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
DWM
5526
Drive Wealth Management
Utah
$105M -$4.29M -4% 192
KC
5527
Kenfarb & Co
Kentucky
$105M -$21.2M -17% 240
SWM
5528
Salvus Wealth Management
New Jersey
$105M -$6.64M -6% 101
CCA
5529
Cottonwood Capital Advisors
Utah
$105M -$5.58M -5% 96
EL
5530
EMFO LLC
Florida
$105M +$6.53M +7% 344
BFS
5531
Beacon Financial Strategies
North Carolina
$105M -$2.5M -2% 34
HNWA
5532
Henrickson Nauta Wealth Advisors
Michigan
$105M -$4.5M -4% 48
GCM
5533
Granby Capital Management
Florida
$105M -$22.4M -18% 47
SC
5534
Schubert & Co
Texas
$105M -$2.42M -2% 1,676
YEPX
5535
Yorktown Energy Partners X
New York
$105M -$27.6M -21% 3
WCM
5536
Washburn Capital Management
Florida
$105M -$11.5M -10% 55
PSB
5537
Piscataqua Savings Bank
New Hampshire
$105M -$9.64M -8% 346
FF
5538
Financial Futures
New Jersey
$105M +$3.23M +3% 50
HBT
5539
Heartland Bank & Trust
Illinois
$105M -$8.28M -7% 150
PC
5540
Pavadi Capital
New York
$104M -$5.87M -5% 25
CWM
5541
Chicago Wealth Management
Illinois
$104M -$7.54M -7% 35
BFA
5542
Brown Financial Advisory
Alabama
$104M +$10.8M +12% 28
SIA
5543
Stegner Investment Associates
Kentucky
$104M +$34K +0% 22
DTC
5544
Davidson Trust Company
Washington
$104M -$8.09M -7% 110
CH
5545
CVS Health
Rhode Island
$104M -$16.5M -14% 7
ETCM
5546
Evolutionary Tree Capital Management
Virginia
$104M +$12.1M +13% 39
LWM
5547
Long Walk Management
Connecticut
$104M +$224K +0.2% 8
AIM
5548
Alerce Investment Management
Illinois
$104M +$50M +93% 7
MF
5549
Montis Financial
Massachusetts
$104M -$3.02M -3% 62
MA
5550
MAS Advisors
Florida
$104M -$6.51M -6% 103