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
BWM
5101
Benchmark Wealth Management
Connecticut
$142M -$3.36M -2% 47
RCM
5102
Regency Capital Management
Hawaii
$142M +$9.83M +7% 167
CRI
5103
Colonial River Investments
Virginia
$142M +$1.89M +1% 194
CWMU
5104
Caliber Wealth Management (Utah)
Utah
$142M +$695K +0.5% 76
WWM
5105
Wolff Wiese Magana
California
$142M +$1.7M +1% 918
AWP
5106
Accretive Wealth Partners
New Jersey
$142M +$3.02M +2% 116
KC
5107
Kinloch Capital
Virginia
$142M +$2.41M +2% 68
CCM
5108
Colorado Capital Management
Colorado
$142M -$7M -5% 74
MWM
5109
McNaughton Wealth Management
California
$141M -$1.16M -0.8% 50
AIFAIM
5110
American Institute for Advanced Investment Management
Arizona
$141M -$769K -0.5% 125
CS
5111
Capital Square
Tennessee
$141M +$5.55M +4% 165
TIAM2
5112
Tru Independence Asset Management 2
Oregon
$141M -$5.47M -4% 129
KIG
5113
Kessler Investment Group
Indiana
$141M +$15M +12% 167
PSCM
5114
Prince Street Capital Management
New York
$141M +$129K +0.1% 19
LIM
5115
Loudon Investment Management
New Hampshire
$141M -$6.09M -4% 89
PI
5116
Pachira Investments
California
$141M -$1.79M -1% 32
RHP
5117
Royal Harbor Partners
Texas
$141M -$9.75M -6% 86
SFP
5118
Sandbox Financial Partners
Maryland
$140M +$5.96M +4% 122
PFG
5119
Pacific Financial Group
Washington
$140M -$4.59M -3% 70
CPWM
5120
Cypress Point Wealth Management
Texas
$140M -$492K -0.3% 239
DAM
5121
Doheny Asset Management
California
$140M -$15.5M -10% 102
MAS
5122
Madden Advisory Services
Florida
$140M +$4.61M +3% 75
BCM
5123
Brightline Capital Management
Florida
$140M -$8.77M -6% 14
FMI
5124
F/M Investments
District of Columbia
$140M +$13.3M +10% 106
GCM
5125
Garland Capital Management
Washington
$140M -$2.3M -2% 31