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
DWM
4601
Darwin Wealth Management
Florida
$322M +$7.16M +2% 694
CI
4602
Cavalier Investments
Georgia
$322M +$73.5M +30% 75
SAMT
4603
Select Asset Management & Trust
Pennsylvania
$322M -$3.27M -1% 85
PC
4604
Permit Capital
Pennsylvania
$321M +$2.37M +0.7% 20
TCM
4605
Tyro Capital Management
Florida
$321M +$52.1M +19% 15
CWM
4606
Core Wealth Management
Florida
$321M +$10.5M +3% 41
KM
4607
KP Management
Minnesota
$321M +$35.6M +12% 64
PFPGI
4608
Patriot Financial Partners GP II
Pennsylvania
$321M +$4.54M +1% 12
OPTFSNA
4609
Old Point Trust & Financial Services N A
Virginia
$321M +$11.2M +4% 350
PWM
4610
Purus Wealth Management
California
$321M +$7.28M +2% 154
WCA
4611
Whetstone Capital Advisors
Kansas
$321M -$40.6M -11% 65
SWM
4612
Selective Wealth Management
Virginia
$320M +$9.64M +3% 117
WF
4613
Whelan Financial
California
$320M +$4.58M +1% 103
WIC
4614
Whitegate Investment Counselors
New Hampshire
$320M +$16.3M +5% 70
RWP
4615
Reliant Wealth Planning
Kentucky
$320M +$11.4M +4% 56
PCS
4616
Private Client Services
Kentucky
$320M +$21.2M +7% 214
RA
4617
RR Advisors
Texas
$320M -$102M -24% 30
PCM
4618
Passive Capital Management
Maryland
$320M +$13.2M +4% 96
IAS
4619
Investment Advisory Services
Texas
$320M +$2.25M +0.7% 131
WE
4620
Wealth Effects
Massachusetts
$319M +$8.34M +3% 232
C1AG
4621
Client 1st Advisory Group
Florida
$319M +$17.7M +6% 149
EWA
4622
Etesian Wealth Advisors
Oregon
$319M +$16.1M +5% 137
SLPL
4623
Storen Legacy Partners, LLC
Indiana
$319M 77
TPW
4624
Transatlantique Private Wealth
New York
$319M +$13.1M +4% 220
BCM
4625
Boone Capital Management
Georgia
$319M +$13.6M +4% 20