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
WFC
4651
Western Financial Corp
California
$185M +$21.3M +13% 102
LHC
4652
Little House Capital
Massachusetts
$185M -$97.9M -35% 199
VFIC
4653
Valley Forge Investment Consultants
Pennsylvania
$185M +$39M +27% 79
APWA
4654
Atlas Private Wealth Advisors
New Jersey
$185M +$5.62M +3% 971
BGDR
4655
BC Gestao de Recursos
Brazil
$185M +$10M +6% 4
TWM
4656
Titus Wealth Management
California
$184M +$13.2M +8% 158
NEGWA
4657
New England Guild Wealth Advisors
Connecticut
$184M +$6.53M +4% 71
AIM
4658
Alerce Investment Management
Illinois
$184M -$41.8M -18% 7
BOCM
4659
Bontempo Ohly Capital Management
Maryland
$184M +$5.43M +3% 32
SJIM
4660
St. Johns Investment Management
Florida
$184M +$10.4M +6% 214
RM
4661
RP Management
New York
$184M -$60.5M -25% 4
UWM
4662
USAdvisors Wealth Management
Minnesota
$184M -$22.7M -11% 113
RCM
4663
Robinson Capital Management
Michigan
$184M -$2.81M -2% 191
CWP
4664
Curated Wealth Partners
California
$184M +$20.9M +13% 152
ACM
4665
Adalta Capital Management
New York
$184M +$10.3M +6% 103
PWM
4666
PBMares Wealth Management
Virginia
$184M +$61.1M +50% 152
MCM
4667
McMillion Capital Management
North Carolina
$184M +$12.6M +7% 86
RP
4668
RBS Partners
Florida
$183M +$34.2M +23% 3
JWM
4669
Jeppson Wealth Management
California
$183M +$15.2M +9% 151
MTIM
4670
Marathon Trading Investment Management
Pennsylvania
$183M +$23.4M +15% 316
KPWG
4671
KFA Private Wealth Group
Virginia
$183M +$11.8M +7% 80
OFS
4672
Oldfather Financial Services
Nebraska
$183M +$9.14M +5% 62
MSDF
4673
Michael & Susan Dell Foundation
New York
$183M +$34.5M +23% 3
MPCG
4674
Matrix Private Capital Group
New York
$183M +$16.5M +10% 258
NAM
4675
Nationwide Asset Management
Ohio
$183M +$39.3M +27% 18