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
VWMG
6401
Virginia Wealth Management Group
Virginia
$114M -$33.4M -23% 71
OF
6402
Outfitter Financial
Maine
$114M +$8.2M +8% 77
SWMP
6403
Signature Wealth Management Partners
New Jersey
$114M +$12M +12% 101
EFP
6404
Envision Financial Planning
Tennessee
$114M +$13.2M +13% 31
BWLSA
6405
Blue Water Life Science Advisors
California
$114M +$8.24M +8% 10
RFS
6406
Richardson Financial Services
Massachusetts
$114M 377
ICMARC
6407
International City Management Association Retirement Corp
District of Columbia
$114M +$728K +0.6% 6
TNAM
6408
Terra Nova Asset Management
New York
$114M +$4.21M +4% 94
FFA
6409
Frazier Financial Advisors
Ohio
$114M 859
SGC
6410
Slocum, Gordon & Co
Rhode Island
$114M -$879K -0.8% 157
PGF
6411
Plan Group Financial
Oklahoma
$114M -$24.9M -18% 82
AGFIA
6412
Accel Growth Fund IV Associates
California
$114M +$9.32M +9% 1
AI
6413
Arrien Investments
Idaho
$114M +$7.83M +7% 38
LAS
6414
LWM Advisory Services
Florida
$114M +$20.5M +22% 154
CC
6415
Cultivar Capital
Texas
$114M 30
DSCM
6416
Del-Sette Capital Management
New York
$114M +$12M +12% 31
TSW
6417
Three Seasons Wealth
Utah
$114M +$12.3M +12% 84
KWM
6418
Kolinsky Wealth Management
New Jersey
$114M +$12.9M +13% 147
BCM
6419
BluePath Capital Management
Georgia
$114M +$4.69M +4% 340
TT
6420
TI-Trust
Illinois
$113M +$8.44M +8% 107
SAM
6421
Steinberg Asset Management
New York
$113M +$978K +0.9% 45
OA
6422
Oceanside Advisors
South Carolina
$113M 46
PI
6423
Pachira Investments
California
$113M +$24.2M +27% 39
AIFAIM
6424
American Institute for Advanced Investment Management
Arizona
$113M +$5.29M +5% 122
BAM
6425
Bellevue Asset Management
Washington
$113M -$35.6M -24% 465