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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
KCM
6226
KLK Capital Management
California
$77.1M 1.21% 49
PAIA
6227
Park Avenue Institutional Advisers
New York
$77M +$6.06M +9% 4.48% 8 37.5%
ULWM
6228
Upper Left Wealth Management
Florida
$77M -$9.43M -11% 9.63% 43.1% 52 9.62%
NWMG
6229
National Wealth Management Group
Ohio
$76.9M -$2.41M -3% 3.46% 123% 159 54.09%
RWA
6230
Redmont Wealth Advisors
Illinois
$76.9M -$5.69M -7% 3.73% 46.1% 114 19.3%
SA
6231
SRH Advisors
Kansas
$76.8M -$4.27M -5% 5.69% 51% 323 6.81%
MVA
6232
Mount Vernon Associates
Maryland
$76.8M -$5.25M -6% 2.86% 119% 53 9.43%
OCM
6233
Once Capital Management
New York
$76.7M -$1.8M -2% 1.15% 570% 23 0%
WAM
6234
Watershed Asset Management
California
$76.7M -$4.12M -5% 6.21% 160 51.25%
RCP
6235
Reverence Capital Partners
New York
$76.6M -$6.62M -8% 7.95% 5.38% 1 0%
OIM
6236
Orca Investment Management
Oregon
$76.6M -$31.5M -29% 6.55% 122% 59 3.39%
PWMG
6237
Provence Wealth Management Group
California
$76.6M +$415K +0.5% 5.7% 56 7.14%
EMCIP
6238
Ewing Morris & Co Investment Partners
Ontario, Canada
$76.5M -$71M -48% 10.5% 63.5% 21 28.57%
PMAM
6239
Penn Mutual Asset Management
Pennsylvania
$76.4M +$2.23M +3% 7.48% 28.7% 72 40.28%
SPWM
6240
Spartan Planning & Wealth Management
North Carolina
$76.4M +$1.48M +2% 0.52% 129 34.88%
CCM
6241
Community Capital Management
Florida
$76.4M -$5.97M -7% 5.11% 55.6% 81 12.35%
RA
6242
Ratos AB
Sweden
$76.4M 17.6% 1
ACM
6243
Absolute Capital Management
Pennsylvania
$76.3M +$13.9M +22% 4.25% 91% 530 91.32%
SG
6244
SCHF (GPE)
Wyoming
$76M +$8.32M +12% 4.71% 6 50%
EWM
6245
Echo Wealth Management
Minnesota
$76M +$1.25M +2% 4.27% 41% 55 38.18%
CPM
6246
Corre Partners Management
New York
$76M +$24.3M +47% 3.96% 109% 6 16.67%
RRCP
6247
Rip Road Capital Partners
Massachusetts
$75.8M -$86K -0.1% 3.97% 121% 18 22.22%
SPWG
6248
Sage Private Wealth Group
Illinois
$75.7M +$6.18M +9% 4.37% 67.4% 193 14.51%
SMC
6249
S. Muoio & Co
New York
$75.7M +$5.58M +8% 17.2% 327% 88 53.41%
TOTUOP
6250
Trustees of The University of Pennsylvania
Pennsylvania
$75.6M -$6.4M -8% 7.75% 6 33.33%