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
EVM
3901
Evelyn V. Moreno
$221M -$207M -48% 164
AIM
3902
Atlantic Investment Management
New York
$221M -$42.5M -16% 12
RIP
3903
Rhino Investment Partners
Pennsylvania
$221M -$1.3M -0.6% 48
HCM
3904
Heathbridge Capital Management
Ontario, Canada
$221M -$22M -9% 27
WA
3905
WP Advisors
California
$221M -$9.2M -4% 109
RRA
3906
Round Rock Advisors
Connecticut
$221M -$1.19M -0.5% 149
FSG
3907
Financial Strategies Group
Michigan
$221M -$18.1M -8% 89
JWM
3908
Jeppson Wealth Management
California
$221M -$11.9M -5% 210
PIA
3909
Perennial Investment Advisors
California
$220M -$35.5M -14% 231
BWAM
3910
Boyd Watterson Asset Management
Ohio
$220M -$14.4M -6% 136
NC
3911
NovaPoint Capital
Georgia
$220M -$9.86M -4% 128
HIC
3912
Holderness Investments Company
North Carolina
$220M -$19.6M -8% 201
GSWM
3913
Greenup Street Wealth Management
Michigan
$220M +$8.28M +4% 83
AC
3914
AlphaCore Capital
California
$220M +$4.45M +2% 168
SAS
3915
Stelac Advisory Services
New York
$220M -$29M -12% 172
MCM
3916
Morton Capital Management
California
$220M -$9.9M -4% 86
TCWA
3917
Ten Capital Wealth Advisors
Washington
$220M -$10.1M -4% 653
DBRC
3918
D.B. Root & Company
Pennsylvania
$220M -$13.6M -6% 172
OBWG
3919
Onyx Bridge Wealth Group
New York
$219M -$5.08M -2% 203
CMP
3920
Coston McIsaac & Partners
Maine
$219M +$53.6M +32% 794
GPA
3921
Guidance Point Advisors
Massachusetts
$219M -$12.7M -5% 84
ASW
3922
Astoria Strategic Wealth
Texas
$219M -$8.52M -4% 32
WFM
3923
Wolff Financial Management
Michigan
$219M -$5.7M -3% 102
CWM
3924
Chesapeake Wealth Management
Virginia
$219M -$14.8M -6% 173
SOCM
3925
SR One Capital Management
Pennsylvania
$219M +$14.4M +7% 4