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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
RWA
6051
Redmont Wealth Advisors
Illinois
$82.6M -$11.4M -12% 10.8% 46.1% 130 30%
CIA
6052
Caerus Investment Advisors
Texas
$82.5M -$55K -0.1% 18.4% 63.6% 63 22.22%
ITVII
6053
IDG Technology Venture Investment IV
Hong Kong
$82.4M -$245M -75% 73.6% 420% 4 25%
CCM
6054
Community Capital Management
Florida
$82.3M -$1.95M -2% 13% 55.6% 79 77.22%
LHEI
6055
Leo H. Evart Inc
California
$82.3M -$14.5M -15% 11.6% 43 16.28%
BSWA
6056
Bromfield Sneider Wealth Advisors
Massachusetts
$82.2M -$13M -14% 17% 119 32.77%
TMC
6057
Trellus Management Company
Florida
$82.2M -$89.6M -52% 15.4% 268% 68 39.71%
CCG
6058
Coastwise Capital Group
California
$82.1M +$1.63M +2% 15.6% 88.8% 111 17.12%
AM
6059
Account Management
Massachusetts
$82.1M -$20.1M -20% 20.2% 74.9% 25 4%
MVA
6060
Mount Vernon Associates
Maryland
$82M -$21.1M -20% 19.1% 119% 53 1.89%
TOTUOP
6061
Trustees of The University of Pennsylvania
Pennsylvania
$82M -$50.3M -38% 14.6% 7 42.86%
BAM
6062
Banta Asset Management
California
$82M -$42M -34% 26.5% 21 33.33%
SC
6063
Samjo Capital
New York
$82M -$35M -30% 24.8% 89.1% 21 28.57%
SRC
6064
Samson Rock Capital
United Kingdom
$81.8M -$25.1M -23% 13% 156% 41 92.68%
POIA
6065
Pin Oak Investment Advisors
Texas
$81.8M -$11.8M -13% 9.6% 55.7% 444 11.94%
SMF
6066
Sterling Manor Financial
New York
$81.7M -$43.4M -35% 9.52% 42.4% 88 46.59%
SWM
6067
Sanctuary Wealth Management
Idaho
$81.6M -$9.24M -10% 8.58% 40 35%
VPW
6068
Vericrest Private Wealth
Pennsylvania
$81.5M -$14.7M -15% 11.8% 40 5%
EWS
6069
Evergreen Wealth Solutions
Pennsylvania
$81.5M -$21.6M -21% 13.4% 64.5% 109 22.94%
MAM
6070
Miria Asset Management
Malta
$81.5M -$24.1M -23% 1.45% 265% 13 69.23%
OC
6071
Optimas Capital
Hong Kong
$81.5M -$25M -23% 0.36% 264% 39 84.62%
OIM
6072
Oder Investment Management
California
$81.3M -$6.63M -8% 13.9% 88.7% 93 23.66%
MCWA
6073
Meadow Creek Wealth Advisors
Georgia
$81.3M -$10.8M -12% 8.23% 104 8.65%
ACM
6074
Ardent Capital Management
Ohio
$81.2M -$68.8M -46% 13.6% 77.5% 25 16%
SA
6075
SRH Advisors
Kansas
$81.1M -$9.04M -10% 13.8% 51% 315 5.08%