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
BHWA
3576
Beacon Harbor Wealth Advisors
Virginia
$300M -$5.31M -2% 80
MHR
3577
Matthew Hamilton Rosenberg
$300M +$4.42M +1% 981
MMG
3578
Monetary Management Group
Missouri
$300M -$26.3M -8% 341
PCA
3579
Peddock Capital Advisors
Massachusetts
$300M -$4.1M -1% 145
DCMIC
3580
Decheng Capital Management III (Cayman)
Cayman Islands
$300M -$19.2M -6% 32
HVCM
3581
Hel Ved Capital Management
Hong Kong
$300M +$66.8M +29% 54
UF
3582
Univest Financial
Pennsylvania
$300M -$31M -9% 119
SIM
3583
Seaview Investment Managers
Florida
$300M -$8.09M -3% 118
AFG
3584
Atomi Financial Group
New York
$299M +$80.3M +37% 389
BP
3585
Broadleaf Partners
Ohio
$299M -$7.01M -2% 78
SDAM
3586
Shulman DeMeo Asset Management
New York
$299M -$34.9M -10% 134
FCFC
3587
First Commonwealth Financial Corp
Pennsylvania
$299M -$8.12M -3% 171
NCL
3588
Nishkama Capital LLC
Puerto Rico
$299M -$244M -45% 57
MI
3589
M3F Inc
Utah
$299M -$18.9M -6% 44
CSC
3590
Cook Street Consulting
Colorado
$299M -$32.1M -10% 2
CAM
3591
Cypress Asset Management
Texas
$299M -$11.7M -4% 123
TWD
3592
True Wealth Design
Ohio
$299M +$25.3M +9% 823
GWM
3593
GSB Wealth Management
Connecticut
$299M -$8.77M -3% 215
WIC
3594
Whitegate Investment Counselors
New Hampshire
$299M -$5.98M -2% 62
HI
3595
Hoey Investments
Pennsylvania
$298M -$3.98M -1% 362
CM
3596
CoreCommodity Management
Connecticut
$298M -$41.6M -12% 191
CAMV
3597
Concord Asset Management (Virginia)
Virginia
$298M +$14.7M +5% 143
CCM
3598
Carderock Capital Management
Maryland
$298M -$24.5M -8% 59
MCM
3599
Monument Capital Management
Virginia
$298M -$15.7M -5% 190
WCA
3600
Waypoint Capital Advisors
Minnesota
$298M -$22.5M -7% 136