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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
DWM
7026
DKM Wealth Management
California
$139M +$4.64M +3% 78
SAM
7027
Seelaus Asset Management
New Jersey
$139M +$12.7M +10% 215
PWM
7028
PMG Wealth Management
Illinois
$139M +$2.21M +2% 62
MFF
7029
Michels Family Financial
Texas
$139M +$2.54M +2% 142
CPC
7030
CFC Planning Company
Indiana
$139M +$8.6M +7% 84
WFG
7031
Wormser Freres Gestion
France
$139M -$37.5M -21% 44
CPW
7032
Cogent Private Wealth
Florida
$139M +$7.19M +5% 108
RCM
7033
RMR Capital Management
California
$138M -$161K -0.1% 78
AFW
7034
Atlantic Family Wealth
Florida
$138M +$6.01M +5% 63
KWM
7035
Koa Wealth Management
California
$138M -$7.32M -5% 59
SIP
7036
Stoneridge Investment Partners
Pennsylvania
$138M -$5.41M -4% 156
SWA
7037
Safir Wealth Advisors
New Hampshire
$138M -$4.35M -3% 20
DW
7038
Durante & Waters
New York
$138M -$5.22M -4% 32
PF
7039
PlanWiser Financial
Colorado
$138M +$4.48M +3% 51
RC
7040
Renaissance Capital
Connecticut
$138M -$753K -0.5% 48
PAM
7041
PartnerRe Asset Management
Connecticut
$138M -$1.45M -1% 2
PF
7042
Prota Financial
Texas
$138M -$842K -0.6% 72
LDNAM
7043
Lepercq De Neuflize Asset Management
New York
$138M -$36.9M -21% 27
FP
7044
Factorial Partners
New York
$138M -$13.6M -9% 64
TC
7045
Tannin Capital
North Carolina
$138M +$25.9M +23% 158
PBRA
7046
Pine Brook Road Advisors
New York
$138M -$3.32M -2% 1
DFS
7047
Demming Financial Services
Ohio
$138M +$4.75M +4% 40
LPAM
7048
Legion Partners Asset Management
California
$138M -$34M -20% 7
CI
7049
Cria Inc
New York
$138M -$30M -18% 2
ACA
7050
Arsenal Capital Advisors
Pennsylvania
$138M -$3.76M -3% 103