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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
1WM
6651
1858 Wealth Management
Ohio
$122M +$1.03M +0.9% 7.71% 135 22.96%
ACM
6652
Arlington Capital Management
Illinois
$122M +$6.37M +6% 5.06% 154% 103 28.16%
IWP
6653
Innova Wealth Partners
Pennsylvania
$122M -$18.3M -13% 5.06% 68% 149 87.92%
CCG
6654
Coastwise Capital Group
California
$121M +$16.5M +16% 6.62% 88.8% 130 14.62%
PWCM
6655
Processus Wealth & Capital Management
Tennessee
$121M +$712K +0.6% 1.12% 34 2.94%
NL
6656
NDWM LLC
California
$121M +$8.48M +8% 4.54% 35 14.29%
OF
6657
Outfitter Financial
Maine
$121M +$1.09M +0.9% 5.28% 73.9% 78 2.56%
AL
6658
ACAS LLC
California
$121M +$6.3M +5% 7.09% 89 5.62%
FNWA
6659
Financial Network Wealth Advisors
Utah
$121M -$12.6M -9% 5.99% 1,033 29.91%
MSA
6660
McAlister Sweet & Associates
Texas
$121M -$18.1M -13% 4.07% 75.8% 34 17.65%
MSAGDF
6661
Moneda SA Administradora General de Fondos
Chile
$121M -$21.3M -15% 8.45% 31.4% 27 11.11%
RIA
6662
Richwood Investment Advisors
Ohio
$121M +$6.8M +6% 8.02% 53.9% 102 1.96%
BCVI
6663
Bain Capital Venture Investors
Massachusetts
$121M -$88.8M -42% 5.53% 82.1% 4 25%
JIM
6664
JCP Investment Management
Texas
$121M +$31.1M +35% 5.86% 64.9% 19 52.63%
ARMT
6665
Amica Retiree Medical Trust
Rhode Island
$121M 6.49% 134
CC
6666
Capstone Capital
Nevada
$121M +$8.63M +8% 5.68% 25 16%
MSF
6667
Mustard Seed Financial
Arkansas
$120M +$16M +15% 5.72% 84 7.14%
KGC
6668
Kennon-Green & Company
Ohio
$120M +$11.5M +11% 10.1% 43.4% 44 6.82%
FWM
6669
Fingerlakes Wealth Management
New York
$120M +$8.87M +8% 6.04% 80.2% 93 8.6%
SM
6670
Soapstone Management
Maryland
$120M -$29.6M -20% 2.44% 51.5% 20 35%
LC
6671
LTG Capital
Massachusetts
$120M +$9.82M +9% 9.24% 43.8% 26 0%
OAM
6672
Oxford Asset Management
United Kingdom
$120M +$17.3M +17% 7.39% 502 87.25%
KOMWMG
6673
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$120M +$12.9M +12% 6.88% 60.2% 82 18.29%
SFG
6674
Shum Financial Group
California
$120M 7.47% 90
MWM
6675
Moulton Wealth Management
Washington
$120M +$9.59M +9% 4.53% 47.1% 42 35.71%