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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 Avg Holding
Period (Yrs)
VWWMG
6801
Vermillion & White Wealth Management Group
Pennsylvania
$103M – – 8.6% – 300 – 0
RFN
6802
Redwood Financial Network
Ohio
$103M +$8.71M +9% 9.49% 74.1% 146 11.64% 1.4
Savvy Advisors Inc
6803
Savvy Advisors Inc
New York
$103M – – 9.51% – 157 – 0
CFIM
6804
Client First Investment Management
Wisconsin
$103M – – 12.5% 243% 23 – 0
PWS
6805
Precision Wealth Strategies
Missouri
$103M +$10.7M +12% 4.35% 106% 103 32.04% 0.9
CIM
6806
Courant Investment Management
Tennessee
$103M +$12.3M +14% 12.1% 35.2% 9 11.11% 4.9
RCM
6807
Richardson Capital Management
Wisconsin
$103M – – 11.1% – 134 – 0
SAM
6808
Seelaus Asset Management
New Jersey
$103M +$14.8M +17% 11.9% 134% 191 17.8% 2.7
YSP
6809
Yarra Square Partners
New York
$103M +$362K +0.4% 6.55% 55.9% 23 17.39% 1.3
QEI
6810
QSV Equity Investors
Illinois
$103M – – 16.4% – 89 – 0
MCM
6811
MidAtlantic Capital Management
Virginia
$103M – – 10.9% – 240 – 0
SIRP
6812
Shelter Insurance Retirement Plan
Missouri
$103M -$264K -0.3% 9.81% 60.5% 8 0% 3.2
MCWA
6813
Meadow Creek Wealth Advisors
Georgia
$103M – – 9.83% – 103 – 2.5
F
6814
Formation8
California
$103M – – 66.8% – 4 – 2.6
ISSM
6815
Invesco Senior Secured Management
New York
$103M +$5.84M +6% 18.5% 18.1% 9 22.22% 1.7
KA
6816
Kinnevik AB
Sweden
$103M +$23M +29% 28.9% 51.4% 1 0% 1
BAWM
6817
Bennett Associates Wealth Management
Pennsylvania
$103M – – 8.2% – 38 – 0
FI
6818
Finivi Inc
Massachusetts
$102M – – 12.1% 144% 90 – 1.2
WCBA
6819
Weaver C. Barksdale & Associates
Tennessee
$102M -$15M -13% 10.1% 52.2% 62 0% 5.4
FU
6820
Fairfield University
Connecticut
$102M -$10.5M -9% 11.8% 61.9% 4 25% 6.3
AWM
6821
Allen Wealth Management
North Carolina
$102M – – 3.59% – 52 – 0
DAM
6822
Doheny Asset Management
California
$102M -$1.05M -1% 11% 135% 72 12.5% 6.2
HC
6823
Hoese & Co
Minnesota
$102M +$4.44M +5% 9.04% 46.3% 162 9.88% 2.4
ULWM
6824
Upper Left Wealth Management
Florida
$102M +$5.93M +6% 7.72% 52.7% 64 10.94% 1.5
IIL
6825
Insight Inv LLC
California
$102M +$11.8M +13% 10.8% 136% 89 5.62% 1.9