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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
ICM
2776
Ionic Capital Management
New York
$786M -$173M -18% 7.74% 163% 189 51.85%
AWA
2777
Alaska Wealth Advisors
Alaska
$785M +$20.8M +3% 0.64% 44.3% 91 15.38%
SG
2778
SCHF (GPE)
Wyoming
$785M -$153M -16% 4.25% 9 55.56%
HI
2779
Hendershot Investments
Virginia
$784M -$9.92M -1% 3.02% 50.5% 130 6.15%
ES
2780
Eagle Strategies
New York
$783M +$35.6M +5% 2.79% 70.1% 256 10.16%
AGA
2781
Arkos Global Advisors
Texas
$783M -$2.28M -0.3% 2.12% 43.6% 171 29.24%
LOIM
2782
Liberty One Investment Management
Illinois
$783M -$996M -56% 1.19% 40.3% 157 16.56%
DOA
2783
D'Orazio & Associates
Virginia
$782M +$25.2M +3% 1.04% 61.2% 302 12.91%
IPW
2784
Impact Partnership Wealth
Georgia
$780M +$107M +16% 1.34% 47.3% 435 45.75%
TIM
2785
Total Investment Management
Arizona
$779M +$10.1M +1% 1.09% 38.3% 94 21.28%
JSL
2786
JT Stratford LLC
Georgia
$779M +$32.2M +4% 2.47% 103% 336 20.24%
BWM
2787
Bernicke Wealth Management
Wisconsin
$779M 2.06% 100
DLP
2788
De Lisle Partners
United Kingdom
$778M -$36.2M -4% 3.04% 183 13.11%
GWA
2789
Geometric Wealth Advisors
District of Columbia
$777M +$26.9M +4% 3.07% 62.1% 82 4.88%
SPG
2790
Strategic Planning Group
Utah
$777M +$37.1M +5% 2.89% 75 5.33%
AFA
2791
American Financial Advisors
Georgia
$775M -$1.58M -0.2% 2.44% 52.7% 165 7.27%
LWM
2792
Liberty Wealth Management
California
$775M +$64.5M +9% 2.58% 64.2% 269 14.5%
DA
2793
Dillon & Associates
Michigan
$774M -$3.3M -0.4% 2.76% 98.2% 79 6.33%
PPWP
2794
Premier Path Wealth Partners
New Jersey
$774M -$2.64M -0.3% 3.02% 412 9.47%
TNA
2795
True North Advisors
Texas
$774M +$144M +23% 1.11% 86.9% 276 31.52%
LA
2796
Lifeworks Advisors
Michigan
$772M +$21.2M +3% 1.28% 80.4% 352 13.92%
RWM
2797
RMG Wealth Management
Wisconsin
$772M +$61.9M +9% 1.21% 547 59.05%
AG
2798
Alibaba Group
Hong Kong
$772M -$125M -14% 13.9% 2.06% 2 0%
TCM
2799
Tensile Capital Management
California
$772M -$28.3M -4% 0.23% 47.7% 26 23.08%
RMC
2800
Resources Management Corp
Connecticut
$772M -$1.84M -0.2% 2.39% 78.5% 442 9.5%