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
VPW
6201
Vericrest Private Wealth
Pennsylvania
$96.2M -$11.7M -11% 40
KAM
6202
Kraft Asset Management
Tennessee
$96.2M +$4.18M +5% 21
DG
6203
Daventry Group
New York
$96.1M +$7.32M +8% 9
MWM
6204
Moulton Wealth Management
Washington
$96.1M -$40.7M -30% 31
1CP
6205
17 Capital Partners
Arizona
$95.9M -$13.8M -13% 107
FNBSF
6206
First National Bank Sioux Falls
South Dakota
$95.8M +$2.25M +2% 122
PAWC
6207
P.A.W. Capital
Connecticut
$95.7M -$13.3M -12% 63
PSIWM
6208
Paradigm Strategies in Wealth Management
Minnesota
$95.7M -$3.04M -3% 51
ERM
6209
Elm Ridge Management
New York
$95.7M +$17.4M +22% 30
SWG
6210
Summit Wealth Group
Vermont
$95.5M +$7.73M +9% 35
SC
6211
Saltoro Capital
Texas
$95.4M -$9.74M -9% 104
TCM
6212
Tegean Capital Management
New York
$95.3M -$925K -1% 77
BSWA
6213
Bromfield Sneider Wealth Advisors
Massachusetts
$95.3M -$2.76M -3% 106
SFG
6214
Synergy Financial Group
California
$95.2M -$16.2M -15% 106
BAM
6215
Bosun Asset Management
Illinois
$95.2M -$14.9M -14% 80
EWM
6216
Endowment Wealth Management
Wisconsin
$95.1M -$3.79M -4% 134
MWM
6217
Magnolia Wealth Management
Alabama
$95.1M -$2.64M -3% 15
CW
6218
Cook Wealth
North Carolina
$94.8M -$2.71M -3% 44
DLDF
6219
Dan L. Duncan Foundation
Texas
$94.7M -$3.19M -3% 4
AAM
6220
Artha Asset Management
New Jersey
$94.5M +$12.6M +15% 37
ACM
6221
ACT Capital Management
Pennsylvania
$94.5M -$43.8M -32% 99
5SA
6222
5th Street Advisors
Connecticut
$94.5M -$11M -10% 20
IVP
6223
Intrinsic Value Partners
Arizona
$94.4M +$585K +0.6% 49
MSA
6224
McAlister Sweet & Associates
Texas
$94.1M -$20.5M -18% 41
RWA
6225
Redmont Wealth Advisors
Illinois
$93.9M +$3.62M +4% 128