M +$22.9M +11% 32% 251% 89 20.22% 10.5
AWA
6040
Aletheian Wealth Advisors
Washington
$234M +$29M +14% 11% – 111 14.41% 10.9
ACM
6041
Ariose Capital Management
Hong Kong
$234M +$85.2M +57% 137% 1,745% 30 86.67% 0.9
RCAP
6042
Resolute Capital Asset Partners
Colorado
$234M +$44M +23% 18.2% 657% 65 63.08% 1.9
ONSWM
6043
Old North State Wealth Management
North Carolina
$234M +$17.9M +8% 11.5% 76.7% 120 13.33% 10.7
F4L
6044
Fortune 45 LLC
Louisiana
$234M +$28.7M +14% 18.7% 78.9% 43 25.58% 9.9
RCM
6045
Richardson Capital Management
Wisconsin
$234M +$26.9M +13% 14.5% – 398 39.95% 6.2
CI
6046
Carroll Investors
South Carolina
$234M +$47M +25% 45.1% 241% 34 17.65% 9.5
PPA
6047
Pilgrim Partners Asia
Singapore
$234M -$11.6M -5% 15.7% – 146 39.73% 2.5
WB
6048
West Bancorporation
Iowa
$234M +$33.4M +17% 13.2% 64.4% 103 12.62% 14.4
BSCCG
6049
Blue Sky Capital Consultants Group
California
$234M +$24.2M +12% 19.3% – 84 21.43% 4.2
TAP
6050
Tounjian Advisory Partners
Florida
$234M -$43.1M -16% 9.48% – 796 80.53% 0.8