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
QPWM
4051
Quadrant Private Wealth Management
Pennsylvania
$242M -$4.39M -2% 202
WCM
4052
Weik Capital Management
Pennsylvania
$242M -$14.7M -6% 115
DP
4053
Denver PWM
Colorado
$242M +$3.19M +1% 97
EE
4054
EWG Elevate
California
$242M -$16.1M -6% 106
PGWM
4055
Parisi Gray Wealth Management
New Jersey
$242M -$31.3M -11% 609
VVM
4056
Versant Venture Management
California
$242M -$60.3M -20% 11
IVM
4057
InterWest Venture Management
California
$241M -$75.5M -24% 11
JPC
4058
Jabodon PT Co
Nevada
$241M +$138M +133% 35
LAM
4059
Lapides Asset Management
Connecticut
$241M -$9.42M -4% 89
GSEP
4060
Golden State Equity Partners
California
$241M -$16.4M -6% 282
MAG
4061
Mokosak Advisory Group
Iowa
$241M +$3.12M +1% 25
WMRU
4062
William Marsh Rice University
Texas
$241M +$8.75M +4% 7
BHA
4063
Beech Hill Advisors
New York
$241M -$5.39M -2% 87
HWA
4064
Heritage Way Advisors
Illinois
$241M -$2.53M -1% 70
HIM
4065
Hotaling Investment Management
Pennsylvania
$241M -$5.32M -2% 134
OAM
4066
Oak Asset Management
California
$241M +$2.79M +1% 100
BA
4067
Ballast Advisors
Minnesota
$241M +$4.05M +2% 183
IRM
4068
Income Research & Management
Massachusetts
$240M -$30.6M -11% 17
CCM
4069
Crestwood Capital Management
New York
$240M -$17.7M -7% 24
VCM
4070
Verde Capital Management
Michigan
$240M +$2.6M +1% 42
BAM
4071
Baldrige Asset Management
Pennsylvania
$240M +$9.24M +4% 365
KCMH
4072
Keywise Capital Management (HK)
Hong Kong
$239M -$169M -41% 25
DA
4073
Denali Advisors
California
$239M -$21.9M -8% 331
FLA
4074
Financial Life Advisors
Texas
$239M +$6.85M +3% 56
AIM
4075
AMI Investment Management
Indiana
$239M -$13.7M -5% 77