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
LWA
4626
Lowe Wealth Advisors
Maryland
$186M +$4.79M +3% 367
PFP
4627
Patriot Financial Partners
Pennsylvania
$186M -$90.4M -33% 11
RIP
4628
RAM Investment Partners
Washington
$186M +$23.2M +14% 52
SC
4629
Sawyer & Company
Massachusetts
$186M -$17.4M -9% 189
MMM
4630
Mendel Money Management
Illinois
$186M +$9.88M +6% 125
CCM
4631
Consolidated Capital Management
California
$186M +$18M +11% 61
WFG
4632
Wills Financial Group
Virginia
$186M +$6.08M +3% 68
KFO
4633
Kopp Family Office
Minnesota
$186M +$19.4M +12% 23
FFG
4634
Fullen Financial Group
Ohio
$185M +$9.37M +5% 59
EW
4635
Evexia Wealth
Wisconsin
$185M 38
AIM
4636
Atlantic Investment Management
New York
$185M +$587K +0.3% 13
VCM
4637
Verger Capital Management
North Carolina
$185M +$7.08M +4% 35
SVP
4638
Strategic Value Partners
Connecticut
$185M -$4.89M -3% 6
NIA
4639
NIA Impact Advisors
California
$185M +$13M +8% 64
CWM
4640
Core Wealth Management
Florida
$185M +$8.13M +5% 20
FC
4641
FACT Capital
New York
$185M +$13.3M +8% 15
QT
4642
Quantamental Technologies
New York
$185M -$33.8M -15% 667
AFC
4643
Adaptive Financial Consulting
Ohio
$185M +$10.6M +6% 16
NG
4644
NatWest Group
United Kingdom
$185M +$9.05M +5% 57
KA
4645
Kooman & Associates
Pennsylvania
$185M +$83.4M +82% 43
CCM
4646
Cota Capital Management
California
$185M -$577K -0.3% 12
SCG
4647
Sonata Capital Group
Washington
$185M +$4.99M +3% 111
GSEP
4648
Golden State Equity Partners
California
$185M 214
WA
4649
Waterford Advisors
New York
$185M +$13.1M +8% 54
OGF
4650
Orin Green Financial
California
$185M +$14.4M +8% 74