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
PWM
3901
PRW Wealth Management
Massachusetts
$256M +$23.2M +10% 115
VSAM
3902
Value Star Asset Management
Hong Kong
$256M 34
TCOO
3903
Trust Company of Oklahoma
Oklahoma
$256M +$7.12M +3% 147
FA
3904
Fountainhead AM
New Jersey
$256M +$33.3M +15% 85
BL
3905
BWCP LP
Texas
$256M +$28.9M +13% 25
AC
3906
Arjuna Capital
North Carolina
$255M +$38M +18% 122
DFG
3907
Delta Financial Group
New Jersey
$255M +$28.8M +13% 192
WRPWM
3908
Werba Rubin Papier Wealth Management
California
$255M +$12.1M +5% 120
BCM
3909
Bienville Capital Management
New York
$255M -$13.4M -5% 99
DMKJ
3910
David M. Knott Jr
$254M -$10.2M -4% 185
SEP
3911
Southland Equity Partners
Missouri
$254M -$4.94M -2% 182
DBRC
3912
D.B. Root & Company
Pennsylvania
$254M +$17.5M +7% 170
IA
3913
IFG Advisors
Missouri
$254M +$25M +11% 125
HCM
3914
Harvey Capital Management
Florida
$254M +$14.9M +6% 82
OHWA
3915
Oak Hill Wealth Advisors
Virginia
$254M +$11.6M +5% 106
HPC
3916
Hobart Private Capital
North Carolina
$254M +$106M +72% 55
VIA
3917
Vickerman Investment Advisors
Washington
$253M +$33.1M +15% 73
BFW
3918
Brady Family Wealth
Missouri
$253M +$11.1M +5% 116
IWMA
3919
Ironwood Wealth Management (Arizona)
Arizona
$253M +$13.8M +6% 46
MC
3920
Mount Capital
United Kingdom
$253M -$5.27M -2% 52
CFG
3921
Compton Financial Group
Maryland
$253M +$14.8M +6% 38
HI
3922
Hoey Investments
Pennsylvania
$253M +$23.6M +10% 363
FCPV
3923
FS Capital Partners VI
California
$253M -$44.6M -15% 1
OFCM
3924
One Fin Capital Management
California
$253M +$33.6M +15% 35
DMBA
3925
Deseret Mutual Benefit Administrators
Utah
$253M +$9.46M +4% 497