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
3501
Chemistry Wealth Management
New York
$387M +$16.1M +4% 173
CAM
3502
Creekmur Asset Management
Illinois
$387M +$94.8M +32% 1,168
RC
3503
Reik & Co
New York
$387M -$13.4M -3% 55
NWM
3504
Northwest Wealth Management
Iowa
$386M +$21.4M +6% 179
SIA
3505
SeaBridge Investment Advisors
New Jersey
$386M +$6.27M +2% 155
VPP
3506
Vertex Planning Partners
Illinois
$385M +$23.9M +7% 159
DWA
3507
Dorsey Wright & Associates
California
$385M +$1.95M +0.5% 140
EFG
3508
Everhart Financial Group
Ohio
$385M +$41.9M +12% 309
FMTC
3509
Farmers & Merchants Trust Company
California
$385M -$19.6M -5% 204
TLA
3510
Tree Line Advisors
Hong Kong
$385M +$53.8M +16% 8
VFPW
3511
Vantage Financial Partners (Wisconsin)
Wisconsin
$385M +$13.7M +4% 160
GIPM
3512
G2 Investment Partners Management
New York
$385M +$9.94M +3% 90
SNT
3513
SIG North Trading
Pennsylvania
$385M +$111M +41% 103
SHIM
3514
Stone House Investment Management
Pennsylvania
$385M -$40.5M -10% 443
BONH
3515
Bank of New Hampshire
New Hampshire
$385M +$4.21M +1% 503
BHWA
3516
Beacon Harbor Wealth Advisors
Virginia
$384M +$6.68M +2% 84
SMI
3517
Shelter Mutual Insurance
Missouri
$384M -$3.82M -1% 68
CWM
3518
Concentric Wealth Management
California
$384M +$7.89M +2% 138
WPA
3519
West Paces Advisors
Georgia
$383M +$4.04M +1% 615
BCM
3520
Boone Capital Management
Georgia
$383M -$111M -22% 24
AF
3521
Affiance Financial
Minnesota
$383M +$14.1M +4% 97
SDAM
3522
Shulman DeMeo Asset Management
New York
$383M +$5.4M +1% 135
CCM
3523
Carderock Capital Management
Maryland
$382M +$25.4M +7% 75
UW
3524
Unique Wealth
Florida
$382M +$27.6M +8% 94
RW
3525
REDW Wealth
New Mexico
$382M +$10.6M +3% 166