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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
PWP
6576
PrairieView Wealth Partners
Illinois
$117M +$7.15M +6% 0.76% 20 25%
VSCP
6577
Vesey Street Capital Partners
New York
$117M -$62.8M -35% 34.9% 43.8% 1 0%
NMM
6578
Naples Money Management
Florida
$117M +$16.9M +17% 9.44% 447 23.49%
2L
6579
22NW LP
Washington
$117M +$1.14M +1% 7.56% 131% 14 14.29%
LFA
6580
Laraway Financial Advisors
Minnesota
$117M +$3.67M +3% 4.7% 92.3% 112 1.79%
FCT
6581
First Community Trust
Iowa
$117M +$10.7M +10% 5.66% 111% 314 14.33%
BCM
6582
Brooktree Capital Management
Michigan
$117M -$12.7M -10% 1.64% 82.9% 24 4.17%
CFS
6583
Coordinated Financial Services
Colorado
$117M +$2.27M +2% 2.37% 136 8.09%
DG
6584
DMC Group
Alabama
$117M +$938K +0.8% 3.14% 99.2% 127 8.66%
VWM
6585
VanWeelden Wealth Management
Ohio
$117M 0.29% 20
SFS
6586
Sharp Financial Services
Pennsylvania
$117M +$9.01M +8% 2.45% 105 26.67%
CAAM
6587
Cape Ann Asset Management
United Kingdom
$117M +$4.17M +4% 4.29% 210% 6 16.67%
BIG
6588
Bush Investment Group
Georgia
$116M +$3.26M +3% 3.01% 33 18.18%
SFS
6589
Symphony Financial Services
Ohio
$116M 4.08% 85
PCGDR
6590
Pangea Capital Gestao de Recursos
$116M -$1.56M -1% 2% 4 25%
DWS
6591
Dynamic Wealth Strategies
California
$116M -$652K -0.6% 1.29% 249 4.02%
PHIC
6592
Pine Haven Investment Counsel
Massachusetts
$116M +$2.67M +2% 3.51% 72.1% 110 6.36%
MMRF
6593
Michelson Medical Research Foundation
California
$116M -$48.7M -30% 0.65% 37.3% 32 34.38%
SLFPAM
6594
St. Louis Financial Planners Asset Management
Missouri
$116M +$5.15M +5% 4.96% 136% 44 38.64%
MFIMFI
6595
Mesirow Financial Investment Management - Fixed Income
Illinois
$116M +$40.7M +54% 0.68% 26.9% 13 0%
BOM
6596
Bank of Marin
California
$116M +$2.35M +2% 4.28% 67.1% 126 13.49%
WAM
6597
Waterfall Asset Management
New York
$116M -$29.4M -20% 2.86% 6 16.67%
BPFA
6598
Barnes Pettey Financial Advisors
Mississippi
$116M +$510K +0.4% 1.83% 79.7% 100 10%
LWA
6599
Ledgewood Wealth Advisors
New Hampshire
$116M +$8.37M +8% 2.76% 63 7.94%
CH
6600
CVI Holdings
Delaware
$116M +$9.76M +9% 7.91% 25.8% 189 40.21%