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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
AWM
6126
Alterna Wealth Management
Texas
$89.2M +$4.94M +6% 5.13% 48% 104 23.08%
MFP
6127
Meridian Financial Partners
Virginia
$89M +$18.4M +26% 7.09% 73.1% 53 22.64%
OM
6128
OpenView Management
Massachusetts
$88.7M -$96.7M -52% 40.7% 3 33.33%
SICM
6129
Sustainable Insight Capital Management
New York
$88.7M +$3.1M +4% 10.2% 106% 120 37.5%
ARS
6130
Adirondack Retirement Specialists
New York
$88.7M -$15M -14% 3.39% 13.1% 159 18.87%
DG
6131
DMC Group
Alabama
$88.6M +$5.86M +7% 8.37% 67% 115 9.57%
MCM
6132
Maytus Capital Management
New York
$88.6M -$23.7M -21% 9.01% 267% 54 66.67%
CP
6133
Covalent Partners
Massachusetts
$88.5M +$18.2M +26% 12% 36.6% 52 44.23%
NFA
6134
Northern Financial Advisors
Michigan
$88.4M 15.2% 85.8% 97
BWM
6135
BlackDiamond Wealth Management
New York
$88.2M +$5.11M +6% 6.82% 53.8% 121 20.66%
MAG
6136
Millrace Asset Group
Pennsylvania
$88.1M +$8.94M +11% 14.6% 113% 66 48.48%
RFN
6137
Redwood Financial Network
Ohio
$88.1M +$415K +0.5% 5.42% 55.2% 149 19.46%
OFG
6138
OmniStar Financial Group
North Carolina
$88M +$4.08M +5% 10.2% 60.9% 112 15.18%
UOMF
6139
University of Maryland Foundation
Maryland
$87.9M -$13.1M -13% 9.88% 38.1% 6 0%
FFWM
6140
Future Financial Wealth Management
Ohio
$87.8M +$1.03M +1% 9.12% 59.5% 135 23.7%
ROC
6141
River Oaks Capital
Minnesota
$87.8M -$3.69M -4% 5.98% 51 7.84%
KWM
6142
Kolinsky Wealth Management
New Jersey
$87.6M +$7.83M +10% 9.07% 44.6% 137 21.9%
KCS
6143
Koonce Calvin Scott
$87.4M +$21.4M +32% 32.4% 67.9% 1 0%
RCF
6144
Rainwater Charitable Foundation
Texas
$87.4M -$13.7M -14% 6.29% 40.2% 3 33.33%
SWM
6145
Seed Wealth Management
Illinois
$87.3M 7.31% 49.1% 131
DFC
6146
DB Fitzpatrick & Co
Idaho
$87.3M +$5.08M +6% 7.42% 37.1% 73 8.22%
ICM
6147
Islay Capital Management
Texas
$87.2M +$3.03M +4% 8.78% 65.2% 275 17.82%
LCM
6148
Linker Capital Management
Kentucky
$87.1M +$6.43M +8% 7.24% 39 0%
CGA
6149
Channing Global Advisors
Florida
$87.1M +$8.57M +11% 11.4% 104% 49 20.41%
CFSG
6150
Clark Financial Services Group
Missouri
$87M -$8.02M -8% 8.03% 102% 69 31.88%