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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
EWM
6251
Endowment Wealth Management
Wisconsin
$83M -$12.1M -13% 15.1% 66.3% 129 17.05%
CWMGP
6252
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$82.9M -$17.2M -17% 13.9% 75.9% 67 8.96%
CHM
6253
Collaborative Holdings Management
New York
$82.6M +$18.9M +30% 1.78% 591% 22 77.27%
BC
6254
Belmont Capital
California
$82.6M -$17.6M -18% 22.3% 182% 76 10.53%
RWA
6255
Redmont Wealth Advisors
Illinois
$82.6M -$11.4M -12% 10.8% 46.1% 130 30%
CIA
6256
Caerus Investment Advisors
Texas
$82.5M -$55K -0.1% 18.4% 85% 63 22.22%
ITVII
6257
IDG Technology Venture Investment IV
Hong Kong
$82.4M -$245M -75% 73.6% 420% 4 25%
CCM
6258
Community Capital Management
Florida
$82.3M -$1.95M -2% 13% 55.6% 79 77.22%
LHEI
6259
Leo H. Evart Inc
California
$82.3M -$14.5M -15% 11.6% 43 16.28%
BSWA
6260
Bromfield Sneider Wealth Advisors
Massachusetts
$82.2M -$13M -14% 17% 119 32.77%
TMC
6261
Trellus Management Company
Florida
$82.2M -$89.6M -52% 15.4% 268% 68 39.71%
CCG
6262
Coastwise Capital Group
California
$82.1M +$1.63M +2% 15.6% 88.8% 111 17.12%
AM
6263
Account Management
Massachusetts
$82.1M -$20.1M -20% 20.2% 87.4% 25 4%
MVA
6264
Mount Vernon Associates
Maryland
$82M -$21.1M -20% 19.1% 119% 53 1.89%
TOTUOP
6265
Trustees of The University of Pennsylvania
Pennsylvania
$82M -$50.3M -38% 14.6% 7 42.86%
BAM
6266
Banta Asset Management
California
$82M -$42M -34% 26.5% 21 33.33%
SC
6267
Samjo Capital
New York
$82M -$35M -30% 24.8% 89.1% 21 28.57%
SRC
6268
Samson Rock Capital
United Kingdom
$81.8M -$25.1M -23% 13% 156% 41 92.68%
POIA
6269
Pin Oak Investment Advisors
Texas
$81.8M -$11.8M -13% 9.6% 62.7% 444 11.94%
SMF
6270
Sterling Manor Financial
New York
$81.7M -$43.4M -35% 9.52% 42.4% 88 46.59%
SWM
6271
Sanctuary Wealth Management
Idaho
$81.6M -$9.24M -10% 8.58% 40 35%
VPW
6272
Vericrest Private Wealth
Pennsylvania
$81.5M -$14.7M -15% 11.8% 40 5%
EWS
6273
Evergreen Wealth Solutions
Pennsylvania
$81.5M -$21.6M -21% 13.4% 70.9% 109 22.94%
MAM
6274
Miria Asset Management
Malta
$81.5M -$24.1M -23% 1.45% 265% 13 69.23%
OC
6275
Optimas Capital
Hong Kong
$81.5M -$25M -23% 0.36% 355% 39 84.62%