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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
QM
6451
QVIDTVM Management
Texas
$124M +$5.46M +5% 7.01% 15.4% 12 41.67%
KAM
6452
Kraft Asset Management
Tennessee
$124M +$5.45M +5% 6.45% 41% 44 20.45%
CNWM
6453
Clay Northam Wealth Management
California
$124M +$11.8M +10% 8.76% 84.5% 91 14.29%
SWM
6454
Schwallier Wealth Management
Michigan
$124M +$3.49M +3% 6.62% 38 31.58%
KCM
6455
KRS Capital Management
Michigan
$124M +$16.5M +15% 23.1% 233% 122 9.84%
EFP
6456
Envision Financial Planning
Tennessee
$124M +$9.69M +8% 3.39% 33 24.24%
ZC
6457
Zeit Capital
Colorado
$124M +$7.22M +6% 6.01% 42.8% 30 0%
BCPWM
6458
Bradley & Co Private Wealth Management
Florida
$124M +$15.6M +14% 14.1% 210 17.62%
WCM
6459
Washington Capital Management
Washington
$123M +$6.67M +6% 7.09% 76.9% 119 21.85%
DJFS
6460
Dean Jacobson Financial Services
Texas
$123M +$6.33M +5% 5.27% 44.2% 13 23.08%
DIM
6461
DC Investments Management
Virginia
$123M +$23.9M +24% 2.48% 44.7% 93 19.35%
AWM
6462
Alterna Wealth Management
Texas
$123M +$40.3M +48% 6.7% 48% 103 33.01%
CCM
6463
Crew Capital Management
Ohio
$123M +$25.1M +26% 10.9% 76.3% 134 46.27%
TIM
6464
Tikehau Investment Management
France
$123M +$2.55M +2% 8.59% 102% 16 6.25%
TFP
6465
Tilia Fiduciary Partners
North Carolina
$123M +$15.8M +15% 11.1% 69.4% 99 6.06%
BGA
6466
Battery Global Advisors
Massachusetts
$123M -$7.21M -6% 5.41% 46 34.78%
APW
6467
Axim Planning & Wealth
Ohio
$123M +$13.9M +13% 15.1% 13.2% 31 32.26%
ECM
6468
Empirical Capital Management
Tennessee
$123M +$14M +13% 10.7% 18 27.78%
EPIM
6469
Equinox Partners Investment Management
Connecticut
$123M -$15.6M -11% 14.7% 284% 12 41.67%
ACM
6470
Alethea Capital Management
Washington
$123M +$36.4M +42% 32% 200% 54 75.93%
EWS
6471
Eagle Wealth Strategies
New Jersey
$123M -$42.7M -26% 8.27% 107 20.56%
HWM
6472
Howard Wealth Management
Connecticut
$123M +$3.3M +3% 7.47% 60.3% 109 12.84%
DM
6473
Diker Management
New York
$123M +$2.01M +2% 4.54% 151% 41 29.27%
SWMP
6474
Signature Wealth Management Partners
New Jersey
$123M +$8.65M +8% 9% 70% 105 13.33%
SWM
6475
Sanctuary Wealth Management
Idaho
$123M +$19.6M +19% 7.99% 306 15.69%