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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
VWM
7426
Verus Wealth Management
Wisconsin
$91.3M +$2.1M +2% 0.59% 54 3.7%
PAM
7427
Parvin Asset Management
South Dakota
$91.3M -$3.46M -4% 7.97% 425 37.41%
ACM
7428
Ariose Capital Management
Hong Kong
$91.2M -$29.6M -24% 4.32% 646% 23 91.3%
BFWM
7429
Bright Futures Wealth Management
New York
$91.2M -$21.2M -19% 1.96% 132 23.48%
GBA
7430
Garrison Bradford & Associates
New York
$90.9M -$4.55M -5% 2.71% 57.6% 62 53.23%
RRCP
7431
Rip Road Capital Partners
Massachusetts
$90.9M -$27.3M -23% 6.96% 121% 22 22.73%
AM
7432
Account Management
Massachusetts
$90.8M +$5.41M +6% 6.17% 74.9% 25 8%
LSL
7433
Legacy Solutions LLC
Pennsylvania
$90.8M -$989K -1% 2.71% 72 5.56%
HCG
7434
Haven Capital Group
California
$90.8M -$15.7M -15% 7.55% 41 24.39%
HFCII
7435
H&F Corporate Investors IX
California
$90.7M -$1.09M -1% 1.18% 53.7% 1 0%
SF
7436
Schaeffer Financial
Maryland
$90.6M -$9.63M -10% 1.54% 19 21.05%
PFW
7437
Petros Family Wealth
Minnesota
$90.4M -$2.28M -2% 2.35% 141 20.57%
IVGAI
7438
Index Venture Growth Associates III
Jersey
$90.4M +$9.33M +12% 11.5% 444% 2 0%
PIA
7439
Prakash Investment Advisors
Massachusetts
$90.3M -$11M -11% 9.85% 59 13.56%
NFTC
7440
North Forty Two & Co
Oregon
$90.3M +$3.68M +4% 2.13% 98 11.22%
HWM
7441
Hobbs Wealth Management
Indiana
$90.1M +$2.61M +3% 2.46% 53 26.42%
PHIMC
7442
Private Harbour Investment Management & Counsel
Ohio
$90.1M -$1.22M -1% 3.26% 95.1% 39 5.13%
VM
7443
Valinor Management
New York
$90M -$16M -15% 0.91% 12.8% 1 0%
TF
7444
Telligent Fund
Hong Kong
$90M -$15M -14% 4.47% 32 34.38%
JRFS
7445
James Reed Financial Services
Ohio
$89.7M -$6.12M -6% 4.4% 19 21.05%
CWD
7446
Clarity Wealth Development
Oregon
$89.6M -$2.51M -3% 0.78% 47 14.89%
MCM
7447
Massar Capital Management
Connecticut
$89.5M +$1.53M +2% 3.33% 159 100%
GHP
7448
Great Hill Partners
Massachusetts
$89.3M -$34.3M -28% 27.7% 14.7% 1 0%
BW
7449
Blalock Williams
Alabama
$89.3M +$3.38M +4% 0.59% 118 15.25%
DILH
7450
Dai-ichi Life Holdings
Japan
$89.2M -$1.96M -2% 1.93% 28 53.57%