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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
TPWM
8026
Torrey-Payne Wealth Management
California
$122M +$12.6M +12% 10.8% 42 11.9%
IVMX
8027
Institutional Venture Management XV
California
$122M +$46M +61% 63.7% 116% 3 0%
PWA
8028
Portus Wealth Advisors
North Carolina
$121M +$15.3M +14% 22.2% 568 91.37%
P
8029
Pandowealth
Georgia
$121M +$6.88M +6% 13.8% 20 15%
ARA
8030
Alexander Randolph Advisory
Virginia
$121M +$5.41M +5% 15.9% 57 33.33%
DG
8031
Dala Group
Illinois
$121M +$1.74M +1% 22.2% 75 12%
VWM
8032
Verus Wealth Management
Wisconsin
$121M +$13.6M +13% 9.68% 57 14.04%
CIM
8033
Chapman Investment Management
California
$121M +$47.9K +0% 0% 44% 53 100%
WFP
8034
Worthington Financial Partners
Ohio
$121M +$4.39M +4% 41% 108 11.11%
MGI
8035
Miller Global Investments
Texas
$121M +$11.7M +11% 9.93% 310 14.84%
SPCM
8036
Stoic Point Capital Management
California
$121M +$17.9M +17% 11.5% 78 30.77%
RCP
8037
Roan Capital Partners
Tennessee
$121M +$12.3M +11% 8.34% 89 25.84%
KPWM
8038
KDK Private Wealth Management
Texas
$121M +$11.3M +10% 9.05% 62 11.29%
MFG
8039
Mission Financial Group
Nevada
$121M 13.5% 158
V
8040
Viaable
Pennsylvania
$121M 2.91% 36
MM
8041
Morangie Management
Florida
$120M +$11.8M +11% 15.3% 35 5.71%
HA
8042
Helium Advisors
Washington
$120M +$15.3M +15% 15.1% 110 18.18%
MAM
8043
Mirabaud Asset Management
United Kingdom
$120M -$1.16M -1% 25.5% 53 47.17%
RG
8044
RHL Group
Michigan
$120M +$3.1M +3% 15.9% 297 28.96%
BHFP
8045
Blom & Howell Financial Planning
California
$120M +$18.2M +18% 16.3% 67 8.96%
PC
8046
Payne Capital
Oregon
$120M +$11.1M +10% 11.1% 59 6.78%
BLC
8047
Blue Line Capital
Illinois
$120M +$31.5M +36% 30.3% 98 40.82%
IMC
8048
Investment Management Corporation
Virginia
$120M +$3.37M +3% 11.2% 56 17.86%
JCA
8049
January Capital Advisors
California
$120M +$45.5M +61% 13.1% 58 15.52%
CCMW
8050
Cypress Capital Management (Wyoming)
Wyoming
$120M +$11.5M +11% 13.6% 161% 220 10%