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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
APC
6126
Aristotle Pacific Capital
California
$114M -$26M -18% 5.93% 1.84% 19 42.11%
IFPL
6127
Investments & Financial Planning LLC
Kentucky
$114M +$2.99M +3% 5.75% 63.6% 33 3.03%
WA
6128
Wealthstream Advisors
New York
$114M -$2.94M -3% 5.37% 88.2% 74 14.86%
SPW
6129
Surience Private Wealth
Washington
$114M -$8.36M -7% 3.07% 168% 31 51.61%
HM
6130
Harvest Management
New York
$114M -$56.8M -33% 9.71% 610% 78 70.51%
4WM
6131
4J Wealth Management
Virginia
$114M -$4.54M -4% 2.73% 68.2% 80 8.75%
MCA
6132
Maryland Capital Advisors
Maryland
$114M -$7.08M -6% 3.8% 197 5.08%
HCWM
6133
Harrison & Co Wealth Management
Virginia
$114M -$4.64M -4% 3.68% 83 7.23%
RCM
6134
Rain Capital Management
Oregon
$114M -$10.7M -9% 3.79% 18.2% 48 4.17%
DWM
6135
Defined Wealth Management
Oregon
$114M -$8.57M -7% 3.95% 70.3% 102 15.69%
MC
6136
Mayar Capital
United Kingdom
$114M +$8.08M +8% 5.71% 14.7% 14 14.29%
HA
6137
Hofer & Associates
California
$114M +$3.17M +3% 1.88% 54.2% 52 3.85%
PC
6138
Pavadi Capital
New York
$113M -$18.3M -14% 6.6% 27 25.93%
HPM
6139
Hudson Portfolio Management
New York
$113M +$316K +0.3% 1.12% 110 9.09%
P
6140
Palladiem
Pennsylvania
$113M -$11.1M -9% 3.49% 70 30%
VWA
6141
VERITY Wealth Advisors
United States
$113M -$7.24M -6% 5.26% 59.9% 67 7.46%
ABLA
6142
Alan B. Lancz & Associates
Ohio
$113M -$1.28M -1% 0.94% 162 17.28%
KIP
6143
Kayak Investment Partners
California
$113M -$135M -54% 18.5% 27% 25 28%
BCM
6144
Barrier Capital Management
California
$113M -$4.88M -4% 12% 216% 15 20%
MADR
6145
Milestones Administradora de Recursos
Brazil
$113M +$8.09M +8% 5.93% 114% 14 28.57%
CCM
6146
Ciovacco Capital Management
Georgia
$113M -$53M -32% 4.99% 88.5% 33 33.33%
MA
6147
McBroom & Associates
Nevada
$113M -$20M -15% 6.92% 133% 32 18.75%
WFS
6148
Widmann Financial Services
Maryland
$113M -$8.48M -7% 1.95% 75.2% 504 82.34%
BWM
6149
Birchcreek Wealth Management
Ohio
$113M -$1.79M -2% 3.57% 80.7% 123 13.01%
NWA
6150
Navis Wealth Advisors
New York
$113M -$6.07M -5% 4.7% 107% 109 9.17%