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
CWM
5526
Chicago Wealth Management
Illinois
$210M +$19M +10% 54
CIS
5527
Custom Index Systems
New York
$210M +$12.3M +6% 300
TCOK
5528
Trust Company of Kansas
Kansas
$210M +$21.8M +12% 61
VWM
5529
Vermillion Wealth Management
Minnesota
$209M -$131M -39% 1,373
VAM
5530
Verity Asset Management
North Carolina
$209M -$36.4M -15% 218
SIP
5531
Sellwood Investment Partners
Oregon
$209M +$17.7M +9% 49
AWM
5532
Ariadne Wealth Management
California
$209M +$17.6M +9% 251
PP
5533
Postrock Partners
Oregon
$209M +$7.07M +3% 84
TS
5534
TradeWell Securities
Indiana
$209M +$27.6M +15% 47
NWM
5535
Napa Wealth Management
California
$209M +$31.4M +18% 196
AIM
5536
Alpine Investment Management
Hong Kong
$209M +$101M +94% 12
BFS
5537
Burrus Financial Services
Utah
$209M +$12.3M +6% 10
MSS
5538
Mitchell Sinkler & Starr
Pennsylvania
$209M -$148M -42% 158
AWM
5539
Altus Wealth Management
Kentucky
$209M -$4.64M -2% 42
MW
5540
Melia Wealth
Oklahoma
$209M +$14.9M +8% 21
GWS
5541
Greykasell Wealth Strategies
California
$209M +$21.3M +11% 362
ORG
5542
Optimist Retirement Group
Washington
$209M +$8.82M +4% 124
APC
5543
Aristotle Pacific Capital
California
$209M -$95.3M -31% 6
ICMM
5544
Integrated Capital Management (Michigan)
Michigan
$208M +$26.8M +15% 63
ACM
5545
Ardent Capital Management
Ohio
$208M -$22.6M -10% 45
RC
5546
Roubaix Capital
Colorado
$208M +$16.4M +9% 73
EB
5547
Emprise Bank
Kansas
$208M +$21.5M +11% 109
MWA
5548
Moser Wealth Advisors
Washington
$208M +$17.5M +9% 206
DWA
5549
Delap Wealth Advisory
Oregon
$208M +$28.9M +16% 89
ACM
5550
Ayrshire Capital Management
Connecticut
$208M +$1.64M +0.8% 51