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
KMWM
3526
Keudell/Morrison Wealth Management
Oregon
$275M +$36.1M +15% 189
MIM
3527
Monashee Investment Management
Massachusetts
$275M -$70.6M -20% 53
PCTC
3528
Perkins Coie Trust Company
Washington
$275M -$47.4M -15% 244
WM
3529
Wishbone Management
Illinois
$275M -$236M -46% 9
HEIP
3530
Hudson Edge Investment Partners
New Jersey
$274M -$43.2M -14% 142
XWM
3531
Xcel Wealth Management
Florida
$274M -$90.3M -25% 141
ES
3532
Eagle Strategies
New York
$274M +$18.3M +7% 168
OFCM
3533
One Fin Capital Management
California
$274M +$32.5M +13% 38
KAH
3534
Kathryn A. Hall
$274M -$57.6M -17% 53
DAL
3535
Delta Air Lines
Georgia
$274M -$128M -32% 4
MWA
3536
MFA Wealth Advisors
Pennsylvania
$274M -$39.5M -13% 75
JWM
3537
JFG Wealth Management
Colorado
$273M -$59.5M -18% 48
WIC
3538
Whitegate Investment Counselors
New Hampshire
$273M -$50.3M -16% 71
SAM
3539
SignalPoint Asset Management
Missouri
$273M -$42.3M -13% 234
FIBT
3540
First International Bank & Trust
North Dakota
$273M -$20.9M -7% 97
VCM
3541
Versant Capital Management
Arizona
$273M -$40.6M -13% 1,739
RW
3542
REDW Wealth
New Mexico
$273M -$64.2M -19% 131
CWM
3543
Centric Wealth Management
Illinois
$272M -$43.8M -14% 166
MSS
3544
Mitchell Sinkler & Starr
Pennsylvania
$272M -$47M -15% 120
PWM
3545
Praetorian Wealth Management
California
$272M -$21.3M -7% 41
SSC
3546
Syverson Strege & Co
Iowa
$272M +$180M +196% 360
PHP
3547
Parkman Healthcare Partners
Connecticut
$272M -$70.2M -21% 92
REMPR
3548
Roof Eidam Maycock Peralta (REMP)
California
$271M -$38.1M -12% 107
WCA
3549
Westover Capital Advisors
Delaware
$271M -$49.5M -15% 198
AWMG
3550
Alliance Wealth Management Group
New Jersey
$271M -$36.8M -12% 75