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
3726
Keudell/Morrison Wealth Management
Oregon
$368M +$26.6M +8% 230
RGC
3727
Redwood Grove Capital
California
$368M +$48.8M +15% 29
CFO
3728
Collective Family Office
Pennsylvania
$368M +$28.2M +8% 178
WFM
3729
Wolff Financial Management
Michigan
$368M +$233M +172% 98
LAM
3730
L2 Asset Management
Massachusetts
$368M +$36.1M +11% 248
SLC
3731
Second Line Capital
Louisiana
$367M +$40.1M +12% 139
FA
3732
FDx Advisors
Illinois
$367M +$5.14M +1% 212
RPA
3733
Rock Point Advisors
Vermont
$366M +$32.8M +10% 110
WA
3734
Wambolt & Associates
Colorado
$366M +$21.6M +6% 212
RAM
3735
Riggs Asset Management
Pennsylvania
$366M +$30.3M +9% 722
CPI
3736
Crestview Partners III
New York
$366M +$10.1M +3% 3
HV
3737
HST Ventures
Utah
$366M +$144M +65% 74
BWAM
3738
Boyd Watterson Asset Management
Ohio
$365M +$14.9M +4% 448
WAM
3739
Warberg Asset Management
Illinois
$365M -$11.4M -3% 270
SB
3740
Sunflower Bank
Texas
$365M -$58.8M -14% 133
JWM
3741
JFG Wealth Management
Colorado
$365M +$13.3M +4% 76
DWM
3742
Darwin Wealth Management
Florida
$364M +$163M +81% 648
DA
3743
Doliver Advisors
Texas
$364M +$6.2M +2% 156
WPIC
3744
White Pine Investment Company
Michigan
$364M +$24.1M +7% 66
SFA
3745
Semmax Financial Advisors
North Carolina
$364M +$31.2M +9% 421
BCC
3746
Bridge City Capital
Oregon
$364M +$66.3M +22% 117
AWM
3747
Aries Wealth Management
Maine
$364M +$46.4M +15% 234
T2I
3748
Turim 21 Investimentos
Brazil
$363M -$28.6M -7% 80
WAS
3749
Wealth Advisory Solutions
Indiana
$363M -$5.65M -2% 135
ITC
3750
Inspire Trust Company
Nevada
$363M +$60.2M +20% 114