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
RIA
4901
Realta Investment Advisors
Delaware
$244M +$26.6M +12% 426
ATIA
4902
American Trust Investment Advisors
New Hampshire
$244M -$457K -0.2% 115
MVP
4903
Medina Value Partners
California
$244M -$22.7M -9% 21
MAG
4904
Members Advisory Group
New York
$244M +$43.8M +22% 43
PCM
4905
Ping Capital Management
New York
$244M +$64M +36% 73
BWM
4906
BKM Wealth Management
Wisconsin
$244M -$2.17M -0.9% 168
WSWA
4907
Warren Street Wealth Advisors
California
$244M +$2.11M +0.9% 113
QC
4908
Quantessence Capital
New York
$244M 224
1CP
4909
11 Capital Partners
Connecticut
$244M +$3.68M +2% 19
LCC
4910
Lincoln Capital Corp
Rhode Island
$244M -$1.34M -0.5% 92
PSAMP
4911
P. Schoenfeld Asset Management (PSAM)
New York
$243M -$33M -12% 41
NCM
4912
Next Capital Management
New York
$243M -$1.78M -0.7% 151
AIA
4913
Armor Investment Advisors
North Carolina
$243M +$1.91M +0.8% 166
XSC
4914
X-Square Capital
Puerto Rico
$243M +$15.7M +7% 175
BCM
4915
Beddow Capital Management
Wyoming
$243M -$727K -0.3% 60
HRC
4916
Hoertkorn Richard Charles
$243M +$11.4M +5% 82
CPM
4917
Crescent Park Management
California
$243M +$14.1M +6% 37
IP
4918
Investment Partners
Ohio
$243M +$2.67M +1% 155
CRI
4919
Commonwealth Retirement Investments
Virginia
$243M +$4.34M +2% 102
NA
4920
Nordwand Advisors
Pennsylvania
$243M -$131M -35% 148
PWM
4921
Prosperity Wealth Management
California
$243M -$7.22M -3% 244
TBT
4922
Texas Bank & Trust
Texas
$243M 176
SA
4923
SoundView Advisors
Washington
$243M 33
II
4924
INCA Investments
Florida
$243M +$8.25M +4% 11
OWM
4925
OneAscent Wealth Management
Alabama
$243M -$20.9M -8% 196