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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
VWA
6926
VERITY Wealth Advisors
United States
$161M +$2.83M +2% 2% 59.9% 83 7.23%
SWR
6927
Spahn Wealth & Retirement
Arizona
$161M -$7.55M -4% 1.24% 40 15%
KCM
6928
Kultura Capital Management
Utah
$161M 8.94% 49
MF
6929
Manuka Financial
Virginia
$161M +$272K +0.2% 1.92% 59 5.08%
RWM
6930
Riverbend Wealth Management
South Carolina
$161M +$17.8M +12% 3.47% 158 17.09%
PIM
6931
Peregrine Investment Management
Ontario, Canada
$161M -$42.5M -21% 10% 25 32%
BRWM
6932
Blue Rock Wealth Management
North Carolina
$161M +$330K +0.2% 1.78% 113 12.39%
OCM
6933
Orleans Capital Management
Louisiana
$161M +$6.25M +4% 2.48% 94.6% 126 21.43%
RWFS
6934
Rayburn West Financial Services
Tennessee
$161M 4.08% 80
CCM
6935
Cox Capital Management
Massachusetts
$161M +$7.72M +5% 6.65% 95.3% 66 12.12%
7CM
6936
7G Capital Management
New York
$161M +$4.81M +3% 10.6% 137% 13 38.46%
MCM
6937
Moon Capital Management
New York
$161M +$24.8M +18% 12.4% 76.3% 14 42.86%
TA
6938
TPG Advisors
Illinois
$161M +$8.65M +6% 2.07% 113 13.27%
IPAM
6939
Investment Partners Asset Management
New Jersey
$161M +$8.87M +6% 2.89% 171 14.62%
NMC
6940
New Mountain Capital
New York
$160M -$14.3M -8% 8.17% 64.8% 1 0%
CF
6941
Cyr Financial
Illinois
$160M +$14M +10% 1.79% 72 31.94%
SMF
6942
Sterling Manor Financial
New York
$160M +$1.68M +1% 0.79% 42.4% 35 0%
PPF
6943
Pacific Park Financial
California
$160M 2.21% 74
FPW
6944
Flywheel Private Wealth
California
$160M +$32.1M +25% 2.36% 87 10.34%
PWA
6945
Providence Wealth Advisors
Illinois
$160M +$1.57M +1% 6.94% 112% 91 12.09%
RWC
6946
Rare Wolf Capital
Washington
$160M 5.59% 123
GEH
6947
General Equity Holdings
New York
$160M -$4.33M -3% 1.27% 775% 14 28.57%
BRPW
6948
Ballast Rock Private Wealth
South Carolina
$160M 3.14% 171
PWA
6949
Principia Wealth Advisory
Texas
$160M +$14.9M +10% 4.66% 1,053 11.68%
PMSA
6950
Patrick M. Sweeney & Associates
Illinois
$160M +$5.19M +3% 3.97% 164 6.1%