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
6501
Cadence Wealth Management
Massachusetts
$151M +$15.9M +12% 52
LAIC
6502
Lederer & Associates Investment Counsel
California
$151M +$14.6M +11% 88
BCPE
6503
Bain Capital Public Equity
Massachusetts
$151M +$60.3M +66% 32
PWAM
6504
Papamarkou Wellner Asset Management
New York
$151M +$7.55M +5% 91
PWM
6505
PTM Wealth Management
United States
$151M +$56M +59% 50
SIM
6506
Sterling Investment Management
Arizona
$151M +$10.6M +8% 57
BAM
6507
Byrne Asset Management
New Jersey
$151M +$15.5M +11% 617
MAMU
6508
Myriad Asset Management US
Florida
$151M -$86.7M -36% 36
GC
6509
GatePass Capital
Ohio
$151M +$17.3M +13% 131
KA
6510
Kure Advisory
Minnesota
$151M +$18.4M +14% 49
BWM
6511
BankPlus Wealth Management
Mississippi
$151M +$14.6M +11% 102
SM
6512
Soapstone Management
Maryland
$151M +$22.7M +18% 18
BI
6513
Beckerman Institutional
New Jersey
$151M +$12.5M +9% 109
DWA
6514
Dougherty Wealth Advisers
Minnesota
$151M +$15.3M +11% 111
LFA
6515
Legend Financial Advisors
Pennsylvania
$151M +$14.4M +11% 172
SMCM
6516
Sky-Mountain Capital Management
Idaho
$151M +$32.4M +27% 36
LKWM
6517
Lee-Kelleher Wealth Management
Maryland
$151M +$14.6M +11% 39
SVWA
6518
Sarver Vrooman Wealth Advisors
Missouri
$150M +$162K +0.1% 139
OIM
6519
Opus Investment Management
Massachusetts
$150M +$10.2M +7% 30
AWM
6520
Aberdeen Wealth Management
Illinois
$150M +$5.46M +4% 172
GRA
6521
Golden Road Advisors
Florida
$150M +$22.3M +17% 42
RCWM
6522
Royal Capital Wealth Management
Indiana
$150M +$7.66M +5% 90
GWMI
6523
Guardian Wealth Management (Illinois)
Illinois
$150M +$423K +0.3% 231
RHDIC
6524
R.H. Dinel Investment Counsel
California
$150M +$3.47M +2% 42
MCA
6525
Millennium Capital Advisors
Arkansas
$150M +$14.5M +11% 123