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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
CWM
6051
Certus Wealth Management
California
$105M +$3.93M +4% 64
EB
6052
Exchange Bank
California
$104M +$950K +0.9% 108
RCWM
6053
Royal Capital Wealth Management
Indiana
$104M -$1.81M -2% 104
CP
6054
Camelot Portfolios
Ohio
$104M -$55.2M -35% 200
MCA
6055
Magnolia Capital Advisors
Mississippi
$104M -$95.1M -48% 145
ACM
6056
Absolute Capital Management
Pennsylvania
$104M -$4.27M -4% 94
UMC
6057
UNC Management Company
North Carolina
$104M -$6.73M -6% 2
MAG
6058
Mayfair Advisory Group
Alabama
$104M +$3.51M +4% 135
RM
6059
RP Management
New York
$104M +$6.29M +6% 3
AWA
6060
Authentikos Wealth Advisory
California
$104M -$2.45M -2% 654
SVI
6061
Strategic Vision Investment
Hong Kong
$104M -$93.3M -47% 17
DWA
6062
Delap Wealth Advisory
Oregon
$103M +$1.48M +1% 56
CGI
6063
Calixto Global Investors
Florida
$103M +$17.1M +20% 9
SWA
6064
Safir Wealth Advisors
New Hampshire
$103M -$4.74M -4% 17
UWM
6065
Udine Wealth Management
Florida
$103M -$1.88M -2% 22
HFW
6066
Horizon Family Wealth
Illinois
$103M -$1.27M -1% 68
MM
6067
MWG Management
British Virgin Islands
$103M -$62.1M -38% 3
DAM
6068
Doheny Asset Management
California
$103M -$13.5M -12% 74
AFM
6069
Armstrong Fleming & Moore
District of Columbia
$103M -$5.56M -5% 88
SIRP
6070
Shelter Insurance Retirement Plan
Missouri
$103M -$3.73M -3% 8
SGL
6071
Sonic GP LLC
Hawaii
$103M -$46.8M -31% 27
AC
6072
Amitell Capital
Singapore
$103M -$21.9M -18% 41
WFS
6073
Walker Financial Services
Kentucky
$103M +$1.69M +2% 24
MCM
6074
Magnolia Capital Management
New York
$103M -$7.9M -7% 133
CIM
6075
Caldwell Investment Management
Ontario, Canada
$103M -$29.4M -22% 34