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
RCM
4501
Raleigh Capital Management
North Carolina
$176M -$8.75M -5% 686
IHWM
4502
Iron Horse Wealth Management
Iowa
$176M -$6.53M -4% 337
DL
4503
DOHJ LLC
Washington
$176M -$32.1M -15% 93
CPA
4504
Cowen Prime Advisors
New York
$176M -$62M -26% 186
SCM
4505
Stonehearth Capital Management
Massachusetts
$176M -$17.2M -9% 86
DFG
4506
Demars Financial Group
Washington
$176M -$23.2M -12% 95
AA
4507
Altman Advisors
Illinois
$176M -$18.2M -9% 92
CVV
4508
Curative Ventures V
Texas
$175M -$233M -57% 1
MPCG
4509
Matrix Private Capital Group
New York
$175M -$29.5M -14% 267
OPWM
4510
Oakwell Private Wealth Management
Texas
$175M -$23.5M -12% 64
SCM
4511
Soros Capital Management
New York
$175M -$238M -58% 53
OFS
4512
Oldfather Financial Services
Nebraska
$175M -$8.99M -5% 65
KCM
4513
Knoll Capital Management
Florida
$175M +$15.9M +10% 43
SWM
4514
Sculati Wealth Management
Michigan
$175M -$29.4M -14% 124
BWP
4515
Bernardo Wealth Planning
Pennsylvania
$175M -$26.3M -13% 96
MPW
4516
Monterey Private Wealth
California
$175M -$32M -15% 124
KCMRT
4517
Kemper Corp Master Retirement Trust
Illinois
$175M -$27M -13% 2
CI
4518
Ceera Investments
Texas
$175M -$25.8M -13% 77
DJC
4519
Daily Journal Corp
California
$175M -$37.7M -18% 5
CWA
4520
Clarity Wealth Advisors
California
$175M -$35.7M -17% 77
AFS
4521
Access Financial Services
Minnesota
$175M -$35.6M -17% 120
VIM
4522
VELA Investment Management
Ohio
$175M +$15.4M +10% 140
GI
4523
GS Investments
Minnesota
$174M -$2.48M -1% 161
BFS
4524
Burrus Financial Services
Utah
$174M -$21.5M -11% 11
PO
4525
Paradigm Operations
California
$174M -$309M -64% 1