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
4026
Peloton Wealth Strategists
Indiana
$244M +$1.94M +0.8% 93
PCMC
4027
Private Capital Management (Colorado)
Colorado
$244M +$26M +12% 141
TSS
4028
Thomas Story & Son
Indiana
$244M -$24M -9% 65
CWP
4029
Concord Wealth Partners
Virginia
$244M -$105M -30% 1,083
SC
4030
Searle & Co
Connecticut
$244M -$354K -0.1% 153
AFWM
4031
AMJ Financial Wealth Management
Virginia
$244M +$14.2M +6% 107
SHCM
4032
Stone House Capital Management
Florida
$244M +$7.3M +3% 3
VFM
4033
Vivid Financial Management
California
$244M +$472K +0.2% 163
WA
4034
WP Advisors
California
$244M +$4M +2% 107
WCM
4035
Wisconsin Capital Management
Wisconsin
$244M -$11.6M -5% 60
VC
4036
Voss Capital
Texas
$244M +$3.21M +1% 48
IFO
4037
Independent Family Office
New York
$243M -$12.9M -5% 60
BIA
4038
BHK Investment Advisors
Alabama
$243M -$2.06M -0.8% 66
SI
4039
Squadra Investments
Brazil
$243M -$176M -42% 6
FWM
4040
Fairhaven Wealth Management
Illinois
$243M -$8.21M -3% 122
MCC
4041
Malaga Cove Capital
California
$243M +$8.09M +3% 187
PFG
4042
Piershale Financial Group
Illinois
$243M -$11.3M -4% 38
CF
4043
Copperwynd Financial
Arizona
$243M +$6.86M +3% 129
OCM
4044
Ogborne Capital Management
California
$242M -$182M -43% 9
QPWM
4045
Quadrant Private Wealth Management
Pennsylvania
$242M -$4.39M -2% 202
WCM
4046
Weik Capital Management
Pennsylvania
$242M -$14.7M -6% 115
DP
4047
Denver PWM
Colorado
$242M +$3.19M +1% 97
EE
4048
EWG Elevate
California
$242M -$16.1M -6% 106
PGWM
4049
Parisi Gray Wealth Management
New Jersey
$242M -$31.3M -11% 609
VVM
4050
Versant Venture Management
California
$242M -$60.3M -20% 11