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
NEGWA
4476
New England Guild Wealth Advisors
Connecticut
$190M +$24.3M +15% 71
VFIC
4477
Valley Forge Investment Consultants
Pennsylvania
$190M +$7.66M +4% 85
MS
4478
Madden Securities
Texas
$190M +$24.1M +15% 397
FCAM
4479
First Citizens Asset Management
North Carolina
$190M 38
PCM
4480
Pennsylvania Capital Management
Pennsylvania
$190M +$8.67M +5% 100
SWM
4481
Selective Wealth Management
Virginia
$189M -$44M -19% 794
OGC
4482
Oak Grove Capital
New Hampshire
$189M -$103M -35% 60
SAM
4483
Selway Asset Management
$189M +$17.8M +10% 160
DA
4484
Drake & Associates
Wisconsin
$189M +$13.5M +8% 74
IP
4485
Investment Partners
Ohio
$189M -$147M -44% 261
GMF
4486
Grace & Mercy Foundation
New York
$189M 13
MC
4487
Mayo Clinic
Minnesota
$189M 13
WWA
4488
WC Walker & Associates
California
$189M +$12.8M +7% 74
BCH
4489
Berkshire Capital Holdings
California
$188M -$60.4M -24% 94
HRC
4490
Hoertkorn Richard Charles
$188M +$13.8M +8% 88
ICM
4491
Irenic Capital Management
New York
$188M 12
CPWA
4492
Cerro Pacific Wealth Advisors
California
$188M +$23.7M +14% 158
ADIM
4493
Alpha DNA Investment Management
Maryland
$188M +$72.8M +63% 211
CPFP
4494
Clear Perspectives Financial Planning
Ohio
$188M -$15.7M -8% 267
BTP
4495
Bloom Tree Partners
New York
$188M -$78.7M -29% 77
WC
4496
Wealth CMT
New Jersey
$188M +$21.6M +13% 30
HPM
4497
Hoxton Planning & Management
West Virginia
$188M 157
NCM
4498
Northwest Capital Management
Oregon
$188M +$15.6M +9% 101
KAM
4499
KEB Asset Management
Illinois
$188M +$31.3M +20% 63
MWM
4500
MTC Wealth Management
Florida
$188M +$11.3M +6% 12