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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)
GCP
8026
Guardian Capital (Pennsylvania)
Pennsylvania
$122M +$17.7M +17% 24.5% – 85 11.76% 1.8
HPWM
8027
High Point Wealth Management
New Jersey
$122M +$18.6M +18% 21.1% – 262 9.16% 1.8
FWM
8028
Forteris Wealth Management
New York
$122M +$17.8M +17% 17.8% – 73 12.33% 1.8
WCG
8029
Wall Capital Group
Arizona
$122M +$28.5M +30% 11.6% – 31 29.03% 9
WOSD
8030
WFA of San Diego
California
$122M -$2.5M -2% 11.7% – 405 77.04% 17.2
CWM
8031
Cooke Wealth Management
California
$122M +$9.25M +8% 9.41% – 39 5.13% 1.9
JWM
8032
JHP Wealth Management
Colorado
$122M +$17.5M +17% 13.2% – 43 32.56% 1.4
CWM
8033
Coral Wealth Management
Florida
$122M +$32.6M +37% 16.5% – 22 50% 0.6
FMI
8034
Financial Management Inc
Arkansas
$122M +$15.5M +15% 10.9% – 46 15.22% 1.7
HCM
8035
Hicks Capital Management
Ohio
$122M +$22M +22% 11.8% – 42 19.05% 3.1
MSAGDF
8036
Moneda SA Administradora General de Fondos
Chile
$122M -$615K -0.5% 3.95% 34.5% 32 25% 9.9
VCM
8037
Vines Capital Management
Louisiana
$122M +$21M +21% 24.2% – 92 18.48% 1.6
CWM
8038
ClientFirst Wealth Management
Arkansas
$122M +$3.26M +3% 4.13% – 55 12.73% 11.3
GWM
8039
Greenline Wealth Management
Florida
$122M +$35M +40% 34.8% – 139 38.13% 1.3
D
8040
Drystone
Virginia
$122M +$10.7M +10% 14.7% – 18 0% 15.7
TPWM
8041
Torrey-Payne Wealth Management
California
$122M +$12.6M +12% 10.8% – 42 11.9% 1.9
IVMX
8042
Institutional Venture Management XV
California
$122M +$46M +61% 63.7% 116% 3 0% 15.3
PWA
8043
Portus Wealth Advisors
North Carolina
$121M +$15.3M +14% 22.2% – 568 91.37% 2.7
P
8044
Pandowealth
Georgia
$121M +$6.88M +6% 13.8% – 20 15% 1.8
ARA
8045
Alexander Randolph Advisory
Virginia
$121M +$5.41M +5% 15.9% – 57 33.33% 8.8
DG
8046
Dala Group
Illinois
$121M +$1.74M +1% 22.2% – 75 12% 1.8
VWM
8047
Verus Wealth Management
Wisconsin
$121M +$13.6M +13% 9.68% – 57 14.04% 4.9
CIM
8048
Chapman Investment Management
California
$121M +$47.9K +0% 0% 44% 53 100% 0
WFP
8049
Worthington Financial Partners
Ohio
$121M +$4.39M +4% 41% – 108 11.11% 1.8
MGI
8050
Miller Global Investments
Texas
$121M +$11.7M +11% 9.93% – 310 14.84% 1.6