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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
NA
6601
NVP Associates
California
$112M +$395K +0.4% 44.4% 953% 8 25%
CE
6602
Cornerstone Enterprises
Wisconsin
$112M 8.79% 25
CPIM
6603
Coalescence Partners Investment Management
New York
$112M 18% 19
APW
6604
Atlantic Private Wealth
North Carolina
$112M +$12.9M +13% 8.72% 55.7% 121 19.01%
MI
6605
Motiv8 Investments
Florida
$112M 8.6% 96
FWMM
6606
Foundation Wealth Management (Missouri)
Missouri
$112M +$11.8M +12% 10% 64% 41 21.95%
RG
6607
Richelieu Gestion
France
$112M +$4.15M +4% 12.5% 86 30.23%
LFA
6608
Livelsberger Financial Advisory
Ohio
$112M 1.44% 462
NCMW
6609
Northern Capital Management (Washington)
Washington
$112M +$4.66M +4% 12.2% 80% 39 28.21%
NCPI
6610
NewView Capital Partners I
California
$112M +$29.8M +36% 41% 20.8% 3 0%
BOM
6611
Bank of Marin
California
$112M +$8.97M +9% 12.3% 80.3% 121 6.61%
SA
6612
SRN Advisors
Pennsylvania
$111M +$10.6M +10% 27.5% 146% 117 49.57%
OFA
6613
Oaktree Fund Advisors
California
$111M +$11.7M +12% 13% 132% 46 15.22%
UL
6614
Unionview LLC
Washington
$111M +$5.56M +5% 12.1% 21.2% 86 8.14%
PCC
6615
Park Circle Company
Maryland
$111M +$4.65M +4% 10.3% 70.5% 124 20.97%
AE
6616
AMH Equity
New York
$111M +$20.4M +22% 5.87% 267% 46 56.52%
NJIM
6617
Nabity-Jensen Investment Management
Nebraska
$111M 11% 79
SWA
6618
Safir Wealth Advisors
New Hampshire
$111M +$7.75M +7% 9% 46.4% 16 12.5%
PWM
6619
Peterson Wealth Management
Nevada
$111M -$10.4M -9% 12.3% 78% 63 22.22%
S
6620
Systrade
Liechtenstein
$111M -$4.42M -4% 27.6% 230% 9 66.67%
GA
6621
GraniteShares Advisors
New York
$111M +$3.81M +4% 10.9% 86.2% 117 47.01%
SMWM
6622
Silvia McColl Wealth Management
California
$111M +$11.1M +11% 9.39% 76.1% 108 12.04%
WFS
6623
Widmann Financial Services
Maryland
$111M +$10.7M +11% 10.6% 75.2% 94 10.64%
WWM
6624
Whalen Wealth Management
Nevada
$111M 6.47% 103
CAAM
6625
Cape Ann Asset Management
United Kingdom
$111M +$6.02M +6% 16.1% 199% 6 0%