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
MWM
3301
Mattern Wealth Management
Kansas
$453M -$1.66M -0.4% 181
VPP
3302
Vertex Planning Partners
Illinois
$453M +$35M +8% 183
MAM
3303
Milestone Asset Management
Pennsylvania
$453M +$8.21M +2% 245
RIP
3304
Rhino Investment Partners
Pennsylvania
$452M +$18.5M +4% 55
MSA
3305
Marino Stram & Associates
Massachusetts
$452M +$3.84M +0.9% 174
YCM
3306
Yiheng Capital Management
California
$452M -$89.6M -17% 21
PG
3307
Patten Group
Tennessee
$452M +$1.62M +0.4% 257
IP
3308
Intellectus Partners
California
$452M +$60.5M +15% 291
JHCM
3309
Juniper Hill Capital Management
California
$451M +$15.9M +4% 6
SXL
3310
Summit X LLC
Missouri
$451M +$39.8M +10% 239
ONPI
3311
Owls Nest Partners IA
Pennsylvania
$451M +$58.9M +15% 20
CAM
3312
Covenant Asset Management
New Jersey
$451M -$198K -0% 149
LCM
3313
Liberty Capital Management
Michigan
$451M -$1.22M -0.3% 167
TFF
3314
The Family Firm
Maryland
$450M -$7.15M -2% 221
BCC
3315
Bain Capital Credit
Massachusetts
$449M -$34.6M -7% 8
ETS
3316
ESL Trust Services
New York
$449M +$7.17M +2% 349
HCA
3317
Harbour Capital Advisors
Virginia
$449M +$15.1M +3% 316
I
3318
InceptionR
California
$448M +$38.7M +9% 911
CA
3319
Cambridge Advisors
Nebraska
$448M -$9.71M -2% 173
BA
3320
BCM Advisors
Louisiana
$448M +$12.1M +3% 70
CIP
3321
Convergence Investment Partners
Florida
$447M +$76.7M +21% 292
SCM
3322
Silverarc Capital Management
Massachusetts
$447M +$3.47M +0.8% 81
RPSA
3323
Richard P. Slaughter Associates
Texas
$446M +$15.7M +4% 155
WFA
3324
WestHill Financial Advisors
California
$446M +$571K +0.1% 80
RPWA
3325
Regent Peak Wealth Advisors
Georgia
$446M +$10M +2% 197