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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 Avg Time
Held (Qtrs)
MCM
7501
Moon Capital Management
New York
$148M -$17.6M -11% 12.2% 76.3% 15 20% 13.6
HWMG
7502
Harbour Wealth Management Group
South Carolina
$148M +$15.1M +11% 16.3% – 91 4.4% 1.8
PWM
7503
Partnership Wealth Management
Maryland
$148M +$16.8M +13% 15.6% 67.6% 68 4.41% 9
AA
7504
Ahara Advisors
New Jersey
$148M +$28.3M +24% 22.4% – 56 7.14% 1.8
TWPM
7505
Total Wealth Planning & Management
Florida
$148M +$12.5M +9% 20.5% – 238 25.21% 4.1
NI
7506
Navi International
Brazil
$148M -$74.4M -33% 7.42% – 18 55.56% 1.3
BSTWA
7507
Blake Schutter Theil Wealth Advisors
Ohio
$148M +$25.1M +20% 10.1% – 116 9.48% 5.6
ACM
7508
Alcosta Capital Management
California
$148M +$16.6M +13% 22.3% 175% 23 4.35% 10.7
RLWM
7509
RF&L Wealth Management
Massachusetts
$148M +$14.2M +11% 12% 69.9% 54 11.11% 12.3
LC
7510
Lawood & Co
Pennsylvania
$148M +$39.9M +37% 19% – 99 13.13% 1.8
BM
7511
Bislett Management
California
$148M +$18M +14% 18.6% 19.8% 18 0% 24.6
Vanguard Capital Wealth Advisors
7512
Vanguard Capital Wealth Advisors
Colorado
$148M +$39.5M +37% 48.7% 225% 152 34.21% 12.7
LFWA
7513
LiftPoint Family Wealth Advisors
New Jersey
$148M +$26.8M +22% 15.6% – 71 23.94% 1.4
TR
7514
Tepp RIA
New Jersey
$147M +$19.8M +16% 14.9% – 54 33.33% 2.9
DCM
7515
Dorato Capital Management
Colorado
$147M +$12M +9% 16.1% – 259 3.86% 1.9
SFC
7516
Summit Financial Consulting
Michigan
$147M +$7.71M +6% 10.7% – 51 23.53% 3.3
RTM
7517
Red Tree Management
California
$147M +$35.5M +32% 35% – 3 0% 6
ICVCFIA
7518
IDG China Venture Capital Fund IV Associates
Hong Kong
$147M -$72M -33% 23.5% 59.2% 4 0% 17.3
CPWL
7519
Coquina Private Wealth LLC
Florida
$147M +$22.9M +18% 19.4% – 104 10.58% 1.8
CIP
7520
Castlefield Investment Partners
$147M +$16.5M +13% 22.7% – 36 5.56% 1.9
SA
7521
Sincerus Advisory
New York
$147M +$15.3M +12% 12% – 82 8.54% 4.9
CCA
7522
Cygnus Capital Advisors
Georgia
$147M +$915K +0.6% 14.2% – 126 53.17% 1.3
MWA
7523
Madson Wealth Advisors
California
$147M +$26.9M +22% 15.6% – 100 19% 0.8
DAM
7524
Diamant Asset Management
Connecticut
$147M +$9.87M +7% 10% 66.9% 85 15.29% 21.6
WW
7525
Winnow Wealth
Texas
$147M +$17.4M +13% 14.8% – 138 11.59% 2.8