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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
CWM
7451
Centricity Wealth Management
Ohio
$107M 0.01% 454
TF
7452
TME Financial
California
$107M 1.8% 65
AFW
7453
Avantra Family Wealth
Pennsylvania
$107M 1.85% 152
PCMN
7454
Paradigm Capital Management (Nevada)
Nevada
$107M +$2.72M +3% 0.26% 60 8.33%
WFS
7455
WealthGarden F.S.
California
$107M +$4.19M +4% 0.46% 130 14.62%
CI
7456
Centerstone Investors
New York
$107M +$3.8M +4% 1.24% 73.7% 28 7.14%
ECP
7457
Elemental Capital Partners
California
$107M 84.5% 6
RCP
7458
RPM Capital Partners
New York
$107M -$34.4M -24% 24.4% 1 0%
JCM
7459
J2 Capital Management
Michigan
$107M 0.42% 107
PWA
7460
Principia Wealth Advisory
Texas
$107M 1.56% 776
UOC
7461
University of Chicago
Illinois
$107M -$11.7M -10% 1.32% 62.3% 5 0%
YG
7462
York GP
Cayman Islands
$106M 23.2% 2
HCG
7463
Haven Capital Group
California
$106M 5.92% 36
SM
7464
Soapstone Management
Maryland
$106M -$13.9M -12% 7.87% 30.3% 18 33.33%
PAM
7465
Pacific Asset Management
Washington
$106M 0.88% 46
CIA
7466
Caerus Investment Advisors
Texas
$106M +$928K +0.9% 2.72% 85% 32 9.38%
JBW
7467
Journey Beyond Wealth
Georgia
$106M 0.99% 30
OIM
7468
Orca Investment Management
Oregon
$106M -$4.52M -4% 3.62% 122% 59 6.78%
MCM
7469
Monimus Capital Management
New Jersey
$106M 1.45% 51
DWA
7470
Delta Wealth Advisors
Indiana
$106M +$1.7M +2% 0.72% 45 22.22%
RHIG
7471
R.H. Investment Group
Arizona
$106M 0.79% 31
HGP
7472
Haven Global Partners
Georgia
$106M 3.59% 10
VM
7473
Valinor Management
New York
$106M +$41.3M +64% 63.7% 12.8% 1 0%
CCM
7474
Chiron Capital Management
Florida
$106M -$7.05M -6% 1.12% 133 25.56%
2C
7475
272 Capital
Texas
$106M -$69.2M -40% 6.86% 213% 72 48.61%