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
VWM
4126
Vermillion Wealth Management
Minnesota
$370M +$161M +77% 1,550
BHWM
4127
Bay Harbor Wealth Management
Maryland
$370M +$25.3M +7% 1,327
PA
4128
Prism Advisors
California
$370M +$18.9M +5% 76
CMAI
4129
Capital Management Associates Inc
Minnesota
$370M +$54.2M +17% 143
TA
4130
TrueWealth Advisors
Alabama
$370M +$31.8M +9% 233
FFO
4131
Fortitude Family Office
Arizona
$370M +$67.4M +22% 2,168
OKSA
4132
O'Keefe Stevens Advisory
New York
$369M +$13.6M +4% 69
FIM
4133
Fruth Investment Management
Texas
$369M +$1.34M +0.4% 220
RFM
4134
Ranmore Fund Management
United Kingdom
$369M +$118M +47% 18
LWM
4135
LongView Wealth Management
Georgia
$369M +$38.8M +12% 227
SA
4136
Sicart Associates
New York
$369M +$83.3M +29% 75
FP
4137
FFG Partners
Florida
$369M +$68.1M +23% 41
CIM
4138
CIM Investment Management
Pennsylvania
$369M -$156M -30% 263
FDS
4139
Freedom Day Solutions
Texas
$368M +$31.8M +9% 97
OCM
4140
Once Capital Management
New York
$368M +$45.2M +14% 26
PCI
4141
Pacifica Capital Investments
Texas
$368M +$28M +8% 16
MC
4142
Muhlenkamp & Co
Pennsylvania
$368M +$47.4M +15% 33
IAG
4143
Investment Advisory Group
Massachusetts
$368M +$37.5M +11% 192
MA
4144
Modus Advisors
Minnesota
$368M +$31M +9% 118
DCM
4145
Divisar Capital Management
California
$368M -$64.7M -15% 28
UWM
4146
United Wealth Management
Virginia
$367M +$23.1M +7% 24
CL
4147
CLG LLC
California
$367M +$46.5M +15% 139
OCM
4148
Ogborne Capital Management
California
$367M -$36.1M -9% 12
BWA
4149
Beam Wealth Advisors
Louisiana
$367M +$31.4M +9% 114
MWM
4150
Mindset Wealth Management
Indiana
$367M +$61.4M +20% 182