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
RWM
3876
Rockline Wealth Management
New York
$324M +$37.5M +13% 105
OCM
3877
Ogborne Capital Management
California
$323M -$74.7M -19% 15
SRA
3878
Summit Rock Advisors
New York
$323M +$11.7M +4% 10
CWA
3879
Canvas Wealth Advisors
Kansas
$323M +$25.9M +9% 166
ASW
3880
Astoria Strategic Wealth
Texas
$323M +$7.55M +2% 32
WCM
3881
Windsor Capital Management
Arizona
$323M +$685K +0.2% 118
WWM
3882
Wiser Wealth Management
Georgia
$323M +$18.2M +6% 37
TAM
3883
TFG Asset Management
Cayman Islands
$323M -$41.1M -11% 33
FIM
3884
Fernwood Investment Management
Massachusetts
$322M -$21M -6% 718
V
3885
VeraBank
Texas
$322M +$1.1M +0.3% 147
LF
3886
Lantz Financial
Illinois
$322M +$11.2M +4% 217
SIAG
3887
Safeguard Investment Advisory Group
California
$322M +$27.4M +9% 116
V
3888
ValueWorks
New York
$322M +$14M +5% 34
UAG
3889
United Advisor Group
Ohio
$322M +$55.7M +21% 285
TSMHT
3890
Thurston Springer Miller Herd & Titak
Indiana
$321M +$72.3M +29% 1,612
KWS
3891
Keystone Wealth Services
California
$321M +$13.7M +4% 237
AFWM
3892
AMJ Financial Wealth Management
Virginia
$321M +$21.8M +7% 84
GCM
3893
G2 Capital Management
Ohio
$321M +$10.4M +3% 65
WH
3894
Whitcomb & Hess
Ohio
$321M +$9.8M +3% 55
IC
3895
Ikarian Capital
Texas
$320M -$47.2M -13% 116
OWA
3896
Outlook Wealth Advisors
Texas
$320M -$3.33M -1% 301
MC
3897
Muhlenkamp & Co
Pennsylvania
$320M -$23.8M -7% 30
GPA
3898
Guidance Point Advisors
Massachusetts
$320M +$13.8M +4% 89
BCM
3899
Boltwood Capital Management
California
$320M -$2.7M -0.8% 173
SWK
3900
Stephen W. Kidder
$320M +$6.69M +2% 75