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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
CFWMA
7101
Center for Wealth Management Advisory
Ohio
$139M +$3.19M +2% 3.34% 69 21.74%
ACP
7102
Argyle Capital Partners
California
$139M +$1.97M +1% 0.86% 171 14.62%
GA
7103
GraniteShares Advisors
New York
$139M -$25.8M -16% 5.17% 86.2% 90 0%
BCP
7104
Bluegrass Capital Partners
Florida
$139M -$28.6M -17% 12.9% 56.2% 11 9.09%
KCM
7105
Kennondale Capital Management
Virginia
$139M +$2.8M +2% 6.86% 87 14.94%
PAM
7106
Parvin Asset Management
South Dakota
$139M +$12.8M +10% 8.27% 323 8.05%
DWM
7107
DKM Wealth Management
California
$139M +$4.66M +3% 1.08% 79 6.33%
CCC
7108
Chesapeake Capital Corp
Florida
$139M +$19.2M +16% 15.7% 190 34.74%
PP
7109
Paladin Partners
Wisconsin
$139M +$4.49M +3% 1.74% 219 4.57%
SAM
7110
Seelaus Asset Management
New Jersey
$139M +$12.7M +10% 1.56% 122% 214 24.3%
PWM
7111
PMG Wealth Management
Illinois
$139M +$2.21M +2% 1.06% 62 14.52%
MFF
7112
Michels Family Financial
Texas
$139M +$2.54M +2% 1.79% 142 6.34%
WFG
7113
Wormser Freres Gestion
France
$139M -$37.5M -21% 9.89% 44 4.55%
CPW
7114
Cogent Private Wealth
Florida
$139M +$7.19M +5% 0.39% 108 18.52%
RCM
7115
RMR Capital Management
California
$138M -$497K -0.4% 1.07% 79 11.39%
AFW
7116
Atlantic Family Wealth
Florida
$138M +$6.01M +5% 1.81% 63 19.05%
KWM
7117
Koa Wealth Management
California
$138M -$7.32M -5% 4.93% 59 6.78%
SIP
7118
Stoneridge Investment Partners
Pennsylvania
$138M -$5.41M -4% 7.14% 44.2% 156 37.18%
SWA
7119
Safir Wealth Advisors
New Hampshire
$138M -$4.35M -3% 2.81% 46.4% 20 20%
DW
7120
Durante & Waters
New York
$138M -$5.22M -4% 2.94% 32 3.13%
PF
7121
PlanWiser Financial
Colorado
$138M +$4.48M +3% 0.14% 51 15.69%
RC
7122
Renaissance Capital
Connecticut
$138M -$753K -0.5% 2.06% 410% 48 20.83%
PAM
7123
PartnerRe Asset Management
Connecticut
$138M -$1.45M -1% 1.03% 2 0%
PF
7124
Prota Financial
Texas
$138M -$842K -0.6% 1.44% 72 13.89%
LDNAM
7125
Lepercq De Neuflize Asset Management
New York
$138M -$36.9M -21% 3.43% 27 40.74%