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
VC
4701
Veery Capital
Delaware
$261M -$5.25M -2% 99
PWMG
4702
Private Wealth Management Group
New Jersey
$261M +$8.01M +3% 1,598
KFSC
4703
Keystone Financial Services (Colorado)
Colorado
$261M +$3.31M +1% 108
ISFAN
4704
Investor's Fiduciary Advisor Network
Washington
$261M 199
SPI
4705
Santori & Peters Inc
Pennsylvania
$261M +$9.01M +4% 68
T
4706
Tidemark
California
$261M +$17.3M +7% 689
RW
4707
Rede Wealth
Virginia
$261M -$486K -0.2% 106
SFS
4708
Shaker Financial Services
Virginia
$261M -$4.31M -2% 185
AP
4709
Affinity Partners
Florida
$261M 1
BMWM
4710
Brown Miller Wealth Management
Virginia
$261M +$3.47M +1% 134
ACM
4711
Aurdan Capital Management
Pennsylvania
$261M 80
HCM
4712
Highview Capital Management
Illinois
$260M +$14.4M +6% 130
LOAMU
4713
Lombard Odier Asset Management (USA)
New York
$260M -$8.81M -3% 341
4WM
4714
44 Wealth Management
Oregon
$260M -$24M -8% 202
GC
4715
GPI Capital
New York
$260M -$78.9M -23% 5
JGIA
4716
Jackson Grant Investment Advisers
Connecticut
$260M -$7.49M -3% 409
MIM
4717
MTM Investment Management
South Carolina
$260M +$3.03M +1% 282
C1AG
4718
Client 1st Advisory Group
Florida
$260M +$8.22M +3% 137
HZ
4719
Hixon Zuercher
Ohio
$260M +$4.6M +2% 79
EFH
4720
Eaton Financial Holdings
Florida
$260M +$14M +6% 68
EC
4721
ECP ControlCo
New Jersey
$260M -$69.1M -21% 6
RCM
4722
Raleigh Capital Management
North Carolina
$259M +$116K +0% 1,079
NOI
4723
Newton One Investments
Delaware
$259M +$9.99M +4% 122
AIM
4724
Advyzon Investment Management
Illinois
$259M 231
VW
4725
Vance Wealth
California
$259M -$5.18M -2% 104