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
CWP
4651
Curated Wealth Partners
California
$184M +$20.9M +13% 152
ACM
4652
Adalta Capital Management
New York
$184M +$10.3M +6% 103
PWM
4653
PBMares Wealth Management
Virginia
$184M +$61.1M +50% 152
MCM
4654
McMillion Capital Management
North Carolina
$184M +$12.6M +7% 86
RP
4655
RBS Partners
Florida
$183M +$34.2M +23% 3
JWM
4656
Jeppson Wealth Management
California
$183M +$15.2M +9% 151
MTIM
4657
Marathon Trading Investment Management
Pennsylvania
$183M +$23.4M +15% 316
KPWG
4658
KFA Private Wealth Group
Virginia
$183M +$11.8M +7% 80
OFS
4659
Oldfather Financial Services
Nebraska
$183M +$9.14M +5% 62
MSDF
4660
Michael & Susan Dell Foundation
New York
$183M +$34.5M +23% 3
MPCG
4661
Matrix Private Capital Group
New York
$183M +$16.5M +10% 258
ITIM
4662
Indiana Trust & Investment Management
Indiana
$183M -$4.64M -2% 119
VAM
4663
Verity Asset Management
North Carolina
$183M +$14.9M +9% 259
SCM
4664
Salem Capital Management
Massachusetts
$182M +$14.5M +9% 78
KMWM
4665
Keudell/Morrison Wealth Management
Oregon
$182M +$11.7M +7% 176
WFA
4666
Wade Financial Advisory
California
$182M +$24.2M +15% 71
SIM
4667
Spark Investment Management
New York
$182M +$33.2M +22% 46
TC
4668
Truvestments Capital
Florida
$182M +$5.25M +3% 716
GIP
4669
General Industrial Partners
United Kingdom
$182M -$5.03M -3% 16
PKC
4670
Palmer Knight Company
Florida
$182M +$8.23M +5% 28
GAM
4671
Grandview Asset Management
Pennsylvania
$182M -$5.65M -3% 535
BWCS
4672
Beirne Wealth Consulting Services
Connecticut
$182M +$11.6M +7% 117
FCCM
4673
First City Capital Management
Georgia
$182M +$9.31M +5% 175
CFP
4674
Curran Financial Partners
South Carolina
$182M +$42.8M +31% 65
DRS
4675
Deane Retirement Strategies
Louisiana
$182M -$3.84M -2% 71