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
PWS
4001
Peloton Wealth Strategists
Indiana
$244M +$1.94M +0.8% 93
PCMC
4002
Private Capital Management (Colorado)
Colorado
$244M +$26M +12% 141
TSS
4003
Thomas Story & Son
Indiana
$244M -$24M -9% 65
CWP
4004
Concord Wealth Partners
Virginia
$244M -$105M -30% 1,083
SC
4005
Searle & Co
Connecticut
$244M -$354K -0.1% 153
AFWM
4006
AMJ Financial Wealth Management
Virginia
$244M +$14.2M +6% 107
SHCM
4007
Stone House Capital Management
Florida
$244M +$7.3M +3% 3
VFM
4008
Vivid Financial Management
California
$244M +$472K +0.2% 163
WA
4009
WP Advisors
California
$244M +$4M +2% 107
WCM
4010
Wisconsin Capital Management
Wisconsin
$244M -$11.6M -5% 60
VC
4011
Voss Capital
Texas
$244M +$3.21M +1% 48
IFO
4012
Independent Family Office
New York
$243M -$12.9M -5% 60
BIA
4013
BHK Investment Advisors
Alabama
$243M -$2.06M -0.8% 66
SI
4014
Squadra Investments
Brazil
$243M -$176M -42% 6
FWM
4015
Fairhaven Wealth Management
Illinois
$243M -$8.21M -3% 122
MCC
4016
Malaga Cove Capital
California
$243M +$8.09M +3% 187
PFG
4017
Piershale Financial Group
Illinois
$243M -$11.3M -4% 38
CF
4018
Copperwynd Financial
Arizona
$243M +$6.86M +3% 129
OCM
4019
Ogborne Capital Management
California
$242M -$182M -43% 9
QPWM
4020
Quadrant Private Wealth Management
Pennsylvania
$242M -$4.39M -2% 202
WCM
4021
Weik Capital Management
Pennsylvania
$242M -$14.7M -6% 115
DP
4022
Denver PWM
Colorado
$242M +$3.19M +1% 97
EE
4023
EWG Elevate
California
$242M -$16.1M -6% 106
PGWM
4024
Parisi Gray Wealth Management
New Jersey
$242M -$31.3M -11% 609
VVM
4025
Versant Venture Management
California
$242M -$60.3M -20% 11