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
5926
BlackDiamond Wealth Management
New York
$111M -$7.68M -6% 143
SC
5927
Shearwater Capital
Colorado
$111M -$3.75M -3% 38
JWWM
5928
Johnson & White Wealth Management
Pennsylvania
$111M +$37.6M +52% 74
SMF
5929
Sterling Manor Financial
New York
$110M -$8.07M -7% 31
ACM
5930
Aquilo Capital Management
California
$110M -$42M -28% 13
IVSFI
5931
IA Venture Strategies Fund II
New York
$110M -$68.7M -38% 3
MFG
5932
Mainsail Financial Group
Washington
$110M +$3.55M +3% 52
SAG
5933
Spotlight Asset Group
Illinois
$110M -$1.36M -1% 258
HWMT
5934
Heritage Wealth Management (Texas)
Texas
$110M -$2.8M -2% 28
CWP
5935
Core Wealth Partners
California
$110M +$1.8M +2% 116
KIA
5936
KLR Investment Advisors
Rhode Island
$110M -$11.4M -9% 194
GIM
5937
Guardian Investment Management
California
$110M -$7.5M -6% 55
RP
5938
Riverwater Partners
Wisconsin
$110M -$2.85M -3% 216
PWMG
5939
Pinnacle Wealth Management Group
Michigan
$110M -$4.54M -4% 105
SWIM
5940
Smallwood Wealth Investment Management
New Jersey
$110M -$2.3M -2% 64
IWP
5941
Invenio Wealth Partners
Florida
$110M +$21.6M +24% 95
TNAM
5942
Terra Nova Asset Management
New York
$110M $0 0% 84
RCM
5943
Rings Capital Management
Illinois
$110M +$3.25M +3% 5
VAF
5944
Values Added Financial
District of Columbia
$110M +$2.98M +3% 86
MAC
5945
Monarch Alternative Capital
New York
$109M -$55.9M -34% 6
NMG
5946
New Millennium Group
Utah
$109M +$351K +0.3% 429
KC
5947
Kenfarb & Co
Kentucky
$109M -$5.41M -5% 216
LPC
5948
Lion Point Capital
New York
$109M -$25.5M -19% 36
MA
5949
Mosaic Advisors
Texas
$109M -$25.1M -19% 20
PU
5950
Petiole USA
New York
$109M +$7.06M +7% 41