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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
NPAM
6526
Noble Path Asset Management
New York
$82M -$2.77M -3% 9.39% 22 18.18%
YMRC
6527
Yorktown Management & Research Company
Virginia
$81.8M +$4.64M +6% 9.69% 223% 229 37.55%
T
6528
Tinicum
New York
$81.7M +$11.8M +17% 16.9% 21.1% 1 0%
AC
6529
Avant Capital
Louisiana
$81.5M +$7.4M +10% 10% 56 10.71%
VP
6530
Verum Partners
North Carolina
$81.4M 9.39% 53.9% 69
UWM
6531
Udine Wealth Management
Florida
$81.3M +$18M +28% 12.3% 127% 20 55%
POIA
6532
Pin Oak Investment Advisors
Texas
$81.1M +$1.44M +2% 9.5% 62.7% 441 13.38%
SIA
6533
Schear Investment Advisers
Ohio
$81.1M 10.7% 240% 90
HI
6534
Harper Investing
California
$81M -$16.6M -17% 2.53% 53.4% 49 14.29%
SWM
6535
SFG Wealth Management
Maryland
$81M +$7.04M +10% 9.12% 82.1% 90 27.78%
A
6536
Atomvest
Hong Kong
$80.9M -$15.1M -16% 11.5% 90% 5 40%
YWS
6537
Yarger Wealth Strategies
Ohio
$80.7M +$5.33M +7% 4.38% 55.1% 51 17.65%
SAM
6538
Soditic Asset Management
United Kingdom
$80.7M +$502K +0.6% 8.16% 23.4% 11 18.18%
P
6539
Pariax
California
$80.7M -$6.45M -7% 4.98% 31 22.58%
EECFI
6540
EnCap Energy Capital Fund IX
Texas
$80.5M -$11.9M -13% 4.41% 69.2% 2 50%
BIP
6541
Blue Investment Partners
California
$80.5M 3.53% 27
OIM
6542
Oder Investment Management
California
$80.5M -$4.74M -6% 2.84% 97.5% 101 26.73%
BCP
6543
Bluegrass Capital Partners
Florida
$80.4M -$20.9M -21% 10.3% 60.1% 12 0%
AC
6544
AWH Capital
Texas
$80.4M +$11.7M +17% 8.52% 183% 25 16%
CCMW
6545
Cypress Capital Management (Wyoming)
Wyoming
$80.3M +$9.97M +14% 3.74% 161% 170 7.06%
SPWM
6546
Spartan Planning & Wealth Management
North Carolina
$80.2M +$3.84M +5% 7.58% 174 48.85%
RWMG
6547
Redwood Wealth Management Group
New Jersey
$80.1M 8.68% 74.1% 146
CG
6548
Clifford Group
Massachusetts
$80.1M 7.52% 67.9% 74
NF
6549
Nvest Financial
New Hampshire
$79.9M +$9.19M +13% 9.08% 92.8% 51 7.84%
OCA
6550
Offit Capital Advisors
New York
$79.8M +$11.3M +16% 25.3% 1 0%