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
IMA
3926
Investment Management Associates
Colorado
$239M +$26.2M +12% 45
BWM
3927
BCS Wealth Management
Tennessee
$239M +$26.4M +12% 197
HNW
3928
High Note Wealth
Minnesota
$239M -$11.5M -5% 100
HCM
3929
Harvey Capital Management
Florida
$239M +$7.89M +3% 82
CPG
3930
Cornerstone Planning Group
New Jersey
$239M 1,561
LWA
3931
LWS Wealth Advisors
New Jersey
$239M -$22.5M -9% 61
KJWM
3932
Kiley Juergens Wealth Management
Washington
$239M +$26M +12% 74
VM
3933
Varde Management
Minnesota
$239M -$103M -30% 18
FCCPG
3934
FountainVest China Capital Partners GP3
Cayman Islands
$239M +$88.3M +59% 1
DA
3935
Denali Advisors
California
$239M +$27M +13% 465
ST
3936
Somerset Trust
Pennsylvania
$238M +$23.7M +11% 153
CFG
3937
Compton Financial Group
Maryland
$238M +$21M +10% 36
SIA
3938
Sovereign Investment Advisors
Arizona
$238M +$14.9M +7% 33
PPW
3939
Presilium Private Wealth
Pennsylvania
$238M 48
BBNB
3940
Baker Boyer National Bank
Washington
$238M +$12.9M +6% 81
MVM
3941
Medicxi Ventures Management
Jersey
$238M -$2.1M -0.9% 7
ACM
3942
Athyrium Capital Management
New York
$238M -$29.1M -11% 11
GSWM
3943
Greenup Street Wealth Management
Michigan
$238M +$17.9M +8% 85
EPP
3944
ETF Portfolio Partners
Kansas
$238M +$11.5M +5% 51
JWM
3945
Jeppson Wealth Management
California
$238M +$17.2M +8% 215
SCM
3946
Stonepine Capital Management
Oregon
$238M +$15.3M +7% 25
CSUI
3947
Cincinnati Specialty Underwriters Insurance
Ohio
$238M +$20M +9% 39
BCM
3948
Beck Capital Management
Texas
$238M +$4.08M +2% 153
MWM
3949
Marion Wealth Management
Pennsylvania
$237M +$42.3M +22% 105
AFA
3950
Arlington Financial Advisors
California
$237M +$40.8M +21% 68