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
CWMGP
6051
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$78.2M -$4.75M -6% 64
4WM
6052
4J Wealth Management
Virginia
$78.1M -$1.35M -2% 76
PFMU
6053
Privium Fund Management (UK)
United Kingdom
$78M -$9.96M -11% 110
LPARFS
6054
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$78M -$14.4M -16% 56
PBT
6055
Pictet Bank & Trust
Bahamas
$78M -$67.3M -46% 61
CI
6056
CPR Investments
Michigan
$77.8M +$11.2M +17% 55
KIA
6057
Kraematon Investment Advisors
Massachusetts
$77.6M -$8.6M -10% 87
DM
6058
Diker Management
New York
$77.6M -$3.43M -4% 34
GI
6059
Gavea Investimentos
Brazil
$77.6M +$22.1M +40% 9
AF
6060
Ardian France
France
$77.5M -$16.5M -18% 1
JCG
6061
John C. Goff
$77.4M -$5.91M -7% 23
DOFI
6062
DCVC Opportunity Fund II
California
$77.3M +$9.36M +14% 5
VWM
6063
Vigilare Wealth Management
Arizona
$77.3M -$14.8M -16% 121
IV
6064
Industry Ventures
California
$77.2M -$17M -18% 12
GIA
6065
G2VP I Associates
California
$77.2M +$14.4M +23% 1
YMRC
6066
Yorktown Management & Research Company
Virginia
$77.2M -$380K -0.5% 233
SWM
6067
Sanctuary Wealth Management
Idaho
$77.1M -$4.44M -5% 34
KCM
6068
KLK Capital Management
California
$77.1M 49
ACM
6069
Alight Capital Management
New York
$77.1M -$13M -14% 54
PAIA
6070
Park Avenue Institutional Advisers
New York
$77M +$6.06M +9% 8
ULWM
6071
Upper Left Wealth Management
Florida
$77M -$9.43M -11% 52
NWMG
6072
National Wealth Management Group
Ohio
$76.9M -$2.41M -3% 159
RWA
6073
Redmont Wealth Advisors
Illinois
$76.9M -$5.1M -6% 111
SA
6074
SRH Advisors
Kansas
$76.8M -$4.27M -5% 323
MVA
6075
Mount Vernon Associates
Maryland
$76.8M -$5.25M -6% 53