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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 Avg Holding
Period (Yrs)
GIA
6226
G2VP I Associates
California
$77.2M +$14.4M +23% 22.9% – 1 0% 0.8
YMRC
6227
Yorktown Management & Research Company
Virginia
$77.2M -$380K -0.5% 2.77% 223% 233 38.63% 1.5
SWM
6228
Sanctuary Wealth Management
Idaho
$77.1M -$4.44M -5% 3.07% – 34 23.53% 2.5
KCM
6229
KLK Capital Management
California
$77.1M – – 1.21% – 49 – 0.9
PAIA
6230
Park Avenue Institutional Advisers
New York
$77M +$6.06M +9% 4.48% – 8 37.5% 0.8
ULWM
6231
Upper Left Wealth Management
Florida
$77M -$9.43M -11% 9.63% 52.7% 52 9.62% 0.7
NWMG
6232
National Wealth Management Group
Ohio
$76.9M -$2.41M -3% 3.46% 123% 159 54.09% 0.4
RWA
6233
Redmont Wealth Advisors
Illinois
$76.9M -$5.69M -7% 3.73% 46.1% 114 19.3% 0.6
SA
6234
SRH Advisors
Kansas
$76.8M -$4.27M -5% 5.69% 51% 323 6.81% 5.1
MVA
6235
Mount Vernon Associates
Maryland
$76.8M -$5.25M -6% 2.86% 119% 53 9.43% 6.7
OCM
6236
Once Capital Management
New York
$76.7M -$1.8M -2% 1.15% 570% 23 0% 0.7
WAM
6237
Watershed Asset Management
California
$76.7M -$4.12M -5% 6.21% – 160 51.25% 0.4
RCP
6238
Reverence Capital Partners
New York
$76.6M -$6.62M -8% 7.95% 5.38% 1 0% 0.8
OIM
6239
Orca Investment Management
Oregon
$76.6M -$31.5M -29% 6.55% 122% 59 3.39% 5.4
PWMG
6240
Provence Wealth Management Group
California
$76.6M +$415K +0.5% 5.7% – 56 7.14% 0.7
EMCIP
6241
Ewing Morris & Co Investment Partners
Ontario, Canada
$76.5M -$71M -48% 10.5% 63.5% 21 28.57% 0.6
PMAM
6242
Penn Mutual Asset Management
Pennsylvania
$76.4M +$2.23M +3% 7.48% 28.7% 72 40.28% 1
SPWM
6243
Spartan Planning & Wealth Management
North Carolina
$76.4M +$1.48M +2% 0.52% – 129 34.88% 0.4
CCM
6244
Community Capital Management
Florida
$76.4M -$5.97M -7% 5.11% 55.6% 81 12.35% 0.5
RA
6245
Ratos AB
Sweden
$76.4M – – 17.6% – 1 – 1.5
ACM
6246
Absolute Capital Management
Pennsylvania
$76.3M +$13.9M +22% 4.25% 91% 530 91.32% 0
SCHF (GPE)
6247
SCHF (GPE)
Wyoming
$76M +$8.32M +12% 4.71% – 6 50% 1.1
EWM
6248
Echo Wealth Management
Minnesota
$76M +$1.25M +2% 4.27% 42.9% 55 38.18% 1.3
CPM
6249
Corre Partners Management
New York
$76M +$24.3M +47% 3.96% 109% 6 16.67% 1.3
RRCP
6250
Rip Road Capital Partners
Massachusetts
$75.8M -$86K -0.1% 3.97% 121% 18 22.22% 1.4