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
3801
Cordatus Wealth Management
Pennsylvania
$237M +$28.9M +14% 162
CYG
3802
Clean Yield Group
Vermont
$237M +$34.8M +17% 450
WA
3803
Winfield Associates
Ohio
$237M +$26.9M +13% 139
OCM
3804
Oakview Capital Management
Texas
$237M +$7.52M +3% 17
RPSA
3805
Richard P. Slaughter Associates
Texas
$237M +$18.3M +8% 104
APW
3806
Aurora Private Wealth
New Jersey
$236M +$2.69M +1% 230
CP
3807
Covenant Partners
Tennessee
$236M +$29.6M +14% 205
MSKCC
3808
Memorial Sloan Kettering Cancer Center
New York
$236M 4
P
3809
Paradiem
Louisiana
$236M 88
PRA
3810
Pine Ridge Advisers
New York
$236M 24
SWA
3811
Sutton Wealth Advisors
Florida
$236M +$29M +14% 1,262
OC
3812
One01 Capital
California
$236M 17
HNW
3813
High Note Wealth
Minnesota
$235M 75
CG1
3814
Canvas GP 1
California
$235M 1
ARI
3815
Applied Research Investments
Delaware
$235M +$57.7M +33% 48
ACM
3816
Anfield Capital Management
California
$235M +$61.4M +35% 90
OCM
3817
Orchard Capital Management
Illinois
$235M 44
SCP
3818
Stamos Capital Partners
California
$234M -$34.7M -13% 77
SIM
3819
Strategic Investment Management
Virginia
$234M -$66.7M -22% 13
ECM
3820
Elgethun Capital Management
South Dakota
$234M +$51.6M +28% 103
KM
3821
Kalos Management
Georgia
$234M +$9.93M +4% 269
SSI
3822
Scott & Selber Inc
Texas
$234M +$10.7M +5% 109
MCM
3823
Maytus Capital Management
New York
$234M +$16.9M +8% 56
BCM
3824
Blume Capital Management
California
$234M +$36.6M +19% 246
IACCGIA
3825
IDG-Accel China Capital GP II Associates
Hong Kong
$234M 3