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
PWC
4201
PYA Waltman Capital
Tennessee
$372M -$983K -0.3% 83
AIM
4202
Access Investment Management
Georgia
$372M $0 0% 167
EFH
4203
Eaton Financial Holdings
Florida
$372M +$17.2M +5% 137
VIM
4204
VELA Investment Management
Ohio
$372M +$24.7M +7% 157
MC
4205
Muhlenkamp & Co
Pennsylvania
$372M +$3.92M +1% 31
CPH
4206
C Partners Holding
Switzerland
$372M -$9.5M -2% 10
EWM
4207
EPG Wealth Management
Georgia
$372M +$8.49M +2% 334
FP
4208
Financial Perspectives
Minnesota
$371M +$10.6M +3% 753
CPWA
4209
Cerro Pacific Wealth Advisors
California
$371M +$5.78M +2% 164
SPWM
4210
Straight Path Wealth Management
Michigan
$371M +$12.4M +3% 140
FW
4211
Fairway Wealth
Ohio
$371M +$14.4M +4% 246
FIM
4212
Fruth Investment Management
Texas
$371M +$1.45M +0.4% 222
CSPIA
4213
Cary Street Partners Investment Advisory
Virginia
$371M +$131M +55% 708
AWA
4214
ARQ Wealth Advisors
Arizona
$371M +$32.6M +10% 137
MCM
4215
Mudrick Capital Management
New York
$370M -$25.6M -6% 4
CAG
4216
Compass Advisory Group
New York
$370M +$13.8M +4% 85
BCFS
4217
Butensky & Cohen Financial Security
Florida
$370M +$10.7M +3% 98
EC
4218
Euclidean Capital
New York
$369M +$131M +55% 12
WRPWM
4219
Werba Rubin Papier Wealth Management
California
$369M -$250M -40% 275
SWA
4220
ShankerValleau Wealth Advisors
Illinois
$369M -$20.6M -5% 43
SSW
4221
Stone Summit Wealth
Florida
$369M +$16.1M +5% 148
WAM
4222
Wakefield Asset Management
Colorado
$369M +$2.24M +0.6% 239
CLC
4223
Charles-Lim Capital
Hong Kong
$369M -$23.4M -6% 8
AL
4224
AIP LLC
New York
$369M -$213M -37% 3
CFA
4225
CWS Financial Advisors
Michigan
$368M +$8.06M +2% 154